FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 55 filers reported holding FIRST TR S&P REIT INDEX FD in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,469,000 | -33.0% | 80,796 | -3.8% | 0.47% | -6.3% |
| Q4 2019 | $2,193,000 | +3.1% | 83,950 | +5.0% | 0.50% | -57.1% |
| Q3 2019 | $2,127,000 | +27.1% | 79,929 | +19.1% | 1.18% | +34.1% |
| Q2 2019 | $1,673,000 | +27.5% | 67,123 | +27.4% | 0.88% | -12.8% |
| Q1 2019 | $1,312,000 | -12.1% | 52,682 | -24.3% | 1.01% | -6.9% |
| Q4 2018 | $1,492,000 | – | 69,619 | – | 1.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aft, Forsyth & Sober, LLC | 209,450 | $4,785,932 | 2.02% |
| FISCHER INVESTMENT STRATEGIES, LLC | 54,861 | $1,253,584 | 1.27% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 29,714 | $678,971 | 0.63% |
| Harvest Investment Services, LLC | 14,290 | $326,527 | 0.21% |
| Kesler, Norman & Wride, LLC | 28,746 | $656,846 | 0.16% |
| Vestmark Advisory Solutions, Inc. | 92,896 | $2,122,674 | 0.15% |
| RPg Family Wealth Advisory, LLC | 15,664 | $357,922 | 0.15% |
| Chicago Partners Investment Group LLC | 118,455 | $2,574,037 | 0.14% |
| Beacon Financial Advisory LLC | 10,124 | $231,343 | 0.13% |
| Financial Advocates Investment Management | 30,994 | $708,210 | 0.05% |