Valeo Financial Advisors, 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 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of FIRST TR S&P REIT INDEX FD
ValueSharesWeighting
Q1 2021$7,000
+16.7%
2650.0%0.00%
Q4 2020$6,0000.0%2650.0%0.00%
-100.0%
Q3 2020$6,0000.0%2650.0%0.00%0.0%
Q2 2020$6,0000.0%2650.0%0.00%0.0%
Q1 2020$6,000
-14.3%
2650.0%0.00%0.0%
Q4 2019$7,0000.0%2650.0%0.00%0.0%
Q3 2019$7,0000.0%2650.0%0.00%0.0%
Q2 2019$7,0000.0%2650.0%0.00%0.0%
Q1 2019$7,000
+16.7%
2650.0%0.00%0.0%
Q4 2018$6,0000.0%2650.0%0.00%0.0%
Q3 2018$6,0000.0%2650.0%0.00%0.0%
Q2 2018$6,0002650.00%
Other shareholders
FIRST TR S&P REIT INDEX FD shareholders Q2 2021
NameSharesValueWeighting ↓
Pinnacle Family Advisors, LLC 152,385$3,794,0003.38%
Peak Capital Management LLC 188,977$4,706,0003.22%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 52,682$1,312,0001.01%
Harvest Investment Services, LLC 53,488$1,332,0000.77%
Townsend & Associates, Inc 13,890$346,0000.35%
Quad-Cities Investment Group, LLC 14,398$358,0000.32%
Chicago Partners Investment Group LLC 80,037$1,957,0000.29%
Fulcrum Equity Management 25,783$642,0000.22%
NORTHWEST WEALTH MANAGEMENT, LLC 9,784$244,0000.18%
BENJAMIN F. EDWARDS & COMPANY, INC. 71,261$1,774,0000.16%
View complete list of FIRST TR S&P REIT INDEX FD shareholders