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 | 2,236,950 | $55,208,000 | 8.58% |
| Shamrock Asset Management LLC | 257,532 | $6,356,000 | 3.69% |
| NAVELLIER & ASSOCIATES INC | 640,174 | $15,799,000 | 2.36% |
| WESPAC Advisors, LLC | 48,856 | $1,206,000 | 1.25% |
| First Horizon Advisors, Inc. | 369,308 | $9,113,000 | 1.24% |
| Risk Paradigm Group, LLC | 30,240 | $746,323,000 | 1.01% |
| Visionary Asset Management, Inc. | 75,253 | $1,860,000 | 0.66% |
| Prospera Financial Services Inc | 66,307 | $1,636,000 | 0.34% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 44,859 | $1,107,000 | 0.22% |
| Stratos Wealth Partners, LTD. | 103,711 | $2,560,000 | 0.19% |