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 ↓ |
|---|---|---|---|
| HAYS ADVISORY LLC | 1,776,006 | $41,177,000 | 5.32% |
| First Horizon Advisors, Inc. | 719,036 | $16,797,000 | 2.43% |
| Shamrock Asset Management LLC | 227,717 | $5,280,000 | 2.10% |
| Risk Paradigm Group, LLC | 39,999 | $927,376,000 | 0.91% |
| Visionary Asset Management, Inc. | 99,122 | $2,298,000 | 0.72% |
| Prospera Financial Services Inc | 98,022 | $2,273,000 | 0.51% |
| SHEETS SMITH WEALTH MANAGEMENT | 47,000 | $1,089,000 | 0.30% |
| Stratos Wealth Partners, LTD. | 103,828 | $2,402,000 | 0.29% |
| VSR Financial Services, Inc. | 82,559 | $1,914,000 | 0.20% |
| STEPHENS INC /AR/ | 120,025 | $2,783,000 | 0.13% |