FIRST TR S&P REIT INDEX FD's ticker is FRI and the CUSIP is 33734G108. A total of 46 filers reported holding FIRST TR S&P REIT INDEX FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $559,610 | -18.5% | 24,491 | -12.8% | 0.00% | – |
| Q2 2023 | $686,408 | -5.6% | 28,085 | -6.8% | 0.00% | – |
| Q1 2023 | $727,068 | -33.0% | 30,120 | -33.4% | 0.00% | – |
| Q4 2022 | $1,085,000 | -18.8% | 45,222 | -22.1% | 0.00% | – |
| Q3 2022 | $1,337,000 | -16.9% | 58,069 | -7.1% | 0.00% | -100.0% |
| Q2 2022 | $1,608,000 | -23.2% | 62,480 | -6.9% | 0.00% | 0.0% |
| Q1 2022 | $2,093,000 | +236.0% | 67,101 | +251.1% | 0.00% | – |
| Q4 2021 | $623,000 | -51.3% | 19,114 | -57.7% | 0.00% | – |
| Q3 2021 | $1,279,000 | +124.4% | 45,227 | +122.7% | 0.00% | – |
| Q2 2021 | $570,000 | +9.6% | 20,308 | -1.6% | 0.00% | – |
| Q1 2021 | $520,000 | +16.9% | 20,647 | +7.9% | 0.00% | – |
| Q4 2020 | $445,000 | +6.7% | 19,142 | -3.1% | 0.00% | – |
| Q3 2020 | $417,000 | -44.8% | 19,749 | -45.3% | 0.00% | – |
| Q2 2020 | $756,000 | -11.8% | 36,105 | -22.9% | 0.00% | – |
| Q1 2020 | $857,000 | -39.4% | 46,839 | -13.3% | 0.00% | -100.0% |
| Q4 2019 | $1,414,000 | +26.6% | 54,021 | +29.3% | 0.00% | 0.0% |
| Q3 2019 | $1,117,000 | -18.5% | 41,772 | -24.4% | 0.00% | 0.0% |
| Q2 2019 | $1,371,000 | +30.6% | 55,277 | +31.0% | 0.00% | – |
| Q1 2019 | $1,050,000 | +24.9% | 42,185 | +8.4% | 0.00% | – |
| Q4 2018 | $841,000 | -29.2% | 38,910 | -23.6% | 0.00% | – |
| Q3 2018 | $1,188,000 | +16.1% | 50,941 | +16.4% | 0.00% | – |
| Q2 2018 | $1,023,000 | +19.1% | 43,774 | +8.5% | 0.00% | – |
| Q1 2018 | $859,000 | -2.2% | 40,332 | +5.1% | 0.00% | – |
| Q4 2017 | $878,000 | -0.5% | 38,376 | +1.3% | 0.00% | – |
| Q3 2017 | $882,000 | -12.8% | 37,896 | -13.1% | 0.00% | -100.0% |
| Q2 2017 | $1,012,000 | -55.9% | 43,603 | -56.2% | 0.00% | 0.0% |
| Q1 2017 | $2,293,000 | +14.8% | 99,515 | +14.9% | 0.00% | 0.0% |
| Q4 2016 | $1,997,000 | +44.0% | 86,583 | +50.9% | 0.00% | 0.0% |
| Q3 2016 | $1,387,000 | +46.6% | 57,376 | +49.6% | 0.00% | 0.0% |
| Q2 2016 | $946,000 | +23.8% | 38,342 | +16.8% | 0.00% | – |
| Q1 2016 | $764,000 | +23.2% | 32,818 | +16.9% | 0.00% | – |
| Q4 2015 | $620,000 | +1.3% | 28,078 | -4.0% | 0.00% | – |
| Q3 2015 | $612,000 | +2.2% | 29,262 | +1.1% | 0.00% | – |
| Q2 2015 | $599,000 | -10.6% | 28,931 | +0.2% | 0.00% | – |
| Q1 2015 | $670,000 | +11.9% | 28,884 | +7.4% | 0.00% | – |
| Q4 2014 | $599,000 | +20.5% | 26,891 | +6.4% | 0.00% | – |
| Q3 2014 | $497,000 | -10.0% | 25,267 | -6.5% | 0.00% | – |
| Q2 2014 | $552,000 | +14.8% | 27,019 | +6.2% | 0.00% | – |
| Q1 2014 | $481,000 | +2.6% | 25,434 | -4.9% | 0.00% | – |
| Q4 2013 | $469,000 | -17.3% | 26,749 | -15.7% | 0.00% | – |
| Q3 2013 | $567,000 | -64.2% | 31,748 | -62.6% | 0.00% | -100.0% |
| Q2 2013 | $1,584,000 | – | 84,853 | – | 0.00% | – |
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% |