FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 50 filers reported holding FIRST TR S&P REIT INDEX FD in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $223,111 | -11.1% | 9,163 | -15.8% | 0.00% | -33.3% |
| Q3 2022 | $251,000 | -21.8% | 10,880 | -12.6% | 0.00% | 0.0% |
| Q2 2022 | $321,000 | -43.0% | 12,453 | -31.0% | 0.00% | -25.0% |
| Q1 2022 | $563,000 | +92.8% | 18,041 | +101.4% | 0.00% | +100.0% |
| Q4 2021 | $292,000 | +403.4% | 8,958 | +223.7% | 0.00% | +100.0% |
| Q2 2020 | $58,000 | -86.9% | 2,767 | -85.9% | 0.00% | -91.7% |
| Q2 2017 | $444,000 | +99.1% | 19,564 | +104.9% | 0.01% | +33.3% |
| Q3 2016 | $223,000 | +3.7% | 9,548 | -12.9% | 0.01% | -40.0% |
| Q3 2014 | $215,000 | -25.6% | 10,956 | -22.4% | 0.02% | -40.0% |
| Q2 2014 | $289,000 | – | 14,125 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HAYS ADVISORY LLC | 1,776,006 | $41,177,000 | 5.32% |
| First Horizon Advisors, Inc. | 719,036 | $16,797,000 | 2.43% |
| Shamrock Asset Management LLC | 227,717 | $5,280,000 | 2.10% |
| Risk Paradigm Group, LLC | 39,999 | $927,376,000 | 0.91% |
| Visionary Asset Management, Inc. | 99,122 | $2,298,000 | 0.72% |
| Prospera Financial Services Inc | 98,022 | $2,273,000 | 0.51% |
| SHEETS SMITH WEALTH MANAGEMENT | 47,000 | $1,089,000 | 0.30% |
| Stratos Wealth Partners, LTD. | 103,828 | $2,402,000 | 0.29% |
| VSR Financial Services, Inc. | 82,559 | $1,914,000 | 0.20% |
| STEPHENS INC /AR/ | 120,025 | $2,783,000 | 0.13% |