FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 73 filers reported holding FIRST TR S&P REIT INDEX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $638 | -7.1% | 28 | 0.0% | 0.00% | – |
| Q2 2023 | $687 | +2.4% | 28 | 0.0% | 0.00% | – |
| Q1 2023 | $671 | +2.4% | 28 | +3.7% | 0.00% | – |
| Q4 2022 | $655 | -34.5% | 27 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – |
| Q1 2022 | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 27 | +12.5% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 24 | +20.0% | 0.00% | – |
| Q2 2021 | $1,000 | -50.0% | 20 | -68.3% | 0.00% | -100.0% |
| Q1 2021 | $2,000 | +100.0% | 63 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | -50.0% | 63 | -18.2% | 0.00% | -100.0% |
| Q3 2020 | $2,000 | -99.8% | 77 | -99.8% | 0.00% | -99.8% |
| Q2 2020 | $860,000 | – | 41,067 | – | 0.41% | – |
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% |