FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 53 filers reported holding FIRST TR S&P REIT INDEX FD in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $139,000 | +59.8% | 6,044 | +68.0% | 0.01% | +66.7% |
| Q3 2016 | $87,000 | -43.9% | 3,597 | -42.9% | 0.00% | -50.0% |
| Q2 2016 | $155,000 | -36.5% | 6,298 | -39.8% | 0.01% | -40.0% |
| Q1 2016 | $244,000 | +130.2% | 10,467 | +117.5% | 0.01% | +100.0% |
| Q4 2015 | $106,000 | -40.1% | 4,813 | -43.3% | 0.01% | -64.3% |
| Q3 2015 | $177,000 | +3.5% | 8,492 | +2.5% | 0.01% | +16.7% |
| Q2 2015 | $171,000 | -24.3% | 8,286 | -15.0% | 0.01% | -25.0% |
| Q1 2015 | $226,000 | +53.7% | 9,750 | +48.1% | 0.02% | 0.0% |
| Q4 2014 | $147,000 | +8.9% | 6,584 | -4.4% | 0.02% | 0.0% |
| Q3 2014 | $135,000 | +5.5% | 6,890 | +9.9% | 0.02% | -5.9% |
| Q2 2014 | $128,000 | +93.9% | 6,270 | +84.6% | 0.02% | +240.0% |
| Q1 2014 | $66,000 | +500.0% | 3,396 | +445.1% | 0.01% | +150.0% |
| Q4 2013 | $11,000 | -8.3% | 623 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $12,000 | – | 623 | – | 0.00% | – |
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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% |