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 | $491,572 | -33.9% | 21,513 | -28.8% | 0.00% | – |
| Q2 2023 | $743,300 | -44.6% | 30,199 | -45.2% | 0.00% | – |
| Q1 2023 | $1,342,026 | -63.1% | 55,114 | -63.7% | 0.00% | -100.0% |
| Q4 2022 | $3,639,924 | +41.2% | 151,790 | +35.6% | 0.00% | 0.0% |
| Q3 2022 | $2,578,000 | +53.1% | 111,939 | +71.1% | 0.00% | – |
| Q2 2022 | $1,684,000 | +228.3% | 65,408 | +297.5% | 0.00% | – |
| Q1 2022 | $513,000 | -86.3% | 16,455 | -85.7% | 0.00% | – |
| Q4 2021 | $3,742,000 | +286.2% | 114,814 | +235.1% | 0.00% | – |
| Q3 2021 | $969,000 | +126.4% | 34,260 | +101.5% | 0.00% | – |
| Q1 2021 | $428,000 | -87.9% | 16,999 | -88.8% | 0.00% | – |
| Q4 2020 | $3,528,000 | +7.5% | 151,792 | -2.4% | 0.00% | -100.0% |
| Q3 2020 | $3,281,000 | +42.5% | 155,472 | +41.3% | 0.00% | 0.0% |
| Q2 2020 | $2,302,000 | +70.3% | 110,004 | +54.0% | 0.00% | – |
| Q1 2020 | $1,352,000 | +80.3% | 71,446 | +148.7% | 0.00% | – |
| Q4 2019 | $750,000 | +12.3% | 28,723 | +14.4% | 0.00% | – |
| Q3 2019 | $668,000 | +16.6% | 25,099 | +9.1% | 0.00% | – |
| Q1 2019 | $573,000 | -8.9% | 22,995 | -21.0% | 0.00% | – |
| Q4 2018 | $629,000 | -68.6% | 29,090 | -66.0% | 0.00% | -100.0% |
| Q2 2018 | $2,002,000 | +106.8% | 85,680 | +88.5% | 0.00% | – |
| Q1 2018 | $968,000 | +96.3% | 45,444 | +114.8% | 0.00% | – |
| Q4 2017 | $493,000 | +41.3% | 21,156 | +41.0% | 0.00% | – |
| Q3 2017 | $349,000 | -87.9% | 14,999 | -87.9% | 0.00% | -100.0% |
| Q2 2017 | $2,883,000 | -42.4% | 124,110 | -42.8% | 0.00% | -66.7% |
| Q1 2017 | $5,003,000 | -3.2% | 217,033 | -3.2% | 0.00% | 0.0% |
| Q4 2016 | $5,171,000 | +186.2% | 224,259 | +200.4% | 0.00% | +200.0% |
| Q3 2016 | $1,807,000 | +155.6% | 74,645 | +160.5% | 0.00% | – |
| Q2 2016 | $707,000 | +74.1% | 28,659 | +64.2% | 0.00% | – |
| Q1 2016 | $406,000 | -77.2% | 17,455 | -78.3% | 0.00% | -100.0% |
| Q4 2015 | $1,777,000 | -68.2% | 80,484 | -69.9% | 0.00% | -50.0% |
| Q3 2015 | $5,591,000 | +256.3% | 267,645 | +251.7% | 0.00% | +100.0% |
| Q2 2015 | $1,569,000 | -67.7% | 76,105 | -63.6% | 0.00% | -50.0% |
| Q1 2015 | $4,853,000 | +291.7% | 209,289 | +276.0% | 0.00% | – |
| Q4 2014 | $1,239,000 | +76.7% | 55,657 | +56.2% | 0.00% | – |
| Q3 2014 | $701,000 | +16.3% | 35,639 | +20.7% | 0.00% | – |
| Q2 2014 | $603,000 | +17.8% | 29,515 | +10.5% | 0.00% | – |
| Q1 2014 | $512,000 | +123.6% | 26,715 | +108.0% | 0.00% | – |
| Q3 2013 | $229,000 | -98.0% | 12,842 | -97.9% | 0.00% | -100.0% |
| Q2 2013 | $11,470,000 | – | 615,003 | – | 0.01% | – |
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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% |