FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 73 filers reported holding FIRST TR S&P REIT INDEX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,401,985 | +262.9% | 61,356 | +290.9% | 0.00% | – |
| Q2 2023 | $386,381 | -72.9% | 15,698 | -73.2% | 0.00% | – |
| Q1 2023 | $1,428,322 | +8.9% | 58,658 | +7.3% | 0.00% | – |
| Q4 2022 | $1,311,154 | -27.8% | 54,677 | -30.6% | 0.00% | – |
| Q3 2022 | $1,815,000 | +6.3% | 78,818 | +18.8% | 0.00% | – |
| Q2 2022 | $1,708,000 | +74.1% | 66,349 | +111.0% | 0.00% | – |
| Q1 2022 | $981,000 | +52.6% | 31,441 | +38.4% | 0.00% | – |
| Q3 2021 | $643,000 | -48.6% | 22,724 | -57.8% | 0.00% | – |
| Q4 2020 | $1,251,000 | -54.7% | 53,827 | -58.9% | 0.00% | -100.0% |
| Q3 2020 | $2,763,000 | +35.2% | 130,946 | +34.2% | 0.00% | 0.0% |
| Q2 2020 | $2,043,000 | +16.1% | 97,598 | +5.0% | 0.00% | 0.0% |
| Q1 2020 | $1,760,000 | +65.6% | 92,963 | +128.4% | 0.00% | – |
| Q4 2019 | $1,063,000 | +185.8% | 40,703 | +172.7% | 0.00% | – |
| Q2 2019 | $372,000 | -81.4% | 14,924 | -83.9% | 0.00% | -100.0% |
| Q4 2018 | $1,998,000 | +155.2% | 92,413 | +175.4% | 0.00% | – |
| Q3 2018 | $783,000 | -46.3% | 33,551 | -51.0% | 0.00% | -100.0% |
| Q1 2018 | $1,459,000 | +436.4% | 68,503 | +485.2% | 0.00% | – |
| Q2 2017 | $272,000 | -87.0% | 11,705 | -87.1% | 0.00% | -100.0% |
| Q1 2017 | $2,088,000 | +246.8% | 90,569 | +246.7% | 0.00% | +100.0% |
| Q4 2016 | $602,000 | -65.9% | 26,122 | -64.2% | 0.00% | -50.0% |
| Q3 2016 | $1,767,000 | +211.1% | 73,000 | +164.8% | 0.00% | – |
| Q2 2015 | $568,000 | -74.1% | 27,567 | -70.9% | 0.00% | -100.0% |
| Q1 2015 | $2,194,000 | – | 94,613 | – | 0.00% | – |
Download | ||||||
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% |