Kesler, Norman & Wride, LLC - FIRST TR S&P REIT INDEX FD ownership

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FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 60 filers reported holding FIRST TR S&P REIT INDEX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
Kesler, Norman & Wride, LLC ownership history of FIRST TR S&P REIT INDEX FD
ValueSharesWeighting
Q3 2023$656,846
-7.2%
28,7460.0%0.16%
-4.1%
Q2 2023$707,537
+1.1%
28,7460.0%0.17%
-2.3%
Q1 2023$699,965
-0.5%
28,746
-2.0%
0.18%
-2.8%
Q4 2022$703,453
+6.3%
29,335
+2.0%
0.18%
-2.2%
Q3 2022$662,000–28,746–0.18%–
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Other shareholders
FIRST TR S&P REIT INDEX FD shareholders Q3 2023
NameSharesValueWeighting ↓
Aft, Forsyth & Sober, LLC 209,450$4,785,9322.02%
FISCHER INVESTMENT STRATEGIES, LLC 54,861$1,253,5841.27%
COTTONWOOD CAPITAL ADVISORS, LLC 29,714$678,9710.63%
Harvest Investment Services, LLC 14,290$326,5270.21%
Kesler, Norman & Wride, LLC 28,746$656,8460.16%
Vestmark Advisory Solutions, Inc. 92,896$2,122,6740.15%
RPg Family Wealth Advisory, LLC 15,664$357,9220.15%
Chicago Partners Investment Group LLC 118,455$2,574,0370.14%
Beacon Financial Advisory LLC 10,124$231,3430.13%
Financial Advocates Investment Management 30,994$708,2100.05%
View complete list of FIRST TR S&P REIT INDEX FD shareholders