OSAIC HOLDINGS, INC. - FIRST TR S&P REIT INDEX FD ownership

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FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 46 filers reported holding FIRST TR S&P REIT INDEX FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

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Quarter-by-quarter ownership
OSAIC HOLDINGS, INC. ownership history of FIRST TR S&P REIT INDEX FD
ValueSharesWeighting
Q3 2023$1,034,733
+6.7%
45,281
+15.0%
0.00%0.0%
Q2 2023$969,597
-6.3%
39,390
-7.3%
0.00%0.0%
Q1 2023$1,034,322
+7.9%
42,473
+6.3%
0.00%0.0%
Q4 2022$958,763
-25.4%
39,942
-28.3%
0.00%
-33.3%
Q3 2022$1,285,000
-27.7%
55,738
-19.2%
0.00%
-25.0%
Q2 2022$1,777,000
-25.9%
68,993
-10.2%
0.00%
-20.0%
Q1 2022$2,397,000
+112.3%
76,838
+121.7%
0.01%
+150.0%
Q4 2021$1,129,000
-12.7%
34,651
-24.2%
0.00%
-33.3%
Q3 2021$1,293,000
+12.1%
45,740
+11.2%
0.00%
+50.0%
Q2 2021$1,153,000
+10.4%
41,117
-0.8%
0.00%
-33.3%
Q1 2021$1,044,000
+2.7%
41,429
-5.5%
0.00%0.0%
Q4 2020$1,017,000
+12.5%
43,862
+2.4%
0.00%0.0%
Q3 2020$904,000
-5.6%
42,849
-6.4%
0.00%0.0%
Q2 2020$958,000
+4.0%
45,783
-5.8%
0.00%
-25.0%
Q1 2020$921,000–48,627–0.00%–
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Other shareholders
FIRST TR S&P REIT INDEX FD shareholders Q3 2020
NameSharesValueWeighting ↓
Aft, Forsyth & Sober, LLC 209,450$4,785,9322.02%
FISCHER INVESTMENT STRATEGIES, LLC 54,861$1,253,5841.27%
COTTONWOOD CAPITAL ADVISORS, LLC 29,714$678,9710.63%
Harvest Investment Services, LLC 14,290$326,5270.21%
Kesler, Norman & Wride, LLC 28,746$656,8460.16%
Vestmark Advisory Solutions, Inc. 92,896$2,122,6740.15%
RPg Family Wealth Advisory, LLC 15,664$357,9220.15%
Chicago Partners Investment Group LLC 118,455$2,574,0370.14%
Beacon Financial Advisory LLC 10,124$231,3430.13%
Financial Advocates Investment Management 30,994$708,2100.05%
View complete list of FIRST TR S&P REIT INDEX FD shareholders