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 | $9,140 | -7.2% | 400 | 0.0% | 0.00% | -100.0% |
| Q2 2023 | $9,844 | +1.1% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $9,740 | +1.5% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $9,592 | +6.6% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | -10.0% | 400 | 0.0% | 0.00% | – |
| Q2 2022 | $10,000 | -16.7% | 400 | 0.0% | 0.00% | -100.0% |
| Q1 2022 | $12,000 | -7.7% | 400 | 0.0% | 0.00% | – |
| Q4 2021 | $13,000 | +18.2% | 400 | 0.0% | 0.00% | – |
| Q3 2021 | $11,000 | 0.0% | 400 | 0.0% | 0.00% | – |
| Q2 2021 | $11,000 | +10.0% | 400 | 0.0% | 0.00% | – |
| Q1 2021 | $10,000 | 0.0% | 400 | 0.0% | 0.00% | – |
| Q4 2020 | $10,000 | +25.0% | 400 | 0.0% | 0.00% | – |
| Q3 2020 | $8,000 | 0.0% | 400 | 0.0% | 0.00% | – |
| Q2 2020 | $8,000 | +14.3% | 400 | 0.0% | 0.00% | – |
| Q1 2020 | $7,000 | -30.0% | 400 | 0.0% | 0.00% | -100.0% |
| Q4 2019 | $10,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $10,000 | +11.1% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $9,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $9,000 | +12.5% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $8,000 | -11.1% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $9,000 | +12.5% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $8,000 | -11.1% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $9,000 | -50.0% | 400 | -50.0% | 0.00% | -50.0% |
| Q3 2017 | $18,000 | 0.0% | 800 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $18,000 | 0.0% | 800 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $18,000 | +12.5% | 800 | +14.3% | 0.00% | 0.0% |
| Q4 2016 | $16,000 | -50.0% | 700 | -48.1% | 0.00% | -50.0% |
| Q3 2016 | $32,000 | -3.0% | 1,350 | 0.0% | 0.00% | -20.0% |
| Q2 2016 | $33,000 | +6.5% | 1,350 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $31,000 | – | 1,350 | – | 0.01% | – |
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% |