FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 61 filers reported holding FIRST TR S&P REIT INDEX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1 | -100.0% | 6 | -98.2% | 0.00% | – |
| Q3 2022 | $8,000 | 0.0% | 331 | 0.0% | 0.00% | – |
| Q2 2022 | $8,000 | 0.0% | 331 | 0.0% | 0.00% | – |
| Q1 2022 | $8,000 | – | 331 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2019 | $54,000 | +1700.0% | 2,010 | +1286.2% | 0.00% | – |
| Q1 2019 | $3,000 | -81.2% | 145 | -80.2% | 0.00% | -100.0% |
| Q4 2018 | $16,000 | -78.4% | 731 | -76.9% | 0.00% | -66.7% |
| Q3 2018 | $74,000 | -34.5% | 3,171 | -34.4% | 0.00% | -40.0% |
| Q2 2018 | $113,000 | -44.6% | 4,831 | -45.0% | 0.01% | -44.4% |
| Q1 2018 | $204,000 | 0.0% | 8,784 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $204,000 | -10.5% | 8,784 | -10.2% | 0.01% | 0.0% |
| Q3 2017 | $228,000 | -46.7% | 9,782 | -46.9% | 0.01% | -50.0% |
| Q2 2017 | $428,000 | -20.9% | 18,415 | -21.6% | 0.02% | -25.0% |
| Q1 2017 | $541,000 | -21.9% | 23,482 | -21.8% | 0.02% | -27.3% |
| Q4 2016 | $693,000 | -10.5% | 30,031 | -6.1% | 0.03% | -17.5% |
| Q3 2016 | $774,000 | +70.5% | 31,987 | +73.8% | 0.04% | +60.0% |
| Q2 2016 | $454,000 | +15033.3% | 18,401 | +12590.3% | 0.02% | – |
| Q1 2016 | $3,000 | -99.3% | 145 | -99.3% | 0.00% | -100.0% |
| Q4 2015 | $454,000 | – | 20,554 | – | 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% |