FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 1 filers reported holding FIRST TR S&P REIT INDEX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,503 | -7.2% | 766 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $18,854 | +1.1% | 766 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $18,652 | +1.5% | 766 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $18,369 | +2.0% | 766 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $18,000 | -10.0% | 766 | 0.0% | 0.01% | -16.7% |
| Q2 2022 | $20,000 | -16.7% | 766 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $24,000 | -4.0% | 766 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $25,000 | +13.6% | 766 | 0.0% | 0.01% | +16.7% |
| Q3 2021 | $22,000 | +4.8% | 766 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $21,000 | +10.5% | 766 | 0.0% | 0.01% | +20.0% |
| Q1 2021 | $19,000 | +11.8% | 766 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $17,000 | +6.2% | 766 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $16,000 | – | 766 | – | 0.01% | – |
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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% |