SS
FRI icon

Sunbelt Securities’s First Trust S&P REIT Index Fund FRI Stock Holding History

Sunbelt Securities’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
2023
Q2 		– Sell
-515
Closed -$12.2K – 1716
2023
Q1 		$12.2K Buy
+515
New +$12.9K ﹤0.01% 1075

Other funds holding FRI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
FIS
Fischer Investment Strategies Westlake Village, California $171M AUM 24.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sunbelt Securities's FRI Position: Q2 2023 in Review

Sunbelt Securities sold out of First Trust S&P REIT Index Fund (FRI) in Q2 2023, closing a stake of 515 shares — an estimated $12.2K sold.

Sunbelt Securities first reported a position in FRI in Q1 2023 and held it in 1 quarter. The position peaked at $12.2K in Q1 2023. 55 funds tracked by Wall St. Rank hold FRI as of Q2 2023.

  • Sunbelt Securities reported no remaining First Trust S&P REIT Index Fund position as of Q2 2023 after selling out during the quarter.
  • Sunbelt Securities sold 515 First Trust S&P REIT Index Fund shares in Q2 2023, an estimated $12.2K.
  • Sunbelt Securities first reported a position in First Trust S&P REIT Index Fund in Q1 2023 and held it in 1 quarter.
  • Sunbelt Securities's First Trust S&P REIT Index Fund position peaked at $12.2K in Q1 2023.
  • 55 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q2 2023.

Based on Sunbelt Securities's 13F filing for Q2 2023, filed 16 Aug 2023.