FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 58 filers reported holding FIRST TR S&P REIT INDEX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $225,000 | -19.4% | 9,787 | -0.6% | 0.00% | – |
| Q3 2021 | $279,000 | -17.5% | 9,849 | -38.5% | 0.00% | – |
| Q3 2020 | $338,000 | -63.3% | 16,012 | -67.1% | 0.00% | -100.0% |
| Q1 2020 | $920,000 | +192.1% | 48,617 | +285.0% | 0.00% | 0.0% |
| Q2 2019 | $315,000 | -73.3% | 12,628 | -75.1% | 0.00% | -50.0% |
| Q3 2018 | $1,181,000 | +202.0% | 50,663 | +202.6% | 0.00% | +100.0% |
| Q2 2018 | $391,000 | -31.9% | 16,744 | -37.9% | 0.00% | 0.0% |
| Q1 2018 | $574,000 | -48.2% | 26,967 | -43.3% | 0.00% | -66.7% |
| Q4 2017 | $1,108,000 | +190.8% | 47,602 | +191.1% | 0.00% | +200.0% |
| Q3 2017 | $381,000 | -56.4% | 16,351 | -56.5% | 0.00% | -66.7% |
| Q2 2017 | $874,000 | +135.6% | 37,617 | +134.0% | 0.00% | +50.0% |
| Q1 2017 | $371,000 | -0.8% | 16,076 | -0.8% | 0.00% | 0.0% |
| Q4 2016 | $374,000 | +47.2% | 16,206 | +54.3% | 0.00% | +100.0% |
| Q3 2016 | $254,000 | -71.8% | 10,504 | -71.3% | 0.00% | -75.0% |
| Q2 2016 | $902,000 | +14.5% | 36,536 | +8.0% | 0.00% | 0.0% |
| Q1 2016 | $788,000 | +162.7% | 33,815 | +135.5% | 0.00% | +100.0% |
| Q3 2015 | $300,000 | -87.5% | 14,359 | -86.2% | 0.00% | -89.5% |
| Q1 2015 | $2,409,000 | +582.4% | 103,891 | +501.1% | 0.02% | +375.0% |
| Q2 2014 | $353,000 | – | 17,283 | – | 0.00% | – |
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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% |