Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
46.5K+ 71.14% |
$1.06M - $1.35M
|
112K
$3.23M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
36.7K+ 111.0% |
$834K - $1.06M
|
69.7K
$2.01M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
36.2K+ 75.78% |
$824K - $1.05M
|
84K
$2.43M
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
28.7KNew |
$654K - $831K
|
28.7K
$830K
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
28.5KNew |
$648K - $823K
|
28.5K
$823K
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
27.1K+ 167.79% |
$617K - $785K
|
43.3K
$1.25M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.2K+ 10.6% |
$572K - $728K
|
263K
$7.58M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.5K+ 8.51% |
$420K - $534K
|
236K
$6.8M
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.1K+ 40.17% |
$320K - $407K
|
49.1K
$1.42M
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
12.9K+ 136.27% |
$294K - $373K
|
22.4K
$646K
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.5K+ 18.79% |
$284K - $360K
|
78.8K
$2.28M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
12K+ 13.62% |
$272K - $346K
|
99.8K
$2.88M
|
|
Oct 20, 2022
Q3 2022
|
James Hambro & Partners
|
BUY
|
- |
10KNew |
$228K - $290K
|
10K
$290K
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.79KNew |
$223K - $283K
|
9.79K
$283K
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.79KNew |
$223K - $283K
|
9.79K
$283K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.11KNew |
$207K - $263K
|
9.11K
$263K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.35K+ 25.54% |
$190K - $241K
|
41K
$1.19M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.21K+ 53.37% |
$141K - $180K
|
17.8K
$515K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.23K+ 12.71% |
$119K - $151K
|
46.3K
$1.34M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.17K+ 53.77% |
$118K - $149K
|
14.8K
$427K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.74K+ 37.31% |
$108K - $137K
|
17.5K
$504K
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.58K+ 13.93% |
$104K - $132K
|
37.5K
$1.08M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.39KNew |
$77K - $97.9K
|
3.39K
$97.8K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.1K+ 21.71% |
$47.7K - $60.7K
|
11.8K
$340K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.88KNew |
$42.7K - $54.3K
|
1.88K
$54.2K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.86K+ 60.49% |
$42.2K - $53.7K
|
4.93K
$142K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.59K+ 8.43% |
$36.2K - $46.1K
|
20.5K
$592K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.55K+ 9.3% |
$35.2K - $44.8K
|
18.2K
$526K
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.2KNew |
$27.3K - $34.7K
|
1.2K
$34.7K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
847+ 6.03% |
$19.3K - $24.5K
|
14.9K
$430K
|
|
Oct 13, 2022
Q3 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
281+ 1.21% |
$6.39K - $8.12K
|
23.6K
$681K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
154+ 6.31% |
$3.5K - $4.45K
|
2.59K
$74.9K
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
76New |
$1.73K - $2.2K
|
76
$2.19K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
66+ 0.27% |
$1.5K - $1.91K
|
24.8K
$717K
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
42+ 0.32% |
$955 - $1.21K
|
13.3K
$384K
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.46% |
$22.7 - $28.9
|
218
$6.3K
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-34- 0.24% |
$773 - $983
|
14.4K
$417K
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-50- 0.23% |
$1.14K - $1.45K
|
22.1K
$637K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-98- 10.91% |
$2.23K - $2.83K
|
800
$23.1K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-202- 1.98% |
$4.59K - $5.84K
|
10K
$289K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-354- 2.27% |
$8.05K - $10.2K
|
15.2K
$440K
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-540- 3.72% |
$12.3K - $15.6K
|
14K
$404K
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-688- 2.66% |
$15.6K - $19.9K
|
25.2K
$728K
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.08K- 1.01% |
$24.5K - $31.1K
|
106K
$3.05M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.34K- 2.13% |
$30.6K - $38.9K
|
61.8K
$1.78M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.57K- 12.63% |
$35.8K - $45.5K
|
10.9K
$314K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.14K- 13.85% |
$48.6K - $61.8K
|
13.3K
$384K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.24K- 1.22% |
$50.9K - $64.7K
|
181K
$5.23M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.41K- 7.06% |
$100K - $128K
|
58.1K
$1.68M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.32K- 21.05% |
$144K - $183K
|
23.7K
$685K
|