Tower Research Capital LLC (TRC) - 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 71 filers reported holding FIRST TR S&P REIT INDEX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
Tower Research Capital LLC (TRC) ownership history of FIRST TR S&P REIT INDEX FD
ValueSharesWeighting
Q3 2023$608,336
+128.8%
26,623
+146.4%
0.02%
+111.1%
Q2 2023$265,919
+57583.1%
10,804
-42.9%
0.01%
-40.0%
Q1 2023$461
-44.3%
18,922
-45.2%
0.02%
-55.9%
Q4 2022$828
-99.9%
34,544
-29.6%
0.03%
+88.9%
Q3 2022$1,131,000
+25.5%
49,091
+40.2%
0.02%
-10.0%
Q2 2022$901,000
+2474.3%
35,023
+3058.1%
0.02%–
Q1 2022$35,000
-87.5%
1,109
-87.1%
0.00%
-100.0%
Q4 2021$281,000
+43.4%
8,605
+24.4%
0.01%0.0%
Q3 2021$196,000
-42.2%
6,916
-42.8%
0.01%
-44.4%
Q2 2021$339,000
+3666.7%
12,084
+3475.1%
0.01%–
Q1 2021$9,000
-90.4%
338
-92.5%
0.00%
-100.0%
Q3 2015$94,000
-84.4%
4,490
-84.6%
0.01%
-83.0%
Q2 2015$602,000
+121.3%
29,201
+148.2%
0.05%
+55.9%
Q1 2015$272,000
+907.4%
11,766
+856.6%
0.03%
+1033.3%
Q4 2014$27,000–1,230–0.00%–
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Other shareholders
FIRST TR S&P REIT INDEX FD shareholders Q3 2022
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