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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $52,000 | -17.5% | 2,032 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $63,000 | +23.5% | 2,032 | -15.6% | 0.00% | -84.2% |
| Q3 2020 | $51,000 | -86.5% | 2,408 | -85.5% | 0.02% | -67.2% |
| Q4 2017 | $379,000 | -34.0% | 16,595 | -32.6% | 0.06% | -33.3% |
| Q3 2017 | $574,000 | -35.5% | 24,614 | -36.7% | 0.09% | -39.2% |
| Q2 2017 | $890,000 | -17.5% | 38,890 | -16.7% | 0.14% | -26.3% |
| Q1 2017 | $1,079,000 | -38.0% | 46,679 | -37.0% | 0.19% | -43.1% |
| Q4 2016 | $1,741,000 | -29.9% | 74,049 | -27.8% | 0.34% | -31.7% |
| Q3 2016 | $2,485,000 | +51.9% | 102,625 | +54.8% | 0.50% | +47.6% |
| Q2 2016 | $1,636,000 | +31.8% | 66,307 | +24.4% | 0.34% | +22.5% |
| Q1 2016 | $1,241,000 | -6.1% | 53,304 | -10.9% | 0.28% | -4.8% |
| Q4 2015 | $1,321,000 | +10.9% | 59,806 | +4.9% | 0.29% | -3.7% |
| Q3 2015 | $1,191,000 | -8.5% | 57,037 | -9.7% | 0.30% | -2.9% |
| Q2 2015 | $1,302,000 | -42.7% | 63,170 | -35.6% | 0.31% | -38.7% |
| Q1 2015 | $2,273,000 | -1.4% | 98,022 | -5.3% | 0.51% | -12.0% |
| Q4 2014 | $2,306,000 | +79.2% | 103,538 | +58.1% | 0.58% | +65.7% |
| Q3 2014 | $1,287,000 | +239.6% | 65,479 | +253.0% | 0.35% | +236.9% |
| Q2 2014 | $379,000 | +21.5% | 18,547 | +14.0% | 0.10% | +4.0% |
| Q1 2014 | $312,000 | +1.3% | 16,276 | -7.4% | 0.10% | -4.8% |
| Q4 2013 | $308,000 | -5.8% | 17,586 | -2.6% | 0.10% | -16.1% |
| Q3 2013 | $327,000 | -17.2% | 18,056 | -15.2% | 0.12% | -32.2% |
| Q2 2013 | $395,000 | – | 21,286 | – | 0.18% | – |
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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% |