FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 75 filers reported holding FIRST TR S&P REIT INDEX FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $0 | – | 0 | – | 0.00% | – |
| Q2 2023 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q1 2023 | $5,776 | – | 235 | – | 0.00% | – |
| Q4 2022 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2022 | $60,000 | -4.8% | 2,594 | +6.3% | 0.01% | +20.0% |
| Q2 2022 | $63,000 | – | 2,440 | – | 0.01% | – |
| Q1 2022 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2021 | $22,000 | -15.4% | 673 | -27.0% | 0.00% | -50.0% |
| Q3 2021 | $26,000 | +4.0% | 922 | +2.7% | 0.00% | 0.0% |
| Q2 2021 | $25,000 | +8.7% | 898 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $23,000 | +155.6% | 898 | +139.5% | 0.00% | +100.0% |
| Q4 2020 | $9,000 | +12.5% | 375 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $8,000 | 0.0% | 375 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $8,000 | +14.3% | 375 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $7,000 | -30.0% | 375 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $10,000 | – | 375 | – | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2019 | $29,000 | 0.0% | 1,179 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $29,000 | +45.0% | 1,179 | +23.6% | 0.00% | +50.0% |
| Q4 2018 | $20,000 | – | 954 | – | 0.00% | – |
| Q3 2018 | $0 | – | 0 | – | 0.00% | – |
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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% |