FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 49 filers reported holding FIRST TR S&P REIT INDEX FD in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $4,279,000 | -15.3% | 226,047 | +16.5% | 4.58% | +11.7% |
| Q4 2019 | $5,049,000 | +30.9% | 194,115 | +34.0% | 4.10% | +58.8% |
| Q3 2019 | $3,857,000 | +6.6% | 144,870 | +0.3% | 2.58% | +4.7% |
| Q2 2019 | $3,619,000 | -23.1% | 144,483 | -23.5% | 2.46% | -23.5% |
| Q1 2019 | $4,706,000 | +42.6% | 188,977 | +23.8% | 3.22% | +36.0% |
| Q4 2018 | $3,299,000 | -9.2% | 152,597 | -4.7% | 2.37% | -11.3% |
| Q3 2018 | $3,635,000 | -11.5% | 160,202 | -8.8% | 2.67% | +7.6% |
| Q2 2018 | $4,106,000 | +38.8% | 175,693 | +38.3% | 2.48% | +23.3% |
| Q4 2017 | $2,958,000 | 0.0% | 127,083 | 0.0% | 2.01% | +2.3% |
| Q3 2017 | $2,958,000 | +6.2% | 127,083 | +6.0% | 1.97% | +26.3% |
| Q2 2017 | $2,786,000 | – | 119,933 | – | 1.56% | – |
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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% |