FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 58 filers reported holding FIRST TR S&P REIT INDEX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $581,000 | -12.9% | 25,219 | -2.7% | 0.42% | -8.8% |
| Q2 2022 | $667,000 | -17.5% | 25,907 | +0.0% | 0.46% | -6.6% |
| Q1 2022 | $808,000 | +0.9% | 25,906 | +5.4% | 0.49% | +2.7% |
| Q4 2021 | $801,000 | +18.1% | 24,574 | +2.6% | 0.47% | +8.5% |
| Q3 2021 | $678,000 | +2.9% | 23,961 | +2.0% | 0.44% | +3.6% |
| Q2 2021 | $659,000 | – | 23,499 | – | 0.42% | – |
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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% |