FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 47 filers reported holding FIRST TR S&P REIT INDEX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,632,719 | -9.5% | 108,120 | -10.9% | 0.01% | -16.7% |
| Q4 2022 | $2,909,996 | -6.9% | 121,351 | -10.6% | 0.01% | -14.3% |
| Q3 2022 | $3,127,000 | -15.6% | 135,756 | -5.7% | 0.01% | -12.5% |
| Q2 2022 | $3,704,000 | -12.6% | 143,900 | +6.0% | 0.01% | 0.0% |
| Q1 2022 | $4,237,000 | +254.6% | 135,807 | +270.6% | 0.01% | +300.0% |
| Q4 2021 | $1,195,000 | +63.3% | 36,647 | +41.5% | 0.00% | +100.0% |
| Q3 2021 | $732,000 | +61.9% | 25,900 | +60.5% | 0.00% | 0.0% |
| Q2 2021 | $452,000 | -0.2% | 16,134 | -10.3% | 0.00% | 0.0% |
| Q1 2021 | $453,000 | -4.6% | 17,977 | -12.1% | 0.00% | 0.0% |
| Q4 2020 | $475,000 | -13.0% | 20,462 | -20.9% | 0.00% | -50.0% |
| Q3 2020 | $546,000 | +2.4% | 25,861 | +1.6% | 0.00% | 0.0% |
| Q2 2020 | $533,000 | +6.2% | 25,448 | -4.0% | 0.00% | 0.0% |
| Q1 2020 | $502,000 | -92.5% | 26,508 | -89.7% | 0.00% | -90.5% |
| Q4 2019 | $6,690,000 | -15.0% | 256,140 | -13.4% | 0.02% | -27.6% |
| Q3 2019 | $7,875,000 | +84.9% | 295,823 | +73.1% | 0.03% | +81.2% |
| Q2 2019 | $4,260,000 | +37.1% | 170,882 | +37.0% | 0.02% | +23.1% |
| Q1 2019 | $3,107,000 | -12.6% | 124,762 | -24.1% | 0.01% | -31.6% |
| Q4 2018 | $3,555,000 | +98.5% | 164,426 | +114.1% | 0.02% | +137.5% |
| Q3 2018 | $1,791,000 | -60.2% | 76,812 | -60.1% | 0.01% | -65.2% |
| Q2 2018 | $4,502,000 | +1094.2% | 192,630 | +989.4% | 0.02% | +1050.0% |
| Q1 2018 | $377,000 | -52.5% | 17,683 | -48.1% | 0.00% | -60.0% |
| Q4 2017 | $793,000 | -14.0% | 34,043 | -14.1% | 0.01% | -16.7% |
| Q3 2017 | $922,000 | -4.6% | 39,611 | -4.8% | 0.01% | -14.3% |
| Q2 2017 | $966,000 | -29.7% | 41,605 | -30.2% | 0.01% | -30.0% |
| Q1 2017 | $1,374,000 | -36.1% | 59,629 | -36.0% | 0.01% | -44.4% |
| Q4 2016 | $2,150,000 | -46.3% | 93,239 | -43.6% | 0.02% | -50.0% |
| Q3 2016 | $4,005,000 | -9.7% | 165,441 | -7.9% | 0.04% | -16.3% |
| Q2 2016 | $4,435,000 | +57.0% | 179,691 | +48.1% | 0.04% | +34.4% |
| Q1 2016 | $2,825,000 | +157.3% | 121,296 | +144.0% | 0.03% | +146.2% |
| Q4 2015 | $1,098,000 | +90.3% | 49,708 | +79.9% | 0.01% | +30.0% |
| Q3 2015 | $577,000 | -65.8% | 27,632 | -69.5% | 0.01% | -79.6% |
| Q2 2013 | $1,689,000 | – | 90,629 | – | 0.05% | – |
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% |