FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 55 filers reported holding FIRST TR S&P REIT INDEX FD in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,117,000 | -34.4% | 42,753 | -37.4% | 0.11% | +9.0% |
| Q2 2019 | $1,703,000 | -15.9% | 68,321 | -21.5% | 0.10% | -6.5% |
| Q4 2017 | $2,026,000 | -34.4% | 87,030 | -34.4% | 0.11% | -30.1% |
| Q3 2017 | $3,090,000 | +51.8% | 132,734 | +51.5% | 0.15% | -45.7% |
| Q2 2017 | $2,035,000 | -42.7% | 87,591 | -43.2% | 0.28% | -23.2% |
| Q1 2017 | $3,554,000 | +396.4% | 154,199 | +421.3% | 0.37% | +198.4% |
| Q3 2016 | $716,000 | -51.4% | 29,577 | -55.7% | 0.12% | -41.4% |
| Q4 2015 | $1,474,000 | +102.8% | 66,740 | +91.8% | 0.21% | +123.4% |
| Q3 2015 | $727,000 | -58.9% | 34,800 | -59.4% | 0.09% | -40.5% |
| Q2 2015 | $1,769,000 | +195.8% | 85,806 | +219.8% | 0.16% | +113.5% |
| Q4 2014 | $598,000 | -67.6% | 26,830 | -71.4% | 0.07% | -62.4% |
| Q3 2014 | $1,844,000 | +94.5% | 93,811 | +102.3% | 0.20% | +58.9% |
| Q2 2014 | $948,000 | -80.8% | 46,373 | -83.5% | 0.12% | -74.9% |
| Q4 2013 | $4,933,000 | +335.8% | 281,227 | +343.6% | 0.49% | +349.1% |
| Q3 2013 | $1,132,000 | -78.6% | 63,394 | -77.7% | 0.11% | -78.3% |
| Q2 2013 | $5,297,000 | – | 284,018 | – | 0.51% | – |
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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% |