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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1 | -100.0% | 6 | -98.2% | 0.00% | – |
| Q3 2022 | $8,000 | 0.0% | 331 | 0.0% | 0.00% | – |
| Q2 2022 | $8,000 | 0.0% | 331 | 0.0% | 0.00% | – |
| Q1 2022 | $8,000 | – | 331 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2019 | $54,000 | +1700.0% | 2,010 | +1286.2% | 0.00% | – |
| Q1 2019 | $3,000 | -81.2% | 145 | -80.2% | 0.00% | -100.0% |
| Q4 2018 | $16,000 | -78.4% | 731 | -76.9% | 0.00% | -66.7% |
| Q3 2018 | $74,000 | -34.5% | 3,171 | -34.4% | 0.00% | -40.0% |
| Q2 2018 | $113,000 | -44.6% | 4,831 | -45.0% | 0.01% | -44.4% |
| Q1 2018 | $204,000 | 0.0% | 8,784 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $204,000 | -10.5% | 8,784 | -10.2% | 0.01% | 0.0% |
| Q3 2017 | $228,000 | -46.7% | 9,782 | -46.9% | 0.01% | -50.0% |
| Q2 2017 | $428,000 | -20.9% | 18,415 | -21.6% | 0.02% | -25.0% |
| Q1 2017 | $541,000 | -21.9% | 23,482 | -21.8% | 0.02% | -27.3% |
| Q4 2016 | $693,000 | -10.5% | 30,031 | -6.1% | 0.03% | -17.5% |
| Q3 2016 | $774,000 | +70.5% | 31,987 | +73.8% | 0.04% | +60.0% |
| Q2 2016 | $454,000 | +15033.3% | 18,401 | +12590.3% | 0.02% | – |
| Q1 2016 | $3,000 | -99.3% | 145 | -99.3% | 0.00% | -100.0% |
| Q4 2015 | $454,000 | – | 20,554 | – | 0.03% | – |
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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% |