FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 71 filers reported holding FIRST TR S&P REIT INDEX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $346,000 | +40.7% | 13,424 | +70.0% | 0.01% | +80.0% |
| Q1 2022 | $246,000 | +4.7% | 7,895 | +9.7% | 0.01% | 0.0% |
| Q4 2021 | $235,000 | -90.0% | 7,200 | -91.3% | 0.01% | -91.7% |
| Q3 2021 | $2,353,000 | +75.1% | 83,208 | +73.6% | 0.06% | +81.8% |
| Q2 2021 | $1,344,000 | +174.3% | 47,933 | +155.3% | 0.03% | +73.7% |
| Q4 2019 | $490,000 | +135.6% | 18,772 | +140.7% | 0.02% | +111.1% |
| Q3 2019 | $208,000 | +1123.5% | 7,799 | +1000.0% | 0.01% | +800.0% |
| Q3 2018 | $17,000 | -85.8% | 709 | -87.4% | 0.00% | -80.0% |
| Q1 2018 | $120,000 | -89.4% | 5,627 | -88.4% | 0.01% | -90.2% |
| Q4 2017 | $1,127,000 | -0.2% | 48,395 | -0.2% | 0.05% | -3.8% |
| Q3 2017 | $1,129,000 | -4.2% | 48,503 | -4.4% | 0.05% | -13.1% |
| Q2 2017 | $1,178,000 | +5.9% | 50,724 | +5.2% | 0.06% | -3.2% |
| Q1 2017 | $1,112,000 | -50.7% | 48,222 | -50.7% | 0.06% | -55.0% |
| Q4 2016 | $2,256,000 | -9.9% | 97,843 | -5.4% | 0.14% | -17.2% |
| Q3 2016 | $2,503,000 | -2.2% | 103,401 | -0.3% | 0.17% | -11.1% |
| Q2 2016 | $2,560,000 | +2.0% | 103,711 | -3.8% | 0.19% | -11.6% |
| Q1 2016 | $2,511,000 | -0.6% | 107,831 | -5.8% | 0.22% | +1.9% |
| Q4 2015 | $2,527,000 | +7.5% | 114,432 | +0.4% | 0.21% | -30.1% |
| Q2 2015 | $2,350,000 | -2.2% | 113,990 | +9.8% | 0.30% | +5.6% |
| Q1 2015 | $2,402,000 | – | 103,828 | – | 0.29% | – |
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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% |