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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.32K- 21.05% |
$144K - $183K
|
23.7K
$685K
|
|
|
Nov 01, 2022
Q3 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-7.02K- 16.19% |
$160K - $203K
|
36.3K
$1.05M
|
|
|
Nov 09, 2022
Q3 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-7.07K- 36.53% |
$161K - $204K
|
12.3K
$355K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.14K- 5.66% |
$185K - $235K
|
136K
$3.92M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-10.8K- 6.51% |
$246K - $313K
|
156K
$4.49M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.9K- 17.03% |
$271K - $345K
|
58.1K
$1.68M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13K- 57.04% |
$297K - $377K
|
9.82K
$284K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.3K- 19.21% |
$301K - $383K
|
55.7K
$1.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-26.9K- 31.39% |
$611K - $777K
|
58.7K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-118K- 8.46% |
$2.67M - $3.4M
|
1.27M
$36.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-424K- 93.01% |
$9.65M - $12.3M
|
31.9K
$920K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-565K- 55.69% |
$12.8M - $16.3M
|
450K
$13M
|