FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 40 filers reported holding FIRST TR S&P REIT INDEX FD in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $605,000 | -18.0% | 28,483 | -10.1% | 0.20% | -4.9% |
| Q4 2017 | $738,000 | -10.1% | 31,687 | -10.2% | 0.20% | -14.2% |
| Q3 2017 | $821,000 | -13.1% | 35,282 | -13.3% | 0.24% | -13.1% |
| Q2 2017 | $945,000 | -10.7% | 40,674 | -11.4% | 0.28% | -16.2% |
| Q1 2017 | $1,058,000 | -22.5% | 45,906 | -22.5% | 0.33% | -26.1% |
| Q4 2016 | $1,366,000 | -22.4% | 59,252 | -18.5% | 0.44% | -27.1% |
| Q3 2016 | $1,760,000 | -5.4% | 72,700 | -3.4% | 0.61% | -7.6% |
| Q2 2016 | $1,860,000 | +3.9% | 75,253 | -2.2% | 0.66% | +3.9% |
| Q1 2016 | $1,791,000 | +2.2% | 76,908 | -3.1% | 0.63% | -46.8% |
| Q4 2015 | $1,753,000 | -0.7% | 79,382 | -6.1% | 1.19% | -5.5% |
| Q3 2015 | $1,765,000 | -8.3% | 84,548 | -9.4% | 1.26% | +96.1% |
| Q2 2015 | $1,925,000 | -16.2% | 93,362 | -5.8% | 0.64% | -10.9% |
| Q1 2015 | $2,298,000 | -21.6% | 99,122 | -24.7% | 0.72% | -22.0% |
| Q4 2014 | $2,931,000 | +23.0% | 131,593 | +8.6% | 0.93% | +41.2% |
| Q3 2014 | $2,382,000 | +43.7% | 121,156 | +49.4% | 0.66% | +69.1% |
| Q2 2014 | $1,658,000 | +230.3% | 81,100 | +210.2% | 0.39% | +536.1% |
| Q1 2014 | $502,000 | – | 26,144 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aft, Forsyth & Sober, LLC | 228,350 | $5,475,833 | 2.46% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 33,539 | $804,255 | 0.72% |
| Harvest Investment Services, LLC | 13,509 | $323,940 | 0.35% |
| Beacon Financial Advisory LLC | 12,897 | $309,271 | 0.22% |
| Kesler, Norman & Wride, LLC | 29,335 | $703,453 | 0.18% |
| Chicago Partners Investment Group LLC | 109,971 | $2,921,922 | 0.18% |
| FLOW TRADERS U.S. LLC | 66,541 | $1,596 | 0.08% |
| Bensler, LLC | 14,228 | $341,188 | 0.08% |
| M Holdings Securities, Inc. | 22,054 | $529 | 0.06% |
| Financial Advocates Investment Management | 26,742 | $641,278 | 0.05% |