FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 61 filers reported holding FIRST TR S&P REIT INDEX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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% | – |
Download |
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% |