HighTower Advisors, LLC - FIRST TR S&P REIT INDEX FD ownership

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FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 46 filers reported holding FIRST TR S&P REIT INDEX FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

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Quarter-by-quarter ownership
HighTower Advisors, LLC ownership history of FIRST TR S&P REIT INDEX FD
ValueSharesWeighting
Q3 2023$566,000
-6.6%
24,789
+0.7%
0.00%0.0%
Q2 2023$606,000
+1.5%
24,614
+0.5%
0.00%0.0%
Q1 2023$597,000
+2.1%
24,495
+0.4%
0.00%0.0%
Q4 2022$585,000
+2.5%
24,391
-1.8%
0.00%
-50.0%
Q3 2022$571,000
-10.2%
24,831
+0.3%
0.00%0.0%
Q2 2022$636,000
-17.6%
24,765
+0.1%
0.00%0.0%
Q1 2022$772,000
-4.3%
24,729
-0.1%
0.00%0.0%
Q4 2021$807,000
+12.1%
24,763
-2.7%
0.00%0.0%
Q3 2021$720,000
-3.9%
25,455
-4.5%
0.00%0.0%
Q2 2021$749,000
+17.2%
26,643
+4.8%
0.00%0.0%
Q1 2021$639,000
+8.9%
25,416
+0.2%
0.00%0.0%
Q4 2020$587,000
+10.1%
25,360
+0.3%
0.00%
-33.3%
Q3 2020$533,000
+0.9%
25,288
+0.3%
0.00%0.0%
Q2 2020$528,000
+10.9%
25,211
+0.3%
0.00%0.0%
Q1 2020$476,000
+5.1%
25,131
+44.7%
0.00%0.0%
Q4 2019$453,000–17,366–0.00%–
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Other shareholders
FIRST TR S&P REIT INDEX FD shareholders Q3 2020
NameSharesValueWeighting ↓
Aft, Forsyth & Sober, LLC 209,450$4,785,9322.02%
FISCHER INVESTMENT STRATEGIES, LLC 54,861$1,253,5841.27%
COTTONWOOD CAPITAL ADVISORS, LLC 29,714$678,9710.63%
Harvest Investment Services, LLC 14,290$326,5270.21%
Kesler, Norman & Wride, LLC 28,746$656,8460.16%
Vestmark Advisory Solutions, Inc. 92,896$2,122,6740.15%
RPg Family Wealth Advisory, LLC 15,664$357,9220.15%
Chicago Partners Investment Group LLC 118,455$2,574,0370.14%
Beacon Financial Advisory LLC 10,124$231,3430.13%
Financial Advocates Investment Management 30,994$708,2100.05%
View complete list of FIRST TR S&P REIT INDEX FD shareholders