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 Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,034,733 | +6.7% | 45,281 | +15.0% | 0.00% | 0.0% |
| Q2 2023 | $969,597 | -6.3% | 39,390 | -7.3% | 0.00% | 0.0% |
| Q1 2023 | $1,034,322 | +7.9% | 42,473 | +6.3% | 0.00% | 0.0% |
| Q4 2022 | $958,763 | -25.4% | 39,942 | -28.3% | 0.00% | -33.3% |
| Q3 2022 | $1,285,000 | -27.7% | 55,738 | -19.2% | 0.00% | -25.0% |
| Q2 2022 | $1,777,000 | -25.9% | 68,993 | -10.2% | 0.00% | -20.0% |
| Q1 2022 | $2,397,000 | +112.3% | 76,838 | +121.7% | 0.01% | +150.0% |
| Q4 2021 | $1,129,000 | -12.7% | 34,651 | -24.2% | 0.00% | -33.3% |
| Q3 2021 | $1,293,000 | +12.1% | 45,740 | +11.2% | 0.00% | +50.0% |
| Q2 2021 | $1,153,000 | +10.4% | 41,117 | -0.8% | 0.00% | -33.3% |
| Q1 2021 | $1,044,000 | +2.7% | 41,429 | -5.5% | 0.00% | 0.0% |
| Q4 2020 | $1,017,000 | +12.5% | 43,862 | +2.4% | 0.00% | 0.0% |
| Q3 2020 | $904,000 | -5.6% | 42,849 | -6.4% | 0.00% | 0.0% |
| Q2 2020 | $958,000 | +4.0% | 45,783 | -5.8% | 0.00% | -25.0% |
| Q1 2020 | $921,000 | – | 48,627 | – | 0.00% | – |
Download | ||||||
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% |