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 | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $289,000 | -21.7% | 12,412 | -21.8% | 0.00% | 0.0% |
| Q2 2017 | $369,000 | -12.6% | 15,881 | -13.2% | 0.00% | -33.3% |
| Q1 2017 | $422,000 | +6.3% | 18,297 | +6.3% | 0.00% | 0.0% |
| Q4 2016 | $397,000 | -10.6% | 17,210 | -6.1% | 0.00% | -25.0% |
| Q3 2016 | $444,000 | -73.9% | 18,322 | -73.4% | 0.00% | -71.4% |
| Q2 2016 | $1,699,000 | +344.8% | 68,859 | +320.4% | 0.01% | +366.7% |
| Q1 2016 | $382,000 | +20.5% | 16,381 | +14.0% | 0.00% | 0.0% |
| Q4 2015 | $317,000 | -4.2% | 14,374 | -9.4% | 0.00% | 0.0% |
| Q3 2015 | $331,000 | -16.4% | 15,863 | -17.5% | 0.00% | -25.0% |
| Q2 2015 | $396,000 | -15.4% | 19,230 | -4.7% | 0.00% | -20.0% |
| Q1 2015 | $468,000 | +12.8% | 20,182 | +8.3% | 0.01% | 0.0% |
| Q4 2014 | $415,000 | +38.3% | 18,631 | +22.1% | 0.01% | +25.0% |
| Q3 2014 | $300,000 | -27.0% | 15,260 | -24.1% | 0.00% | -20.0% |
| Q2 2014 | $411,000 | +47.8% | 20,116 | +38.9% | 0.01% | +25.0% |
| Q1 2014 | $278,000 | -1.1% | 14,486 | -4.1% | 0.00% | -20.0% |
| Q2 2013 | $281,000 | – | 15,101 | – | 0.01% | – |
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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% |