FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 45 filers reported holding FIRST TR S&P REIT INDEX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $302,878 | -7.2% | 13,255 | 0.0% | 0.03% | -2.9% |
| Q2 2023 | $326,252 | -0.8% | 13,255 | -1.8% | 0.03% | -8.1% |
| Q1 2023 | $328,787 | -6.0% | 13,503 | -7.5% | 0.04% | -14.0% |
| Q4 2022 | $349,894 | -52.3% | 14,591 | -54.2% | 0.04% | -54.3% |
| Q3 2022 | $734,000 | -93.7% | 31,865 | -93.0% | 0.09% | -93.2% |
| Q2 2022 | $11,741,000 | -7.4% | 456,140 | -3.4% | 1.39% | -7.0% |
| Q1 2022 | $12,686,000 | -24.5% | 472,122 | -8.4% | 1.49% | -6.0% |
| Q4 2021 | $16,802,000 | +17.7% | 515,394 | +2.1% | 1.59% | +4.6% |
| Q3 2021 | $14,272,000 | +7.6% | 504,684 | +6.7% | 1.52% | +65.9% |
| Q2 2021 | $13,259,000 | +30.8% | 472,863 | +17.5% | 0.92% | -23.4% |
| Q1 2021 | $10,140,000 | – | 402,375 | – | 1.20% | – |
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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% |