Valeo Financial Advisors, LLC - FIRST TR S&P REIT INDEX FD ownership

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 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of FIRST TR S&P REIT INDEX FD
ValueSharesWeighting
Q1 2021$7,000
+16.7%
2650.0%0.00%
Q4 2020$6,0000.0%2650.0%0.00%
-100.0%
Q3 2020$6,0000.0%2650.0%0.00%0.0%
Q2 2020$6,0000.0%2650.0%0.00%0.0%
Q1 2020$6,000
-14.3%
2650.0%0.00%0.0%
Q4 2019$7,0000.0%2650.0%0.00%0.0%
Q3 2019$7,0000.0%2650.0%0.00%0.0%
Q2 2019$7,0000.0%2650.0%0.00%0.0%
Q1 2019$7,000
+16.7%
2650.0%0.00%0.0%
Q4 2018$6,0000.0%2650.0%0.00%0.0%
Q3 2018$6,0000.0%2650.0%0.00%0.0%
Q2 2018$6,0002650.00%
Other shareholders
FIRST TR S&P REIT INDEX FD shareholders Q2 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