FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 75 filers reported holding FIRST TR S&P REIT INDEX FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $488 | +68.9% | 21,347 | +81.5% | 0.00% | +100.0% |
| Q2 2023 | $289 | +8.6% | 11,761 | +7.6% | 0.00% | 0.0% |
| Q1 2023 | $266 | -99.9% | 10,926 | +11.2% | 0.00% | 0.0% |
| Q3 2022 | $226,000 | -61.6% | 9,823 | -57.0% | 0.00% | -66.7% |
| Q2 2022 | $589,000 | -10.1% | 22,867 | +8.9% | 0.00% | 0.0% |
| Q1 2022 | $655,000 | -77.7% | 21,002 | -76.7% | 0.00% | -76.9% |
| Q4 2021 | $2,941,000 | +30.1% | 90,212 | +12.9% | 0.01% | +18.2% |
| Q3 2021 | $2,260,000 | +776.0% | 79,928 | +768.8% | 0.01% | +1000.0% |
| Q2 2021 | $258,000 | -86.2% | 9,200 | -89.5% | 0.00% | -95.2% |
| Q1 2018 | $1,864,000 | +76.3% | 87,535 | +92.8% | 0.02% | +75.0% |
| Q4 2017 | $1,057,000 | +23.1% | 45,405 | +23.0% | 0.01% | 0.0% |
| Q3 2017 | $859,000 | +67.1% | 36,915 | +67.0% | 0.01% | +50.0% |
| Q2 2017 | $514,000 | +28.5% | 22,105 | +27.2% | 0.01% | +14.3% |
| Q1 2017 | $400,000 | +28.6% | 17,372 | +28.8% | 0.01% | +16.7% |
| Q4 2016 | $311,000 | +16.5% | 13,487 | +22.4% | 0.01% | +20.0% |
| Q3 2016 | $267,000 | +0.4% | 11,018 | +2.0% | 0.01% | -16.7% |
| Q2 2016 | $266,000 | +3.5% | 10,797 | -7.3% | 0.01% | 0.0% |
| Q4 2015 | $257,000 | -1.2% | 11,643 | -6.6% | 0.01% | -14.3% |
| Q3 2015 | $260,000 | -23.5% | 12,463 | -24.5% | 0.01% | -22.2% |
| Q2 2015 | $340,000 | -21.8% | 16,514 | -11.9% | 0.01% | -25.0% |
| Q1 2015 | $435,000 | +13.0% | 18,744 | +8.4% | 0.01% | 0.0% |
| Q4 2014 | $385,000 | -5.2% | 17,291 | -16.3% | 0.01% | 0.0% |
| Q3 2014 | $406,000 | -22.5% | 20,668 | -19.4% | 0.01% | -33.3% |
| Q2 2014 | $524,000 | – | 25,630 | – | 0.02% | – |
Download | ||||||
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% |