FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 56 filers reported holding FIRST TR S&P REIT INDEX FD in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $21,000 | -92.6% | 857 | -93.3% | 0.01% | -92.0% |
| Q4 2015 | $283,000 | -11.8% | 12,805 | -16.8% | 0.09% | +83.3% |
| Q3 2015 | $321,000 | -8.8% | 15,390 | -9.8% | 0.05% | -11.1% |
| Q2 2015 | $352,000 | -13.3% | 17,059 | -2.7% | 0.05% | -15.6% |
| Q1 2015 | $406,000 | +26.5% | 17,529 | +21.7% | 0.06% | +18.5% |
| Q4 2014 | $321,000 | +58.9% | 14,404 | +40.3% | 0.05% | +68.8% |
| Q3 2014 | $202,000 | – | 10,267 | – | 0.03% | – |
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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% |