FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 56 filers reported holding FIRST TR S&P REIT INDEX FD in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $636,144 | -8.1% | 27,840 | -1.0% | 0.00% | – |
| Q2 2023 | $691,945 | -6.1% | 28,113 | -7.1% | 0.00% | – |
| Q1 2023 | $736,653 | -15.1% | 30,253 | -16.4% | 0.00% | – |
| Q4 2022 | $867,492 | -39.0% | 36,176 | -41.4% | 0.00% | – |
| Q3 2022 | $1,423,000 | -12.4% | 61,756 | -2.1% | 0.00% | – |
| Q2 2022 | $1,624,000 | +33.0% | 63,100 | +61.1% | 0.00% | – |
| Q1 2022 | $1,221,000 | -53.4% | 39,158 | -51.3% | 0.00% | – |
| Q4 2021 | $2,621,000 | +12.4% | 80,427 | -2.4% | 0.00% | – |
| Q3 2021 | $2,331,000 | -4.5% | 82,422 | -5.3% | 0.00% | – |
| Q2 2021 | $2,441,000 | +6.3% | 87,021 | -4.5% | 0.00% | – |
| Q1 2021 | $2,296,000 | +17.0% | 91,091 | +7.9% | 0.00% | – |
| Q4 2020 | $1,962,000 | +4.4% | 84,412 | -5.2% | 0.00% | – |
| Q3 2020 | $1,879,000 | +2.0% | 89,042 | +1.2% | 0.00% | – |
| Q2 2020 | $1,842,000 | -3.2% | 87,969 | -12.5% | 0.00% | – |
| Q1 2020 | $1,902,000 | -76.5% | 100,509 | -67.6% | 0.00% | -100.0% |
| Q4 2019 | $8,098,000 | -7.6% | 310,061 | -5.8% | 0.00% | 0.0% |
| Q3 2019 | $8,762,000 | +111.4% | 329,143 | +98.0% | 0.00% | 0.0% |
| Q2 2019 | $4,144,000 | -29.8% | 166,237 | -29.9% | 0.00% | 0.0% |
| Q1 2019 | $5,904,000 | +105.0% | 237,111 | +78.0% | 0.00% | 0.0% |
| Q4 2018 | $2,880,000 | +15.3% | 133,228 | +24.5% | 0.00% | – |
| Q3 2018 | $2,497,000 | -39.2% | 107,050 | -39.1% | 0.00% | -100.0% |
| Q2 2018 | $4,105,000 | +111.4% | 175,636 | +92.6% | 0.00% | – |
| Q1 2018 | $1,942,000 | -64.1% | 91,171 | -60.8% | 0.00% | -100.0% |
| Q4 2017 | $5,417,000 | -17.5% | 232,675 | -17.5% | 0.00% | 0.0% |
| Q3 2017 | $6,568,000 | -31.0% | 282,182 | -31.2% | 0.00% | -50.0% |
| Q2 2017 | $9,522,000 | +12.1% | 409,894 | +11.3% | 0.00% | 0.0% |
| Q1 2017 | $8,491,000 | +270.3% | 368,391 | +270.4% | 0.00% | – |
| Q4 2016 | $2,293,000 | -90.4% | 99,445 | -89.9% | 0.00% | -100.0% |
| Q3 2016 | $23,882,000 | +87.5% | 986,473 | +91.1% | 0.01% | +66.7% |
| Q2 2016 | $12,740,000 | +117.6% | 516,191 | +105.4% | 0.00% | +200.0% |
| Q1 2016 | $5,854,000 | -49.8% | 251,366 | -52.4% | 0.00% | -66.7% |
| Q4 2015 | $11,667,000 | +316.2% | 528,454 | +293.7% | 0.00% | +200.0% |
| Q3 2015 | $2,803,000 | -74.1% | 134,241 | -74.4% | 0.00% | -75.0% |
| Q2 2015 | $10,811,000 | -51.4% | 524,434 | -45.3% | 0.00% | -42.9% |
| Q1 2015 | $22,241,000 | +35.3% | 959,278 | +29.9% | 0.01% | +16.7% |
| Q4 2014 | $16,440,000 | +284.9% | 738,227 | +239.8% | 0.01% | +500.0% |
| Q3 2014 | $4,271,000 | -52.7% | 217,252 | -50.8% | 0.00% | -66.7% |
| Q2 2014 | $9,022,000 | +65.1% | 441,378 | +54.9% | 0.00% | +50.0% |
| Q1 2014 | $5,464,000 | +100.9% | 284,950 | +83.7% | 0.00% | +100.0% |
| Q4 2013 | $2,720,000 | -2.6% | 155,095 | -0.8% | 0.00% | 0.0% |
| Q3 2013 | $2,792,000 | -79.1% | 156,358 | -78.2% | 0.00% | -83.3% |
| Q2 2013 | $13,363,000 | – | 716,896 | – | 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% |