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 | ||||
|---|---|---|---|---|---|---|
| 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 | 228,350 | $5,475,833 | 2.46% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 33,539 | $804,255 | 0.72% |
| Harvest Investment Services, LLC | 13,509 | $323,940 | 0.35% |
| Beacon Financial Advisory LLC | 12,897 | $309,271 | 0.22% |
| Kesler, Norman & Wride, LLC | 29,335 | $703,453 | 0.18% |
| Chicago Partners Investment Group LLC | 109,971 | $2,921,922 | 0.18% |
| FLOW TRADERS U.S. LLC | 66,541 | $1,596 | 0.08% |
| Bensler, LLC | 14,228 | $341,188 | 0.08% |
| M Holdings Securities, Inc. | 22,054 | $529 | 0.06% |
| Financial Advocates Investment Management | 26,742 | $641,278 | 0.05% |