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 Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $269,000 | -33.7% | 10,288 | -32.5% | 0.04% | -35.8% |
| Q3 2019 | $406,000 | +60.5% | 15,247 | +50.1% | 0.07% | +71.8% |
| Q2 2019 | $253,000 | 0.0% | 10,161 | -6.5% | 0.04% | +18.2% |
| Q3 2018 | $253,000 | +16.1% | 10,863 | +14.8% | 0.03% | +3.1% |
| Q1 2017 | $218,000 | -3.1% | 9,462 | +1.8% | 0.03% | 0.0% |
| Q3 2016 | $225,000 | -98.6% | 9,297 | -98.5% | 0.03% | -98.6% |
| Q2 2016 | $15,799,000 | +7532.4% | 640,174 | +7064.0% | 2.36% | +12310.5% |
| Q1 2015 | $207,000 | -56.6% | 8,936 | -64.2% | 0.02% | -13.6% |
| Q1 2013 | $477,000 | +14.1% | 24,981 | +6.1% | 0.02% | +4.8% |
| Q4 2012 | $418,000 | +14.5% | 23,548 | +12.8% | 0.02% | +16.7% |
| Q3 2012 | $365,000 | – | 20,877 | – | 0.02% | – |
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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% |