FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 55 filers reported holding FIRST TR S&P REIT INDEX FD in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $95,000 | -84.0% | 3,680 | -88.3% | 0.01% | -90.6% |
| Q1 2020 | $595,000 | -21.4% | 31,456 | +8.6% | 0.13% | +0.8% |
| Q4 2019 | $757,000 | +26.8% | 28,964 | +29.1% | 0.13% | +13.4% |
| Q3 2019 | $597,000 | +16.8% | 22,438 | +9.6% | 0.11% | +7.7% |
| Q2 2019 | $511,000 | -24.2% | 20,479 | -24.4% | 0.10% | -10.3% |
| Q1 2019 | $674,000 | +16.8% | 27,086 | +1.4% | 0.12% | -2.5% |
| Q4 2018 | $577,000 | -14.9% | 26,710 | -8.1% | 0.12% | +3.5% |
| Q3 2018 | $678,000 | -0.7% | 29,068 | -0.5% | 0.12% | -6.5% |
| Q2 2018 | $683,000 | +11.4% | 29,225 | +1.5% | 0.12% | +9.8% |
| Q1 2018 | $613,000 | -5.8% | 28,794 | +3.0% | 0.11% | -5.9% |
| Q4 2017 | $651,000 | – | 27,962 | – | 0.12% | – |
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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% |