FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 39 filers reported holding FIRST TR S&P REIT INDEX FD in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $22,000 | +120.0% | 1,000 | +100.0% | 0.01% | 0.0% |
| Q3 2015 | $10,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $10,000 | -16.7% | 500 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $12,000 | -79.7% | 500 | -81.1% | 0.01% | -81.0% |
| Q4 2014 | $59,000 | +13.5% | 2,650 | 0.0% | 0.04% | +5.0% |
| Q3 2014 | $52,000 | -26.8% | 2,650 | -23.2% | 0.04% | -28.6% |
| Q2 2014 | $71,000 | +7.6% | 3,451 | 0.0% | 0.06% | +7.7% |
| Q1 2014 | $66,000 | +34.7% | 3,451 | +23.2% | 0.05% | +26.8% |
| Q4 2013 | $49,000 | – | 2,801 | – | 0.04% | – |
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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% |