NORTHWEST WEALTH MANAGEMENT, LLC - FIRST TR S&P REIT INDEX FD ownership

FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 48 filers reported holding FIRST TR S&P REIT INDEX FD in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
NORTHWEST WEALTH MANAGEMENT, LLC ownership history of FIRST TR S&P REIT INDEX FD
ValueSharesWeighting
Q4 2019$235,000
-12.0%
9,006
-10.2%
0.22%
-1.8%
Q3 2019$267,000
+5.1%
10,033
-1.5%
0.22%
+6.8%
Q2 2019$254,000
+4.1%
10,183
+4.1%
0.20%
+11.4%
Q1 2019$244,000
+10.4%
9,784
-4.5%
0.18%
-1.6%
Q4 2018$221,000
-7.5%
10,2430.0%0.19%
+4.5%
Q3 2018$239,0000.0%10,2430.0%0.18%
-0.6%
Q2 2018$239,000
+6.7%
10,243
-2.6%
0.18%
+8.4%
Q1 2018$224,000
-11.8%
10,517
-3.7%
0.17%
-28.4%
Q2 2017$254,000
+0.8%
10,9170.0%0.23%
-0.4%
Q1 2017$252,0000.0%10,9170.0%0.23%
-9.3%
Q4 2016$252,00010,9170.26%
Other shareholders
FIRST TR S&P REIT INDEX FD shareholders Q2 2018
NameSharesValueWeighting ↓
Aft, Forsyth & Sober, LLC 228,350$5,475,8332.46%
COTTONWOOD CAPITAL ADVISORS, LLC 33,539$804,2550.72%
Harvest Investment Services, LLC 13,509$323,9400.35%
Beacon Financial Advisory LLC 12,897$309,2710.22%
Kesler, Norman & Wride, LLC 29,335$703,4530.18%
Chicago Partners Investment Group LLC 109,971$2,921,9220.18%
FLOW TRADERS U.S. LLC 66,541$1,5960.08%
Bensler, LLC 14,228$341,1880.08%
M Holdings Securities, Inc. 22,054$5290.06%
Financial Advocates Investment Management 26,742$641,2780.05%
View complete list of FIRST TR S&P REIT INDEX FD shareholders