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 Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $326,527 | +2.4% | 14,290 | +10.3% | 0.21% | +15.4% |
| Q2 2023 | $318,821 | -1.9% | 12,953 | -2.9% | 0.18% | -27.5% |
| Q1 2023 | $324,955 | +0.3% | 13,345 | -1.2% | 0.25% | -27.5% |
| Q4 2022 | $323,940 | +14.9% | 13,509 | +10.1% | 0.35% | +0.3% |
| Q3 2022 | $282,000 | -43.3% | 12,275 | -36.5% | 0.34% | -9.4% |
| Q2 2022 | $497,000 | -57.5% | 19,340 | -48.4% | 0.38% | -45.6% |
| Q1 2022 | $1,169,000 | -59.9% | 37,490 | -58.0% | 0.70% | -43.0% |
| Q4 2021 | $2,912,000 | +38.5% | 89,342 | +20.1% | 1.23% | +42.8% |
| Q3 2021 | $2,103,000 | +485.8% | 74,398 | +479.9% | 0.86% | +468.9% |
| Q2 2021 | $359,000 | +12.5% | 12,830 | +1.2% | 0.15% | +4.9% |
| Q1 2021 | $319,000 | +1.9% | 12,682 | -5.9% | 0.14% | -10.6% |
| Q4 2020 | $313,000 | -4.0% | 13,478 | -12.9% | 0.16% | -13.9% |
| Q3 2020 | $326,000 | -7.6% | 15,476 | -8.4% | 0.19% | -10.5% |
| Q2 2020 | $353,000 | +15.4% | 16,896 | +4.2% | 0.21% | -48.6% |
| Q1 2020 | $306,000 | -79.9% | 16,217 | -72.2% | 0.41% | -49.7% |
| Q4 2019 | $1,523,000 | +14.2% | 58,326 | +15.1% | 0.81% | +20.9% |
| Q3 2019 | $1,334,000 | -12.0% | 50,670 | -16.9% | 0.67% | -22.5% |
| Q2 2019 | $1,516,000 | +13.8% | 60,956 | +14.0% | 0.86% | +11.6% |
| Q1 2019 | $1,332,000 | +16.9% | 53,488 | +11.4% | 0.77% | -26.4% |
| Q4 2018 | $1,139,000 | – | 48,016 | – | 1.05% | – |
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% |