Wealthcare Advisory Partners’s First Trust S&P REIT Index Fund FRI Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-600	Closed	-$15K	–	1008
2021 Q1	$15K	Buy	+600	New	+$14.5K	﹤0.01%	1313
2020 Q2	–	Sell	-2,081	Closed	-$39K	–	698
2020 Q1	$39K	Buy	2,081 +450	+28%	+$11K	0.01%	559
2019 Q4	$43K	Hold	1,631	–	–	0.01%	580
2019 Q3	$43K	Buy	+1,631	New	+$42.1K	0.01%	565
2018 Q1	–	Sell	-1,510	Closed	-$35K	–	1137
2017 Q4	$35K	Buy	+1,510	New	+$35.4K	0.01%	434

Other funds holding FRI

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SMF

Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return

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

CPIG

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealthcare Advisory Partners's FRI Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of First Trust S&P REIT Index Fund (FRI) in Q2 2021, closing a stake of 600 shares — an estimated $15K sold.

Wealthcare Advisory Partners first reported a position in FRI in Q4 2017 and held it in 5 quarters. The position peaked at $43K in Q4 2019. 47 funds tracked by Wall St. Rank hold FRI as of Q2 2021.

Wealthcare Advisory Partners reported no remaining First Trust S&P REIT Index Fund position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 600 First Trust S&P REIT Index Fund shares in Q2 2021, an estimated $15K.
Wealthcare Advisory Partners first reported a position in First Trust S&P REIT Index Fund in Q4 2017 and held it in 5 quarters.
Wealthcare Advisory Partners's First Trust S&P REIT Index Fund position peaked at $43K in Q4 2019.
47 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.