FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 40 filers reported holding FIRST TR S&P REIT INDEX FD in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $100,000 | -98.8% | 4,284 | -98.9% | 0.06% | -98.6% |
| Q1 2018 | $8,308,000 | -30.5% | 390,058 | -24.0% | 4.01% | -5.6% |
| Q4 2017 | $11,956,000 | -31.3% | 513,569 | -31.3% | 4.25% | -15.6% |
| Q3 2017 | $17,410,000 | -41.1% | 748,023 | -41.2% | 5.03% | -30.3% |
| Q2 2017 | $29,546,000 | -24.1% | 1,271,884 | -24.7% | 7.22% | -21.0% |
| Q1 2017 | $38,950,000 | -16.9% | 1,689,806 | -16.9% | 9.14% | -12.6% |
| Q4 2016 | $46,871,000 | -12.2% | 2,032,564 | -7.8% | 10.46% | +17.6% |
| Q3 2016 | $53,393,000 | -3.3% | 2,205,417 | -1.4% | 8.89% | +3.6% |
| Q2 2016 | $55,208,000 | +4.7% | 2,236,950 | -1.2% | 8.58% | +15.8% |
| Q1 2016 | $52,722,000 | +10.1% | 2,263,718 | +4.3% | 7.41% | -8.8% |
| Q4 2015 | $47,906,000 | +7.2% | 2,169,667 | +1.4% | 8.13% | +20.3% |
| Q3 2015 | $44,672,000 | +17.0% | 2,139,485 | +15.5% | 6.76% | +22.0% |
| Q2 2015 | $38,195,000 | -7.2% | 1,852,752 | +4.3% | 5.54% | +4.1% |
| Q1 2015 | $41,177,000 | +4.2% | 1,776,006 | +0.1% | 5.32% | +0.5% |
| Q4 2014 | $39,502,000 | +12.8% | 1,773,757 | -0.4% | 5.29% | +14.3% |
| Q3 2014 | $35,010,000 | +4.1% | 1,780,767 | +8.2% | 4.63% | +9.5% |
| Q2 2014 | $33,646,000 | +13.4% | 1,646,173 | +6.4% | 4.23% | +17.3% |
| Q1 2014 | $29,667,000 | +13.7% | 1,547,278 | +4.0% | 3.60% | +13.8% |
| Q4 2013 | $26,092,000 | -5.6% | 1,487,578 | -3.9% | 3.17% | -11.1% |
| Q3 2013 | $27,651,000 | -4.5% | 1,548,195 | -0.3% | 3.56% | -13.1% |
| Q2 2013 | $28,944,000 | – | 1,552,764 | – | 4.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Family Advisors, LLC | 152,385 | $3,794,000 | 3.38% |
| Peak Capital Management LLC | 188,977 | $4,706,000 | 3.22% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 52,682 | $1,312,000 | 1.01% |
| Harvest Investment Services, LLC | 53,488 | $1,332,000 | 0.77% |
| Townsend & Associates, Inc | 13,890 | $346,000 | 0.35% |
| Quad-Cities Investment Group, LLC | 14,398 | $358,000 | 0.32% |
| Chicago Partners Investment Group LLC | 80,037 | $1,957,000 | 0.29% |
| Fulcrum Equity Management | 25,783 | $642,000 | 0.22% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 9,784 | $244,000 | 0.18% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 71,261 | $1,774,000 | 0.16% |