FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 43 filers reported holding FIRST TR S&P REIT INDEX FD in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,401,985 | +262.9% | 61,356 | +290.9% | 0.00% | – |
| Q2 2023 | $386,381 | -72.9% | 15,698 | -73.2% | 0.00% | – |
| Q1 2023 | $1,428,322 | +8.9% | 58,658 | +7.3% | 0.00% | – |
| Q4 2022 | $1,311,154 | -27.8% | 54,677 | -30.6% | 0.00% | – |
| Q3 2022 | $1,815,000 | +6.3% | 78,818 | +18.8% | 0.00% | – |
| Q2 2022 | $1,708,000 | +74.1% | 66,349 | +111.0% | 0.00% | – |
| Q1 2022 | $981,000 | +52.6% | 31,441 | +38.4% | 0.00% | – |
| Q3 2021 | $643,000 | -48.6% | 22,724 | -57.8% | 0.00% | – |
| Q4 2020 | $1,251,000 | -54.7% | 53,827 | -58.9% | 0.00% | -100.0% |
| Q3 2020 | $2,763,000 | +35.2% | 130,946 | +34.2% | 0.00% | 0.0% |
| Q2 2020 | $2,043,000 | +16.1% | 97,598 | +5.0% | 0.00% | 0.0% |
| Q1 2020 | $1,760,000 | +65.6% | 92,963 | +128.4% | 0.00% | – |
| Q4 2019 | $1,063,000 | +185.8% | 40,703 | +172.7% | 0.00% | – |
| Q2 2019 | $372,000 | -81.4% | 14,924 | -83.9% | 0.00% | -100.0% |
| Q4 2018 | $1,998,000 | +155.2% | 92,413 | +175.4% | 0.00% | – |
| Q3 2018 | $783,000 | -46.3% | 33,551 | -51.0% | 0.00% | -100.0% |
| Q1 2018 | $1,459,000 | +436.4% | 68,503 | +485.2% | 0.00% | – |
| Q2 2017 | $272,000 | -87.0% | 11,705 | -87.1% | 0.00% | -100.0% |
| Q1 2017 | $2,088,000 | +246.8% | 90,569 | +246.7% | 0.00% | +100.0% |
| Q4 2016 | $602,000 | -65.9% | 26,122 | -64.2% | 0.00% | -50.0% |
| Q3 2016 | $1,767,000 | +211.1% | 73,000 | +164.8% | 0.00% | – |
| Q2 2015 | $568,000 | -74.1% | 27,567 | -70.9% | 0.00% | -100.0% |
| Q1 2015 | $2,194,000 | – | 94,613 | – | 0.00% | – |
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% |