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%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,179 | -53.9% | 533 | -50.4% | 0.00% | – |
| Q2 2023 | $26,429 | +1.8% | 1,074 | +0.8% | 0.00% | – |
| Q1 2023 | $25,966 | +2.0% | 1,066 | +0.5% | 0.00% | – |
| Q4 2022 | $25,448 | +6.0% | 1,061 | +0.5% | 0.00% | – |
| Q3 2022 | $24,000 | -11.1% | 1,056 | 0.0% | 0.00% | – |
| Q2 2022 | $27,000 | -18.2% | 1,056 | 0.0% | 0.00% | -100.0% |
| Q1 2022 | $33,000 | -2.9% | 1,056 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $34,000 | +13.3% | 1,056 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $30,000 | 0.0% | 1,056 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $30,000 | -99.9% | 1,056 | -0.9% | 0.00% | – |
| Q1 2021 | $26,864,000 | +223766.7% | 1,066 | +100.0% | 0.00% | – |
| Q4 2020 | $12,000 | +9.1% | 533 | 0.0% | 0.00% | – |
| Q3 2020 | $11,000 | 0.0% | 533 | 0.0% | 0.00% | – |
| Q2 2020 | $11,000 | +10.0% | 533 | 0.0% | 0.00% | – |
| Q1 2020 | $10,000 | -23.1% | 533 | 0.0% | 0.00% | – |
| Q4 2019 | $13,000 | -7.1% | 533 | 0.0% | 0.00% | – |
| Q3 2019 | $14,000 | +7.7% | 533 | 0.0% | 0.00% | – |
| Q2 2019 | $13,000 | +8.3% | 533 | 0.0% | 0.00% | -100.0% |
| Q3 2018 | $12,000 | 0.0% | 533 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $12,000 | +9.1% | 533 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $11,000 | -35.3% | 533 | -29.3% | 0.00% | 0.0% |
| Q4 2017 | $17,000 | +240.0% | 754 | +241.2% | 0.00% | 0.0% |
| Q3 2017 | $5,000 | – | 221 | – | 0.00% | – |
Download | ||||||
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% |