FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 61 filers reported holding FIRST TR S&P REIT INDEX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $45,700 | -7.2% | 2,000 | 0.0% | 0.00% | – |
Q2 2023 | $49,227 | +1.1% | 2,000 | 0.0% | 0.00% | – |
Q1 2023 | $48,700 | +1.5% | 2,000 | 0.0% | 0.00% | – |
Q4 2022 | $47,960 | +4.3% | 2,000 | 0.0% | 0.00% | – |
Q3 2022 | $46,000 | -9.8% | 2,000 | 0.0% | 0.00% | – |
Q2 2022 | $51,000 | -17.7% | 2,000 | 0.0% | 0.00% | – |
Q1 2022 | $62,000 | -4.6% | 2,000 | 0.0% | 0.00% | – |
Q4 2021 | $65,000 | +14.0% | 2,000 | 0.0% | 0.00% | – |
Q3 2021 | $57,000 | +1.8% | 2,000 | 0.0% | 0.00% | – |
Q2 2021 | $56,000 | +12.0% | 2,000 | 0.0% | 0.00% | – |
Q1 2021 | $50,000 | +8.7% | 2,000 | 0.0% | 0.00% | – |
Q4 2020 | $46,000 | +9.5% | 2,000 | 0.0% | 0.00% | – |
Q3 2020 | $42,000 | 0.0% | 2,000 | 0.0% | 0.00% | – |
Q2 2020 | $42,000 | +10.5% | 2,000 | 0.0% | 0.00% | – |
Q1 2020 | $38,000 | -26.9% | 2,000 | 0.0% | 0.00% | – |
Q4 2019 | $52,000 | -1.9% | 2,000 | 0.0% | 0.00% | – |
Q3 2019 | $53,000 | +6.0% | 2,000 | 0.0% | 0.00% | – |
Q2 2019 | $50,000 | 0.0% | 2,000 | 0.0% | 0.00% | – |
Q1 2019 | $50,000 | +16.3% | 2,000 | 0.0% | 0.00% | – |
Q4 2018 | $43,000 | -8.5% | 2,000 | 0.0% | 0.00% | – |
Q3 2018 | $47,000 | 0.0% | 2,000 | 0.0% | 0.00% | – |
Q2 2018 | $47,000 | +9.3% | 2,000 | 0.0% | 0.00% | – |
Q1 2018 | $43,000 | -17.3% | 2,000 | -10.8% | 0.00% | – |
Q4 2017 | $52,000 | +10.6% | 2,243 | +12.2% | 0.00% | – |
Q3 2017 | $47,000 | +2.2% | 2,000 | 0.0% | 0.00% | – |
Q2 2017 | $46,000 | -50.0% | 2,000 | -50.0% | 0.00% | -100.0% |
Q1 2017 | $92,000 | 0.0% | 4,000 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $92,000 | -5.2% | 4,000 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $97,000 | -2.0% | 4,000 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $99,000 | +6.5% | 4,000 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $93,000 | +5.7% | 4,000 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $88,000 | +4.8% | 4,000 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $84,000 | +2.4% | 4,000 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $82,000 | -11.8% | 4,000 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $93,000 | +4.5% | 4,000 | 0.0% | 0.00% | 0.0% |
Q4 2014 | $89,000 | +12.7% | 4,000 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $79,000 | -3.7% | 4,000 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $82,000 | -3.5% | 4,000 | -10.0% | 0.00% | 0.0% |
Q1 2014 | $85,000 | +962.5% | 4,443 | +902.9% | 0.00% | – |
Q4 2013 | $8,000 | 0.0% | 443 | 0.0% | 0.00% | – |
Q3 2013 | $8,000 | 0.0% | 443 | 0.0% | 0.00% | – |
Q2 2013 | $8,000 | – | 443 | – | 0.00% | – |
Download |
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% |