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Stephens Consulting’s First Trust S&P REIT Index Fund FRI Stock Holding History

Stephens Consulting’s Portfolio FRI Stock Details FRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-760
Closed -$24.8K – 617
2021
Q4 		$24.8K Buy
+760
New +$23.3K 0.02% 273

Other funds holding FRI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Stephens Consulting's FRI Position: Q1 2022 in Review

Stephens Consulting sold out of First Trust S&P REIT Index Fund (FRI) in Q1 2022, closing a stake of 760 shares — an estimated $24.8K sold.

Stephens Consulting first reported a position in FRI in Q4 2021 and held it in 1 quarter. The position peaked at $24.8K in Q4 2021. 73 funds tracked by Wall St. Rank hold FRI as of Q1 2022.

  • Stephens Consulting reported no remaining First Trust S&P REIT Index Fund position as of Q1 2022 after selling out during the quarter.
  • Stephens Consulting sold 760 First Trust S&P REIT Index Fund shares in Q1 2022, an estimated $24.8K.
  • Stephens Consulting first reported a position in First Trust S&P REIT Index Fund in Q4 2021 and held it in 1 quarter.
  • Stephens Consulting's First Trust S&P REIT Index Fund position peaked at $24.8K in Q4 2021.
  • 73 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2022.

Based on Stephens Consulting's 13F filing for Q1 2022, filed 20 Jan 2023.