Geneos Wealth Management Inc. - 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 61 filers reported holding FIRST TR S&P REIT INDEX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of FIRST TR S&P REIT INDEX FD
ValueSharesWeighting
Q3 2023$9,140
-7.2%
4000.0%0.00%
-100.0%
Q2 2023$9,844
+1.1%
4000.0%0.00%0.0%
Q1 2023$9,740
+1.5%
4000.0%0.00%0.0%
Q4 2022$9,592
+6.6%
4000.0%0.00%0.0%
Q3 2022$9,000
-10.0%
4000.0%0.00%
Q2 2022$10,000
-16.7%
4000.0%0.00%
-100.0%
Q1 2022$12,000
-7.7%
4000.0%0.00%
Q4 2021$13,000
+18.2%
4000.0%0.00%
Q3 2021$11,0000.0%4000.0%0.00%
Q2 2021$11,000
+10.0%
4000.0%0.00%
Q1 2021$10,0000.0%4000.0%0.00%
Q4 2020$10,000
+25.0%
4000.0%0.00%
Q3 2020$8,0000.0%4000.0%0.00%
Q2 2020$8,000
+14.3%
4000.0%0.00%
Q1 2020$7,000
-30.0%
4000.0%0.00%
-100.0%
Q4 2019$10,0000.0%4000.0%0.00%0.0%
Q3 2019$10,000
+11.1%
4000.0%0.00%0.0%
Q2 2019$9,0000.0%4000.0%0.00%0.0%
Q1 2019$9,000
+12.5%
4000.0%0.00%0.0%
Q4 2018$8,000
-11.1%
4000.0%0.00%0.0%
Q3 2018$9,000
+12.5%
4000.0%0.00%0.0%
Q1 2018$8,000
-11.1%
4000.0%0.00%0.0%
Q4 2017$9,000
-50.0%
400
-50.0%
0.00%
-50.0%
Q3 2017$18,0000.0%8000.0%0.00%0.0%
Q2 2017$18,0000.0%8000.0%0.00%0.0%
Q1 2017$18,000
+12.5%
800
+14.3%
0.00%0.0%
Q4 2016$16,000
-50.0%
700
-48.1%
0.00%
-50.0%
Q3 2016$32,000
-3.0%
1,3500.0%0.00%
-20.0%
Q2 2016$33,000
+6.5%
1,3500.0%0.01%0.0%
Q1 2016$31,0001,3500.01%
Other shareholders
FIRST TR S&P REIT INDEX FD shareholders Q4 2022
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