FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 47 filers reported holding FIRST TR S&P REIT INDEX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $6,548 | +40.3% | 269 | +37.9% | 0.00% | – |
| Q4 2022 | $4,667 | -97.8% | 195 | -97.1% | 0.00% | -100.0% |
| Q1 2022 | $208,000 | -0.5% | 6,656 | +3.8% | 0.01% | 0.0% |
| Q4 2021 | $209,000 | – | 6,410 | – | 0.01% | – |
| Q4 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2020 | $54,000 | -6.9% | 2,539 | -17.0% | 0.00% | -25.0% |
| Q1 2020 | $58,000 | -44.2% | 3,060 | -22.9% | 0.00% | -20.0% |
| Q4 2019 | $104,000 | +136.4% | 3,968 | +123.5% | 0.01% | +66.7% |
| Q3 2019 | $44,000 | 0.0% | 1,775 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $44,000 | -6.4% | 1,775 | -5.9% | 0.00% | 0.0% |
| Q1 2019 | $47,000 | +135.0% | 1,887 | +107.8% | 0.00% | +50.0% |
| Q4 2018 | $20,000 | – | 908 | – | 0.00% | – |
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% |