FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 60 filers reported holding FIRST TR S&P REIT INDEX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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
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% |