FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 39 filers reported holding FIRST TR S&P REIT INDEX FD in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $1,089,000 | +4.0% | 47,000 | 0.0% | 0.30% | +10.3% |
| Q4 2014 | $1,047,000 | +13.3% | 47,000 | 0.0% | 0.27% | +8.8% |
| Q3 2014 | $924,000 | -3.9% | 47,000 | 0.0% | 0.25% | -2.7% |
| Q2 2014 | $961,000 | +6.7% | 47,000 | 0.0% | 0.26% | +2.4% |
| Q1 2014 | $901,000 | +9.3% | 47,000 | 0.0% | 0.25% | +11.0% |
| Q4 2013 | $824,000 | -27.7% | 47,000 | -12.2% | 0.23% | -38.8% |
| Q3 2013 | $1,140,000 | +30.1% | 53,531 | +13.9% | 0.37% | +24.9% |
| Q2 2013 | $876,000 | -2.4% | 47,000 | 0.0% | 0.30% | -2.3% |
| Q1 2013 | $898,000 | – | 47,000 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HAYS ADVISORY LLC | 1,776,006 | $41,177,000 | 5.32% |
| First Horizon Advisors, Inc. | 719,036 | $16,797,000 | 2.43% |
| Shamrock Asset Management LLC | 227,717 | $5,280,000 | 2.10% |
| Risk Paradigm Group, LLC | 39,999 | $927,376,000 | 0.91% |
| Visionary Asset Management, Inc. | 99,122 | $2,298,000 | 0.72% |
| Prospera Financial Services Inc | 98,022 | $2,273,000 | 0.51% |
| SHEETS SMITH WEALTH MANAGEMENT | 47,000 | $1,089,000 | 0.30% |
| Stratos Wealth Partners, LTD. | 103,828 | $2,402,000 | 0.29% |
| VSR Financial Services, Inc. | 82,559 | $1,914,000 | 0.20% |
| STEPHENS INC /AR/ | 120,025 | $2,783,000 | 0.13% |