Purchases and Sales Made in Q2 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
192K+ 2423.75% |
$4.61M - $5.33M
|
200K
$5.38M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
6.11K+ 7.81% |
$147K - $169K
|
84.3K
$2.27M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.86K+ 4.96% |
$44.6K - $51.6K
|
39.3K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
99+ 1.18% |
$2.38K - $2.75K
|
8.5K
$229K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
47New |
$1.13K - $1.3K
|
47
$1.26K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
26New |
$624 - $722
|
26
$699
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8+ 0.38% |
$192 - $222
|
2.1K
$56.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.33% |
$24 - $27.8
|
305
$8.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-37- 0.19% |
$888 - $1.03K
|
19.2K
$517K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-237- 5.75% |
$5.69K - $6.58K
|
3.88K
$104K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-913- 36.89% |
$21.9K - $25.3K
|
1.56K
$42K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-925- 4.22% |
$22.2K - $25.7K
|
21K
$564K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.74K- 16.91% |
$41.8K - $48.3K
|
8.55K
$230K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.54K- 17.41% |
$61.1K - $70.6K
|
12.1K
$325K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.74K- 5.23% |
$114K - $131K
|
85.8K
$2.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.02K- 38.31% |
$120K - $139K
|
8.08K
$217K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-23.4K- 80.84% |
$562K - $650K
|
5.55K
$149K
|