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 2023 | $848 | -10.6% | 37,103 | -3.8% | 0.00% | 0.0% |
| Q2 2023 | $949 | +6.7% | 38,571 | +5.6% | 0.00% | 0.0% |
| Q1 2023 | $889 | +1.3% | 36,534 | -0.3% | 0.00% | 0.0% |
| Q4 2022 | $878 | -99.9% | 36,635 | -10.7% | 0.00% | 0.0% |
| Q3 2022 | $945,000 | +12.4% | 41,041 | +25.5% | 0.00% | 0.0% |
| Q2 2022 | $841,000 | +16.5% | 32,691 | +41.1% | 0.00% | 0.0% |
| Q1 2022 | $722,000 | +104.5% | 23,166 | +113.5% | 0.00% | +100.0% |
| Q4 2021 | $353,000 | +54.8% | 10,851 | +24.2% | 0.00% | 0.0% |
| Q4 2019 | $228,000 | -11.6% | 8,735 | -10.2% | 0.00% | 0.0% |
| Q3 2019 | $258,000 | +24.0% | 9,723 | +16.1% | 0.00% | 0.0% |
| Q2 2019 | $208,000 | +0.5% | 8,373 | +0.3% | 0.00% | 0.0% |
| Q1 2019 | $207,000 | +1.5% | 8,352 | -4.4% | 0.00% | 0.0% |
| Q2 2018 | $204,000 | -7.7% | 8,736 | -16.1% | 0.00% | 0.0% |
| Q1 2018 | $221,000 | -20.8% | 10,417 | -13.0% | 0.00% | -50.0% |
| Q4 2017 | $279,000 | – | 11,979 | – | 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% |