FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 75 filers reported holding FIRST TR S&P REIT INDEX FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $208,000 | -7.6% | 6,712 | -2.4% | 0.00% | 0.0% |
| Q4 2021 | $225,000 | +100.9% | 6,877 | +15.7% | 0.00% | 0.0% |
| Q1 2020 | $112,000 | +300.0% | 5,946 | +395.5% | 0.00% | +100.0% |
| Q1 2017 | $28,000 | 0.0% | 1,200 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $28,000 | -3.4% | 1,200 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $29,000 | -3.3% | 1,200 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $30,000 | +7.1% | 1,200 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $28,000 | +7.7% | 1,200 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $26,000 | +4.0% | 1,200 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $25,000 | 0.0% | 1,200 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $25,000 | -10.7% | 1,200 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $28,000 | +3.7% | 1,200 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $27,000 | – | 1,200 | – | 0.00% | – |
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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% |