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 | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $39,000 | -67.5% | 1,705 | -69.9% | 0.00% | -75.0% |
| Q1 2018 | $120,000 | -93.3% | 5,670 | -93.0% | 0.01% | -93.0% |
| Q4 2017 | $1,800,000 | -20.3% | 80,716 | -17.0% | 0.17% | -26.6% |
| Q3 2017 | $2,258,000 | -12.6% | 97,260 | -12.8% | 0.23% | -17.1% |
| Q2 2017 | $2,585,000 | -32.2% | 111,524 | -32.6% | 0.28% | -35.3% |
| Q1 2017 | $3,813,000 | -51.0% | 165,484 | -50.2% | 0.43% | -56.2% |
| Q4 2016 | $7,787,000 | 0.0% | 332,040 | 0.0% | 0.99% | 0.0% |
| Q3 2016 | $7,787,000 | -14.6% | 332,040 | -10.1% | 0.99% | -19.9% |
| Q2 2016 | $9,113,000 | -3.6% | 369,308 | -7.2% | 1.24% | +17.3% |
| Q1 2016 | $9,457,000 | -4.8% | 397,856 | -11.6% | 1.05% | -40.2% |
| Q4 2015 | $9,932,000 | -9.0% | 449,837 | -13.9% | 1.76% | +4.8% |
| Q3 2015 | $10,911,000 | -17.3% | 522,569 | -18.3% | 1.68% | -12.1% |
| Q2 2015 | $13,190,000 | -21.5% | 639,881 | -11.0% | 1.91% | -21.3% |
| Q1 2015 | $16,797,000 | -8.6% | 719,036 | -11.6% | 2.43% | -13.9% |
| Q4 2014 | $18,383,000 | +1.7% | 813,119 | -11.5% | 2.82% | +0.0% |
| Q3 2014 | $18,072,000 | -6.9% | 919,249 | -2.9% | 2.82% | +0.5% |
| Q2 2014 | $19,413,000 | +178.7% | 946,504 | +164.4% | 2.81% | +187.7% |
| Q1 2014 | $6,966,000 | +27.0% | 357,972 | +18.2% | 0.98% | +18.9% |
| Q4 2013 | $5,487,000 | +118.4% | 302,854 | +115.3% | 0.82% | +103.2% |
| Q3 2013 | $2,512,000 | – | 140,656 | – | 0.40% | – |
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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% |