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FRI icon

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

WealthPLAN 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
2016
Q3 		$14.7K Sell
630
-758
-55% -$18.8K ﹤0.01% 537
2016
Q2 		$15.6K Buy
+1,388
New +$32.4K ﹤0.01% 1541
2015
Q4 		$13.9K Buy
+2,146
New +$46.9K ﹤0.01% 1039
2015
Q2 		– Sell
-70
Closed -$2K – 462
2015
Q1 		$2K Buy
+70
New +$1.63K ﹤0.01% 487

Other funds holding FRI

HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return
SAM
Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return