Western Wealth Management’s First Trust S&P REIT Index Fund FRI Stock Holding History

Western Wealth Management’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 Q4	–	Sell	-9,750	Closed	-$225K	–	662
2022 Q3	$225K	Hold	9,750	–	–	0.01%	715
2022 Q2	$250K	Hold	9,750	–	–	0.01%	669
2022 Q1	$304K	Buy	+9,750	New	+$295K	0.01%	667

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

AFS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

RJFSA

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

Western Wealth Management's FRI Position: Q4 2022 in Review

Western Wealth Management sold out of First Trust S&P REIT Index Fund (FRI) in Q4 2022, closing a stake of 9,750 shares — an estimated $225K sold.

Western Wealth Management first reported a position in FRI in Q1 2022 and held it in 3 quarters. The position peaked at $304K in Q1 2022. 60 funds tracked by Wall St. Rank hold FRI as of Q4 2022.

Western Wealth Management reported no remaining First Trust S&P REIT Index Fund position as of Q4 2022 after selling out during the quarter.
Western Wealth Management sold 9,750 First Trust S&P REIT Index Fund shares in Q4 2022, an estimated $225K.
Western Wealth Management first reported a position in First Trust S&P REIT Index Fund in Q1 2022 and held it in 3 quarters.
Western Wealth Management's First Trust S&P REIT Index Fund position peaked at $304K in Q1 2022.
60 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.