FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 47 filers reported holding FIRST TR S&P REIT INDEX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $322,000 | -13.9% | 13,993 | -3.7% | 0.05% | -8.9% |
| Q2 2022 | $374,000 | -24.0% | 14,533 | -7.8% | 0.06% | -16.4% |
| Q1 2022 | $492,000 | -6.3% | 15,771 | -2.0% | 0.07% | -4.3% |
| Q4 2021 | $525,000 | +8.5% | 16,094 | -6.0% | 0.07% | -2.8% |
| Q3 2021 | $484,000 | -7.1% | 17,116 | -8.0% | 0.07% | -8.9% |
| Q2 2021 | $521,000 | +9.5% | 18,598 | -1.6% | 0.08% | -1.2% |
| Q1 2021 | $476,000 | -0.2% | 18,896 | -8.0% | 0.08% | -14.0% |
| Q4 2020 | $477,000 | -44.3% | 20,542 | -49.3% | 0.09% | -55.1% |
| Q3 2020 | $856,000 | – | 40,551 | – | 0.21% | – |
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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% |