FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 60 filers reported holding FIRST TR S&P REIT INDEX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $302,878 | -7.2% | 13,255 | 0.0% | 0.03% | -2.9% |
| Q2 2023 | $326,252 | -0.8% | 13,255 | -1.8% | 0.03% | -8.1% |
| Q1 2023 | $328,787 | -6.0% | 13,503 | -7.5% | 0.04% | -14.0% |
| Q4 2022 | $349,894 | -52.3% | 14,591 | -54.2% | 0.04% | -54.3% |
| Q3 2022 | $734,000 | -93.7% | 31,865 | -93.0% | 0.09% | -93.2% |
| Q2 2022 | $11,741,000 | -7.4% | 456,140 | -3.4% | 1.39% | -7.0% |
| Q1 2022 | $12,686,000 | -24.5% | 472,122 | -8.4% | 1.49% | -6.0% |
| Q4 2021 | $16,802,000 | +17.7% | 515,394 | +2.1% | 1.59% | +4.6% |
| Q3 2021 | $14,272,000 | +7.6% | 504,684 | +6.7% | 1.52% | +65.9% |
| Q2 2021 | $13,259,000 | +30.8% | 472,863 | +17.5% | 0.92% | -23.4% |
| Q1 2021 | $10,140,000 | – | 402,375 | – | 1.20% | – |
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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% |