Pinnacle Family Advisors, LLC First Tr S&P Reit Index Fd Transaction History

Pinnacle Family Advisors, LLC

$171 Million
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$28.66 - $32.52 $2.87 Million - $3.26 Million	-100,305 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$28.49 - $32.6 $434,614 - $497,313	-15,255 Reduced 13.2%	100,305 $3.27 Million
Q3 2021 Nov 12, 2021	BUY	$28.18 - $30.49 $3.26 Million - $3.52 Million	115,560 New	115,560 $3.27 Million
Q1 2020 May 13, 2020	SELL	$15.54 - $27.83 $2.71 Million - $4.85 Million	-174,300 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$25.22 - $27.16 $3.86 Million - $4.16 Million	-153,105 Reduced 46.76%	174,300 $4.55 Million
Q3 2019 Nov 14, 2019	SELL	$24.85 - $26.64 $247,754 - $265,600	-9,970 Reduced 2.96%	327,405 $8.72 Million
Q2 2019 Aug 14, 2019	BUY	$24.11 - $25.89 $4.46 Million - $4.79 Million	184,990 Added 121.4%	337,375 $8.41 Million
Q1 2019 May 15, 2019	SELL	$21.08 - $24.99 $4.61 Million - $5.47 Million	-218,863 Reduced 58.95%	152,385 $3.79 Million
Q4 2018 Feb 14, 2019	BUY	$20.79 - $24.26 $5.26 Million - $6.14 Million	252,988 Added 213.93%	371,248 $8.03 Million
Q3 2018 Nov 14, 2018	BUY	$22.91 - $24.29 $2.51 Million - $2.66 Million	109,479 Added 1246.77%	118,260 $2.76 Million
Q2 2018 Aug 14, 2018	BUY	$20.89 - $23.37 $183,435 - $205,211	8,781 New	8,781 $205,000
Q1 2018 May 15, 2018	SELL	$20.31 - $23.2 $177,610 - $202,884	-8,745 Closed	0 $0
Q4 2017 Feb 13, 2018	SELL	$22.79 - $23.98 $9.48 Million - $9.98 Million	-416,047 Reduced 97.94%	8,745 $204,000
Q3 2017 Nov 13, 2017	BUY	$23.08 - $23.32 $9.6 Million - $9.7 Million	416,130 Added 4804.09%	424,792 $9.89 Million
Q2 2017 Sep 08, 2017	BUY	N/A	8,662 New	8,662 $201,000
Q1 2017 Sep 08, 2017	SELL	N/A	-40,171 Closed	0 $0
Q4 2016 Aug 30, 2017	BUY	N/A	40,171	40,171 $926,000

Others Institutions Holding FRI

# of Institutions

71

Shares Held

5.18M

Call Options Held

0

Put Options Held

0

About FIRST TR S&P REIT INDEX FD

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