Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
206K+ 17.41% |
$5.09M - $6.64M
|
1.39M
$40.1M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
206K+ 17.41% |
$5.09M - $6.64M
|
1.39M
$40.1M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
160K+ 18.65% |
$3.94M - $5.14M
|
1.01M
$29.3M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
87.7K+ 67.75% |
$2.17M - $2.83M
|
217K
$6.27M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
87K+ 57.82% |
$2.15M - $2.81M
|
237K
$6.86M
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
52.2K+ 156.35% |
$1.29M - $1.68M
|
85.6K
$2.47M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
49K+ 297.5% |
$1.21M - $1.58M
|
65.4K
$1.89M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36.7K+ 110.02% |
$906K - $1.18M
|
70K
$2.02M
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.9K+ 111.03% |
$862K - $1.13M
|
66.3K
$1.92M
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
33.9K+ 3058.07% |
$838K - $1.09M
|
35K
$1.01M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
33K+ 24.7% |
$814K - $1.06M
|
166K
$4.81M
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
32.9KNew |
$812K - $1.06M
|
32.9K
$950K
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.9K+ 61.14% |
$591K - $772K
|
63.1K
$1.82M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22.4KNew |
$554K - $723K
|
22.4K
$648K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.4KNew |
$381K - $498K
|
15.4K
$446K
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
13.8KNew |
$342K - $446K
|
13.8K
$399K
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.2K+ 78.42% |
$326K - $426K
|
30K
$867K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.7KNew |
$314K - $410K
|
12.7K
$367K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.1K+ 177.09% |
$299K - $390K
|
18.9K
$546K
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.7K+ 63.46% |
$288K - $376K
|
30K
$867K
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.3K+ 52.12% |
$280K - $365K
|
33K
$954K
|
|
Aug 05, 2022
Q2 2022
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
10.8K+ 4.96% |
$267K - $348K
|
228K
$6.59M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.67KNew |
$239K - $312K
|
9.67K
$279K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.53K+ 41.12% |
$235K - $307K
|
32.7K
$944K
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9.47KNew |
$234K - $306K
|
9.47K
$274K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.09K+ 5.96% |
$200K - $261K
|
144K
$4.16M
|
|
Jul 18, 2022
Q2 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
7.94KNew |
$196K - $256K
|
7.94K
$229K
|
|
Aug 12, 2022
Q2 2022
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
7.38K+ 13.07% |
$182K - $238K
|
63.9K
$1.84M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.53K+ 70.03% |
$137K - $178K
|
13.4K
$388K
|
|
Jul 27, 2022
Q2 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
4.78K+ 12.4% |
$118K - $154K
|
43.4K
$1.25M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.16K+ 55.71% |
$103K - $134K
|
11.6K
$336K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.68KNew |
$90.9K - $119K
|
3.68K
$106K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.44KNew |
$60.3K - $78.7K
|
2.44K
$70.5K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.41K+ 364.45% |
$59.5K - $77.7K
|
3.07K
$88.7K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.87K+ 8.88% |
$46.1K - $60.1K
|
22.9K
$660K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.86KNew |
$46K - $60.1K
|
1.86K
$53.8K
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
1.79K+ 21.26% |
$44.2K - $57.8K
|
10.2K
$295K
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.33K+ 2.85% |
$32.7K - $42.7K
|
47.8K
$1.38M
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
785New |
$19.4K - $25.3K
|
785
$22.7K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
784+ 5.29% |
$19.4K - $25.3K
|
15.6K
$450K
|
|
Jul 13, 2022
Q2 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
755+ 3.35% |
$18.6K - $24.3K
|
23.3K
$673K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
331New |
$8.18K - $10.7K
|
331
$9.56K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
274New |
$6.77K - $8.84K
|
274
$7.91K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
85New |
$2.1K - $2.74K
|
85
$2.45K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
54New |
$1.33K - $1.74K
|
54
$1.56K
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
38+ 0.29% |
$939 - $1.23K
|
13.3K
$383K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
36+ 0.15% |
$889 - $1.16K
|
24.8K
$715K
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
32+ 0.22% |
$790 - $1.03K
|
14.5K
$418K
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.0% |
$24.7 - $32.3
|
25.9K
$748K
|
|
Aug 01, 2022
Q2 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.46% |
$24.7 - $32.3
|
217
$6.27K
|