FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 58 filers reported holding FIRST TR S&P REIT INDEX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $395,739 | +2.6% | 16,078 | +1.5% | 0.00% | +100.0% |
| Q1 2023 | $385,532 | -2.9% | 15,833 | -4.4% | 0.00% | -66.7% |
| Q4 2022 | $397,100 | +75.7% | 16,560 | +128.9% | 0.00% | -25.0% |
| Q1 2022 | $226,000 | -6.2% | 7,234 | -2.3% | 0.00% | 0.0% |
| Q4 2021 | $241,000 | +15.3% | 7,407 | +0.2% | 0.00% | -20.0% |
| Q3 2021 | $209,000 | +1.5% | 7,391 | +0.4% | 0.01% | 0.0% |
| Q2 2021 | $206,000 | -0.5% | 7,361 | -7.0% | 0.01% | -54.5% |
| Q4 2019 | $207,000 | – | 7,913 | – | 0.01% | – |
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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% |