FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 47 filers reported holding FIRST TR S&P REIT INDEX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $235,242 | +10.1% | 8,965 | -4.2% | 0.03% | 0.0% |
| Q3 2023 | $213,739 | -7.0% | 9,354 | +0.2% | 0.03% | -3.7% |
| Q2 2023 | $229,717 | +2.1% | 9,333 | +1.0% | 0.03% | -3.6% |
| Q1 2023 | $225,043 | -3.0% | 9,242 | -4.4% | 0.03% | -6.7% |
| Q4 2022 | $231,911 | -57.3% | 9,671 | -59.0% | 0.03% | -60.5% |
| Q3 2022 | $543,000 | -9.5% | 23,586 | +1.2% | 0.08% | -5.0% |
| Q2 2022 | $600,000 | -14.8% | 23,305 | +3.3% | 0.08% | -1.2% |
| Q1 2022 | $704,000 | -1.5% | 22,550 | +2.9% | 0.08% | +1.2% |
| Q4 2021 | $715,000 | -28.5% | 21,923 | +11.6% | 0.08% | -33.3% |
| Q3 2021 | $1,000,000 | – | 19,646 | +17.1% | 0.12% | – |
| Q2 2021 | $0 | -100.0% | 16,773 | +36.0% | 0.00% | -100.0% |
| Q1 2021 | $1,000,000 | 0.0% | 12,337 | +21.1% | 0.13% | -10.9% |
| Q4 2020 | $1,000,000 | – | 10,187 | – | 0.15% | – |
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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% |