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%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $135,000,000 | -2.2% | 5,780 | -7.6% | 0.00% | 0.0% |
| Q4 2015 | $138,000,000 | +99180.6% | 6,255 | -6.4% | 0.00% | 0.0% |
| Q3 2015 | $139,000 | -99.9% | 6,683 | -17.4% | 0.00% | 0.0% |
| Q2 2015 | $166,714,000 | -11.1% | 8,087 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $187,497,000 | +8.1% | 8,087 | +3.9% | 0.00% | 0.0% |
| Q4 2014 | $173,394,000 | -6.4% | 7,786 | -17.4% | 0.00% | 0.0% |
| Q3 2014 | $185,276,000 | +0.9% | 9,424 | +4.9% | 0.00% | 0.0% |
| Q2 2014 | $183,625,000 | +62.6% | 8,984 | +52.5% | 0.00% | 0.0% |
| Q1 2014 | $112,953,000 | +55.7% | 5,891 | +42.4% | 0.00% | – |
| Q4 2013 | $72,563,000 | -67.7% | 4,137 | -67.1% | 0.00% | -100.0% |
| Q3 2013 | $224,608,000 | -78.7% | 12,576 | -77.8% | 0.00% | -83.3% |
| Q2 2013 | $1,053,595,000 | – | 56,523 | – | 0.01% | – |
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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% |