FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 48 filers reported holding FIRST TR S&P REIT INDEX FD in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $786,000 | +4.8% | 30,062 | +6.9% | 0.01% | -16.7% |
| Q3 2019 | $750,000 | -6.7% | 28,112 | -12.7% | 0.01% | 0.0% |
| Q2 2019 | $804,000 | +54.0% | 32,209 | +53.6% | 0.01% | +50.0% |
| Q1 2019 | $522,000 | +120.3% | 20,974 | +91.6% | 0.00% | +100.0% |
| Q4 2018 | $237,000 | -7.4% | 10,949 | -0.4% | 0.00% | -33.3% |
| Q3 2018 | $256,000 | -17.2% | 10,995 | -17.0% | 0.00% | -25.0% |
| Q2 2018 | $309,000 | -48.0% | 13,247 | -52.4% | 0.00% | -50.0% |
| Q1 2018 | $594,000 | -12.1% | 27,854 | -4.2% | 0.01% | -11.1% |
| Q4 2017 | $676,000 | -3.0% | 29,074 | -2.8% | 0.01% | -18.2% |
| Q3 2017 | $697,000 | +9.9% | 29,926 | +9.7% | 0.01% | 0.0% |
| Q2 2017 | $634,000 | +46.4% | 27,283 | +45.1% | 0.01% | +22.2% |
| Q1 2017 | $433,000 | +47.3% | 18,807 | +47.4% | 0.01% | +28.6% |
| Q4 2016 | $294,000 | +78.2% | 12,756 | +86.6% | 0.01% | +75.0% |
| Q3 2016 | $165,000 | +9.3% | 6,836 | +11.3% | 0.00% | 0.0% |
| Q2 2016 | $151,000 | – | 6,140 | – | 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% |