Cypress Wealth Services, 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 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%.

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Quarter-by-quarter ownership
Cypress Wealth Services, LLC ownership history of FIRST TR S&P REIT INDEX FD
ValueSharesWeighting
Q4 2019$287,000
-2.0%
11,0000.0%0.07%
-10.0%
Q3 2019$293,000
+6.9%
11,0000.0%0.08%
+1.3%
Q2 2019$274,0000.0%11,0000.0%0.08%
-9.2%
Q1 2019$274,000
+15.1%
11,0000.0%0.09%
-7.4%
Q4 2018$238,000–11,000–0.09%–
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Other shareholders
FIRST TR S&P REIT INDEX FD shareholders Q3 2023
NameSharesValueWeighting ↓
Aft, Forsyth & Sober, LLC 228,350$5,475,8332.46%
COTTONWOOD CAPITAL ADVISORS, LLC 33,539$804,2550.72%
Harvest Investment Services, LLC 13,509$323,9400.35%
Beacon Financial Advisory LLC 12,897$309,2710.22%
Kesler, Norman & Wride, LLC 29,335$703,4530.18%
Chicago Partners Investment Group LLC 109,971$2,921,9220.18%
FLOW TRADERS U.S. LLC 66,541$1,5960.08%
Bensler, LLC 14,228$341,1880.08%
M Holdings Securities, Inc. 22,054$5290.06%
Financial Advocates Investment Management 26,742$641,2780.05%
View complete list of FIRST TR S&P REIT INDEX FD shareholders