Synovus Financial’s First Trust S&P REIT Index Fund FRI Stock Holding History

Synovus Financial’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 Q2	–	Sell	-6,712	Closed	-$208K	–	854
2022 Q1	$208K	Sell	6,712 -165	-2%	-$4.99K	﹤0.01%	806
2021 Q4	$225K	Buy	+6,877	New	+$211K	﹤0.01%	803
2020 Q2	–	Sell	-5,946	Closed	-$112K	–	1769
2020 Q1	$112K	Buy	+5,946	New	+$145K	﹤0.01%	896
2017 Q2	–	Sell	-1,200	Closed	-$28K	–	910
2017 Q1	$28K	Hold	1,200	–	–	﹤0.01%	809
2016 Q4	$28K	Hold	1,200	–	–	﹤0.01%	792
2016 Q3	$29K	Hold	1,200	–	–	﹤0.01%	773
2016 Q2	$30K	Hold	1,200	–	–	﹤0.01%	721
2016 Q1	$28K	Hold	1,200	–	–	﹤0.01%	725
2015 Q4	$26K	Hold	1,200	–	–	﹤0.01%	732
2015 Q3	$25K	Hold	1,200	–	–	﹤0.01%	706
2015 Q2	$25K	Hold	1,200	–	–	﹤0.01%	699
2015 Q1	$28K	Hold	1,200	–	–	﹤0.01%	708
2014 Q4	$27K	Buy	+1,200	New	+$25.8K	﹤0.01%	720

Other funds holding FRI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AFS

Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Synovus Financial's FRI Position: Q2 2022 in Review

Synovus Financial sold out of First Trust S&P REIT Index Fund (FRI) in Q2 2022, closing a stake of 6,712 shares — an estimated $208K sold.

Synovus Financial first reported a position in FRI in Q4 2014 and held it in 13 quarters. The position peaked at $225K in Q4 2021. 75 funds tracked by Wall St. Rank hold FRI as of Q2 2022.

Synovus Financial reported no remaining First Trust S&P REIT Index Fund position as of Q2 2022 after selling out during the quarter.
Synovus Financial sold 6,712 First Trust S&P REIT Index Fund shares in Q2 2022, an estimated $208K.
Synovus Financial first reported a position in First Trust S&P REIT Index Fund in Q4 2014 and held it in 13 quarters.
Synovus Financial's First Trust S&P REIT Index Fund position peaked at $225K in Q4 2021.
75 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q2 2022.

Based on Synovus Financial's 13F filing for Q2 2022, filed 10 Aug 2022.