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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,000 | +100.0% | 49 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 49 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 49 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 49 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 49 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | -99.7% | 49 | -99.7% | 0.00% | -100.0% |
| Q3 2019 | $386,000 | +250.9% | 14,497 | +228.8% | 0.04% | +250.0% |
| Q2 2019 | $110,000 | -87.7% | 4,409 | -89.3% | 0.01% | -93.5% |
| Q4 2018 | $894,000 | -96.6% | 41,354 | +3569.4% | 0.19% | +3620.0% |
| Q4 2016 | $26,000,000 | +96196.3% | 1,127 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $27,000 | +440.0% | 1,127 | +424.2% | 0.01% | +150.0% |
| Q2 2016 | $5,000 | 0.0% | 215 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $5,000 | +25.0% | 215 | 0.0% | 0.00% | +100.0% |
| Q4 2015 | $4,000 | 0.0% | 215 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $4,000 | -42.9% | 215 | -36.8% | 0.00% | 0.0% |
| Q3 2014 | $7,000 | -36.4% | 340 | -38.7% | 0.00% | -83.3% |
| Q2 2014 | $11,000 | – | 555 | – | 0.01% | – |
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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% |