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%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $708,210 | -3.1% | 30,994 | +4.4% | 0.05% | -1.9% |
| Q2 2023 | $730,972 | -1.3% | 29,698 | -2.4% | 0.05% | -1.9% |
| Q1 2023 | $740,950 | +15.5% | 30,429 | +13.8% | 0.05% | +10.4% |
| Q4 2022 | $641,278 | +56.0% | 26,742 | +49.8% | 0.05% | +41.2% |
| Q3 2022 | $411,000 | +37.0% | 17,846 | +53.4% | 0.03% | +41.7% |
| Q2 2022 | $300,000 | +28.8% | 11,636 | +55.7% | 0.02% | +60.0% |
| Q1 2022 | $233,000 | – | 7,473 | – | 0.02% | – |
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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% |