FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 68 filers reported holding FIRST TR S&P REIT INDEX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $978,528 | +228.2% | 42,824 | +253.6% | 0.00% | +200.0% |
| Q2 2023 | $298,118 | -75.1% | 12,112 | -75.4% | 0.00% | -66.7% |
| Q1 2023 | $1,199,530 | +254037.7% | 49,262 | +150.1% | 0.00% | +200.0% |
| Q4 2022 | $472 | -100.0% | 19,700 | -71.7% | 0.00% | -80.0% |
| Q3 2022 | $1,606,000 | +88.9% | 69,716 | +111.0% | 0.01% | +150.0% |
| Q2 2022 | $850,000 | +25.4% | 33,040 | +52.1% | 0.00% | 0.0% |
| Q1 2022 | $678,000 | +5.0% | 21,719 | +9.6% | 0.00% | 0.0% |
| Q4 2021 | $646,000 | +55.7% | 19,809 | +35.1% | 0.00% | +100.0% |
| Q3 2021 | $415,000 | -1.2% | 14,664 | -2.2% | 0.00% | 0.0% |
| Q2 2021 | $420,000 | -42.7% | 14,987 | -46.6% | 0.00% | -66.7% |
| Q4 2019 | $733,000 | +211.9% | 28,058 | +217.8% | 0.00% | +200.0% |
| Q3 2019 | $235,000 | -48.6% | 8,828 | -53.2% | 0.00% | -75.0% |
| Q3 2016 | $457,000 | – | 18,876 | – | 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% |