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V Wealth Advisors’s First Trust S&P REIT Index Fund FRI Stock Holding History

V Wealth Advisors’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
2017
Q3 		– Sell
-3,079
Closed -$71K – 382
2017
Q2 		$71K Buy
+3,079
New +$71.5K 0.03% 275

Other funds holding FRI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFA
Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
PCM
Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 1-Year Est. Return

V Wealth Advisors's FRI Position: Q3 2017 in Review

V Wealth Advisors sold out of First Trust S&P REIT Index Fund (FRI) in Q3 2017, closing a stake of 3,079 shares — an estimated $71K sold.

V Wealth Advisors first reported a position in FRI in Q2 2017 and held it in 1 quarter. The position peaked at $71K in Q2 2017. 52 funds tracked by Wall St. Rank hold FRI as of Q3 2017.

  • V Wealth Advisors reported no remaining First Trust S&P REIT Index Fund position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 3,079 First Trust S&P REIT Index Fund shares in Q3 2017, an estimated $71K.
  • V Wealth Advisors first reported a position in First Trust S&P REIT Index Fund in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's First Trust S&P REIT Index Fund position peaked at $71K in Q2 2017.
  • 52 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.