FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 73 filers reported holding FIRST TR S&P REIT INDEX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $373 | -10.8% | 16,325 | -3.8% | 0.01% | -12.5% |
| Q2 2023 | $418 | +6.4% | 16,964 | +5.2% | 0.02% | 0.0% |
| Q1 2023 | $393 | +2.3% | 16,122 | +0.7% | 0.02% | -5.9% |
| Q4 2022 | $384 | -99.9% | 16,003 | +7.5% | 0.02% | 0.0% |
| Q3 2022 | $343,000 | -5.0% | 14,887 | +6.0% | 0.02% | 0.0% |
| Q2 2022 | $361,000 | -62.7% | 14,040 | -54.8% | 0.02% | -60.5% |
| Q1 2022 | $969,000 | -56.1% | 31,046 | -54.1% | 0.04% | -56.1% |
| Q4 2021 | $2,206,000 | +53.9% | 67,664 | +33.5% | 0.10% | +36.1% |
| Q3 2021 | $1,433,000 | +203.6% | 50,681 | +201.2% | 0.07% | +200.0% |
| Q2 2021 | $472,000 | -74.7% | 16,826 | -77.3% | 0.02% | -76.0% |
| Q1 2021 | $1,865,000 | +18.3% | 74,003 | +9.1% | 0.10% | +6.4% |
| Q4 2020 | $1,576,000 | +13.2% | 67,841 | +2.9% | 0.09% | +1.1% |
| Q3 2020 | $1,392,000 | +7.8% | 65,959 | +7.0% | 0.09% | -1.1% |
| Q2 2020 | $1,291,000 | +17.3% | 61,660 | +6.0% | 0.09% | 0.0% |
| Q1 2020 | $1,101,000 | -62.7% | 58,175 | -48.6% | 0.09% | -54.8% |
| Q4 2019 | $2,954,000 | +42.2% | 113,080 | +44.9% | 0.21% | +28.4% |
| Q3 2019 | $2,077,000 | +6.5% | 78,024 | -0.3% | 0.16% | -1.2% |
| Q2 2019 | $1,951,000 | +10.0% | 78,267 | +9.8% | 0.16% | +1.9% |
| Q1 2019 | $1,774,000 | +17.3% | 71,261 | +1.8% | 0.16% | +2.5% |
| Q4 2018 | $1,513,000 | +86.1% | 70,002 | +100.8% | 0.16% | +106.6% |
| Q3 2018 | $813,000 | +2.1% | 34,865 | +2.4% | 0.08% | -2.6% |
| Q2 2018 | $796,000 | +16.4% | 34,063 | +6.1% | 0.08% | +11.4% |
| Q1 2018 | $684,000 | +30.3% | 32,118 | +42.5% | 0.07% | +27.3% |
| Q4 2017 | $525,000 | -62.8% | 22,542 | -62.9% | 0.06% | -67.6% |
| Q3 2017 | $1,413,000 | +55.3% | 60,704 | +54.9% | 0.17% | +42.9% |
| Q2 2017 | $910,000 | +12.1% | 39,183 | +11.2% | 0.12% | 0.0% |
| Q1 2017 | $812,000 | +9.9% | 35,241 | +9.9% | 0.12% | -1.7% |
| Q4 2016 | $739,000 | -40.0% | 32,055 | -37.0% | 0.12% | -44.5% |
| Q3 2016 | $1,231,000 | +11.2% | 50,859 | +13.4% | 0.22% | +0.9% |
| Q2 2016 | $1,107,000 | +176.8% | 44,859 | +161.2% | 0.22% | +160.2% |
| Q1 2016 | $400,000 | +9.3% | 17,176 | +3.5% | 0.08% | +5.1% |
| Q4 2015 | $366,000 | -37.6% | 16,594 | -40.9% | 0.08% | -38.8% |
| Q3 2015 | $587,000 | +13.5% | 28,091 | +12.1% | 0.13% | +25.2% |
| Q2 2015 | $517,000 | +31.9% | 25,060 | +48.2% | 0.10% | +25.6% |
| Q1 2015 | $392,000 | +335.6% | 16,905 | +319.5% | 0.08% | +290.5% |
| Q4 2014 | $90,000 | +11.1% | 4,030 | -1.9% | 0.02% | +5.0% |
| Q3 2014 | $81,000 | +440.0% | 4,109 | +453.0% | 0.02% | +400.0% |
| Q2 2014 | $15,000 | -67.4% | 743 | -70.0% | 0.00% | -77.8% |
| Q2 2013 | $46,000 | – | 2,473 | – | 0.02% | – |
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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% |