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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $431,408 | +66.2% | 18,880 | +79.0% | 0.00% | +33.3% |
| Q2 2023 | $259,647 | +9.9% | 10,549 | +8.7% | 0.00% | 0.0% |
| Q1 2023 | $236,314 | -8.2% | 9,705 | -9.6% | 0.00% | +50.0% |
| Q4 2022 | $257,401 | -99.9% | 10,734 | -64.8% | 0.00% | -50.0% |
| Q3 2022 | $351,351,000 | +87518.7% | 30,482 | +95.5% | 0.00% | 0.0% |
| Q2 2022 | $401,000 | -13.2% | 15,595 | +5.3% | 0.00% | -20.0% |
| Q1 2022 | $462,000 | -9.8% | 14,811 | -5.7% | 0.01% | 0.0% |
| Q4 2021 | $512,000 | -17.6% | 15,708 | -28.5% | 0.01% | -16.7% |
| Q3 2021 | $621,000 | – | 21,959 | – | 0.01% | – |
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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% |