FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 47 filers reported holding FIRST TR S&P REIT INDEX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $566,000 | -6.6% | 24,789 | +0.7% | 0.00% | 0.0% |
Q2 2023 | $606,000 | +1.5% | 24,614 | +0.5% | 0.00% | 0.0% |
Q1 2023 | $597,000 | +2.1% | 24,495 | +0.4% | 0.00% | 0.0% |
Q4 2022 | $585,000 | +2.5% | 24,391 | -1.8% | 0.00% | -50.0% |
Q3 2022 | $571,000 | -10.2% | 24,831 | +0.3% | 0.00% | 0.0% |
Q2 2022 | $636,000 | -17.6% | 24,765 | +0.1% | 0.00% | 0.0% |
Q1 2022 | $772,000 | -4.3% | 24,729 | -0.1% | 0.00% | 0.0% |
Q4 2021 | $807,000 | +12.1% | 24,763 | -2.7% | 0.00% | 0.0% |
Q3 2021 | $720,000 | -3.9% | 25,455 | -4.5% | 0.00% | 0.0% |
Q2 2021 | $749,000 | +17.2% | 26,643 | +4.8% | 0.00% | 0.0% |
Q1 2021 | $639,000 | +8.9% | 25,416 | +0.2% | 0.00% | 0.0% |
Q4 2020 | $587,000 | +10.1% | 25,360 | +0.3% | 0.00% | -33.3% |
Q3 2020 | $533,000 | +0.9% | 25,288 | +0.3% | 0.00% | 0.0% |
Q2 2020 | $528,000 | +10.9% | 25,211 | +0.3% | 0.00% | 0.0% |
Q1 2020 | $476,000 | +5.1% | 25,131 | +44.7% | 0.00% | 0.0% |
Q4 2019 | $453,000 | – | 17,366 | – | 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% |