AE Wealth Management LLC - 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 68 filers reported holding FIRST TR S&P REIT INDEX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

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Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of FIRST TR S&P REIT INDEX FD
ValueSharesWeighting
Q3 2023$769,866
+0.7%
33,692
+8.5%
0.01%0.0%
Q2 2023$764,386
-0.2%
31,056
-1.2%
0.01%0.0%
Q1 2023$765,550
-7.2%
31,439
-8.6%
0.01%
-16.7%
Q4 2022$824,807
-57.4%
34,396
-59.1%
0.01%
-60.0%
Q3 2022$1,936,000
+57.3%
84,042
+75.8%
0.02%
+50.0%
Q2 2022$1,231,000
-15.1%
47,811
+2.9%
0.01%0.0%
Q1 2022$1,450,000
+1.9%
46,486
+6.5%
0.01%0.0%
Q4 2021$1,423,000
+55.9%
43,660
+35.2%
0.01%
+25.0%
Q3 2021$913,000
+26.1%
32,296
+25.1%
0.01%
+33.3%
Q2 2021$724,000
+45.1%
25,810
+30.3%
0.01%
+20.0%
Q1 2021$499,000
+7.1%
19,808
-1.3%
0.01%0.0%
Q4 2020$466,000
+14.2%
20,067
+3.8%
0.01%
-16.7%
Q3 2020$408,000
-19.0%
19,338
-19.6%
0.01%
-25.0%
Q2 2020$504,000
-2.1%
24,062
-11.6%
0.01%
-33.3%
Q1 2020$515,000
+53.7%
27,232
+102.6%
0.01%
+20.0%
Q2 2019$335,000–13,440–0.01%–
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Other shareholders
FIRST TR S&P REIT INDEX FD shareholders Q4 2021
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