FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 55 filers reported holding FIRST TR S&P REIT INDEX FD in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $3,270,000 | +0.1% | 100,305 | -13.2% | 1.48% | +1.2% |
| Q3 2021 | $3,268,000 | -28.2% | 115,560 | -33.7% | 1.46% | -64.4% |
| Q4 2019 | $4,553,000 | -47.8% | 174,300 | -46.8% | 4.10% | -46.7% |
| Q3 2019 | $8,716,000 | +3.6% | 327,405 | -3.0% | 7.69% | +10.3% |
| Q2 2019 | $8,411,000 | +121.7% | 337,375 | +121.4% | 6.98% | +106.7% |
| Q1 2019 | $3,794,000 | -52.7% | 152,385 | -59.0% | 3.38% | -37.5% |
| Q4 2018 | $8,026,000 | +190.7% | 371,248 | +213.9% | 5.40% | +270.0% |
| Q3 2018 | $2,761,000 | +1246.8% | 118,260 | +1246.8% | 1.46% | +1238.5% |
| Q2 2018 | $205,000 | +0.5% | 8,781 | +0.4% | 0.11% | +16.0% |
| Q4 2017 | $204,000 | -97.9% | 8,745 | -97.9% | 0.09% | -98.0% |
| Q3 2017 | $9,887,000 | +4818.9% | 424,792 | +4804.1% | 4.65% | +4050.0% |
| Q2 2017 | $201,000 | -78.3% | 8,662 | -78.4% | 0.11% | -80.2% |
| Q4 2016 | $926,000 | – | 40,171 | – | 0.57% | – |
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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% |