M Holdings Securities, Inc. - FIRST TR S&P REIT INDEX FD ownership

FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 56 filers reported holding FIRST TR S&P REIT INDEX FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
M Holdings Securities, Inc. ownership history of FIRST TR S&P REIT INDEX FD
ValueSharesWeighting
Q2 2023$543
+1.1%
22,0540.0%0.11%
+100.0%
Q1 2023$537
+1.5%
22,0540.0%0.06%0.0%
Q4 2022$529
-99.9%
22,0540.0%0.06%0.0%
Q3 2022$508,000
-10.7%
22,054
-0.2%
0.06%
-3.4%
Q2 2022$569,000
-21.9%
22,104
-5.4%
0.06%
+5.5%
Q1 2022$729,00023,3560.06%
Other shareholders
FIRST TR S&P REIT INDEX FD shareholders Q2 2023
NameSharesValueWeighting ↓
Aft, Forsyth & Sober, LLC 228,350$5,475,8332.46%
COTTONWOOD CAPITAL ADVISORS, LLC 33,539$804,2550.72%
Harvest Investment Services, LLC 13,509$323,9400.35%
Beacon Financial Advisory LLC 12,897$309,2710.22%
Kesler, Norman & Wride, LLC 29,335$703,4530.18%
Chicago Partners Investment Group LLC 109,971$2,921,9220.18%
FLOW TRADERS U.S. LLC 66,541$1,5960.08%
Bensler, LLC 14,228$341,1880.08%
M Holdings Securities, Inc. 22,054$5290.06%
Financial Advocates Investment Management 26,742$641,2780.05%
View complete list of FIRST TR S&P REIT INDEX FD shareholders