FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 68 filers reported holding FIRST TR S&P REIT INDEX FD in Q4 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 ↓ |
|---|---|---|---|
| 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% |