FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 56 filers reported holding FIRST TR S&P REIT INDEX FD in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $78,000 | +1.3% | 3,367 | +0.5% | 0.02% | -14.3% |
| Q1 2017 | $77,000 | +6.9% | 3,349 | +6.8% | 0.02% | +16.7% |
| Q4 2016 | $72,000 | -29.4% | 3,135 | -25.3% | 0.02% | -28.0% |
| Q3 2016 | $102,000 | +34.2% | 4,198 | +36.7% | 0.02% | +25.0% |
| Q2 2016 | $76,000 | +7.0% | 3,070 | +0.5% | 0.02% | -4.8% |
| Q1 2016 | $71,000 | +6.0% | 3,054 | +0.6% | 0.02% | +5.0% |
| Q4 2015 | $67,000 | +6.3% | 3,035 | +1.1% | 0.02% | 0.0% |
| Q3 2015 | $63,000 | +1.6% | 3,003 | +0.6% | 0.02% | +17.6% |
| Q2 2015 | $62,000 | -10.1% | 2,985 | +0.8% | 0.02% | -10.5% |
| Q1 2015 | $69,000 | +4.5% | 2,962 | +0.3% | 0.02% | +46.2% |
| Q4 2014 | $66,000 | +13.8% | 2,954 | +1.0% | 0.01% | +18.2% |
| Q3 2014 | $58,000 | -13.4% | 2,925 | -10.1% | 0.01% | -8.3% |
| Q2 2014 | $67,000 | +8.1% | 3,254 | +0.4% | 0.01% | 0.0% |
| Q1 2014 | $62,000 | +8.8% | 3,241 | +0.3% | 0.01% | +50.0% |
| Q4 2013 | $57,000 | 0.0% | 3,230 | +1.1% | 0.01% | -11.1% |
| Q3 2013 | $57,000 | -3.4% | 3,196 | +0.9% | 0.01% | -10.0% |
| Q2 2013 | $59,000 | – | 3,167 | – | 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% |