Simplicity Solutions, 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 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%.

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Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of FIRST TR S&P REIT INDEX FD
ValueSharesWeighting
Q4 2020$420,000
+9.9%
18,082
-0.1%
0.01%
-14.3%
Q3 2020$382,000
-6.4%
18,103
-7.2%
0.01%
-12.5%
Q2 2020$408,000
-9.3%
19,502
-18.0%
0.01%
-42.9%
Q1 2020$450,000–23,789–0.01%–
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Other shareholders
FIRST TR S&P REIT INDEX FD shareholders Q4 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