FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 60 filers reported holding FIRST TR S&P REIT INDEX FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $6,548 | +40.3% | 269 | +37.9% | 0.00% | – |
| Q4 2022 | $4,667 | -97.8% | 195 | -97.1% | 0.00% | -100.0% |
| Q1 2022 | $208,000 | -0.5% | 6,656 | +3.8% | 0.01% | 0.0% |
| Q4 2021 | $209,000 | – | 6,410 | – | 0.01% | – |
| Q4 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2020 | $54,000 | -6.9% | 2,539 | -17.0% | 0.00% | -25.0% |
| Q1 2020 | $58,000 | -44.2% | 3,060 | -22.9% | 0.00% | -20.0% |
| Q4 2019 | $104,000 | +136.4% | 3,968 | +123.5% | 0.01% | +66.7% |
| Q3 2019 | $44,000 | 0.0% | 1,775 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $44,000 | -6.4% | 1,775 | -5.9% | 0.00% | 0.0% |
| Q1 2019 | $47,000 | +135.0% | 1,887 | +107.8% | 0.00% | +50.0% |
| Q4 2018 | $20,000 | – | 908 | – | 0.00% | – |
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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% |