Purchases and Sales Made in Q1 2024 in First Tr S&P Reit Index Fd (FRI)
This table provides information about the institutional ownership of First Tr S&P Reit Index Fd (FRI) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR S&P REIT INDEX FD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
121K+ 99.69% |
$2.99M - $3.19M
|
241K
$6.97M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
46KNew |
$1.14M - $1.22M
|
46K
$1.33M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32.4KNew |
$803K - $858K
|
32.4K
$935K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.5K+ 46.49% |
$633K - $676K
|
80.4K
$2.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
22.6KNew |
$559K - $598K
|
22.6K
$651K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
22.6KNew |
$559K - $598K
|
22.6K
$651K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.3K+ 2.91% |
$529K - $566K
|
754K
$21.8M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.3K+ 2.91% |
$529K - $566K
|
754K
$21.8M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
14.8KNew |
$368K - $393K
|
14.8K
$429K
|
|
|
May 03, 2024
Q1 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
10.1KNew |
$250K - $267K
|
10.1K
$291K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.99KNew |
$248K - $265K
|
9.99K
$289K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.49K+ 47.74% |
$161K - $172K
|
20.1K
$580K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.33K+ 35.49% |
$157K - $168K
|
24.1K
$697K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.99K+ 24.11% |
$149K - $159K
|
30.8K
$890K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.66KNew |
$116K - $123K
|
4.66K
$135K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.29K+ 3.46% |
$81.6K - $87.2K
|
98.3K
$2.84M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.55K+ 14.06% |
$38.5K - $41.2K
|
12.6K
$364K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.3KNew |
$32.2K - $34.5K
|
1.3K
$37.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.26K+ 14.0% |
$31.1K - $33.3K
|
10.2K
$295K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.19KNew |
$29.5K - $31.5K
|
1.19K
$34.3K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
531+ 4.75% |
$13.2K - $14.1K
|
11.7K
$338K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
500+ 5.88% |
$12.4K - $13.3K
|
9K
$260K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
497+ 1.36% |
$12.3K - $13.2K
|
37.2K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
241+ 2.49% |
$5.98K - $6.39K
|
9.9K
$286K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
230+ 0.83% |
$5.7K - $6.1K
|
28K
$809K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
109+ 0.68% |
$2.7K - $2.89K
|
16.1K
$465K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
66+ 4.55% |
$1.64K - $1.75K
|
1.52K
$43.8K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
50+ 0.23% |
$1.24K - $1.33K
|
21.3K
$616K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
49New |
$1.22K - $1.3K
|
49
$1.42K
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
30+ 0.21% |
$744 - $795
|
14.1K
$407K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.11% |
$49.6 - $53
|
1.89K
$54.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-68- 8.45% |
$1.69K - $1.8K
|
737
$21.3K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-221- 23.09% |
$5.48K - $5.86K
|
736
$21.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-230- 0.2% |
$5.7K - $6.1K
|
117K
$3.37M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-300- 3.04% |
$7.44K - $7.95K
|
9.57K
$276K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-303- 14.64% |
$7.51K - $8.03K
|
1.77K
$51K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-383- 3.61% |
$9.5K - $10.1K
|
10.2K
$295K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-801- 2.65% |
$19.9K - $21.2K
|
29.4K
$850K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.01K- 9.53% |
$25K - $26.7K
|
9.58K
$277K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.14K- 5.93% |
$28.3K - $30.3K
|
18.1K
$523K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.22K- 4.13% |
$30.2K - $32.3K
|
28.3K
$817K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.38K- 7.04% |
$34.2K - $36.6K
|
18.2K
$526K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.16K- 1.99% |
$53.5K - $57.1K
|
106K
$3.07M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.27K- 18.08% |
$56.4K - $60.2K
|
10.3K
$298K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.44K- 10.25% |
$60.5K - $64.7K
|
21.4K
$617K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.58K- 5.1% |
$64K - $68.4K
|
48K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.81K- 9.41% |
$69.6K - $74.3K
|
27K
$780K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3K- 67.3% |
$74.5K - $79.6K
|
1.46K
$42.1K
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-3.6K- 21.07% |
$89.3K - $95.5K
|
13.5K
$390K
|