Purchases and Sales Made in Q3 2023 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 2023. 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 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
195K+ 20.89% |
$4.4M - $5.03M
|
1.13M
$32.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
45.7K+ 290.85% |
$1.03M - $1.18M
|
61.4K
$1.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
30.7K+ 253.57% |
$693K - $792K
|
42.8K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.3K+ 41.0% |
$458K - $524K
|
69.8K
$2.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
15.8K+ 146.42% |
$357K - $408K
|
26.6K
$769K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13.1KNew |
$296K - $339K
|
13.1K
$379K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.66KNew |
$218K - $249K
|
9.66K
$279K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.59K+ 81.51% |
$216K - $247K
|
21.3K
$617K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
9.13KNew |
$206K - $235K
|
9.13K
$264K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.33K+ 78.97% |
$188K - $215K
|
18.9K
$545K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.39K+ 37.96% |
$144K - $165K
|
23.2K
$671K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.89K+ 14.96% |
$133K - $152K
|
45.3K
$1.31M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.09KNew |
$92.4K - $106K
|
4.09K
$118K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.88K+ 18.7% |
$64.9K - $74.2K
|
18.3K
$527K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.72K+ 13.28% |
$61.5K - $70.2K
|
23.2K
$671K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.64K+ 8.49% |
$59.5K - $68K
|
33.7K
$973K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.29K+ 83.09% |
$51.7K - $59.1K
|
5.05K
$146K
|
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.95K+ 14.24% |
$44.1K - $50.4K
|
15.7K
$452K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.76K+ 2.74% |
$39.8K - $45.5K
|
66K
$1.91M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.62K+ 1.39% |
$36.7K - $41.9K
|
118K
$3.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.34K+ 10.32% |
$30.2K - $34.5K
|
14.3K
$413K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.3K+ 4.36% |
$29.3K - $33.4K
|
31K
$895K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
1.26K+ 15.51% |
$28.5K - $32.5K
|
9.39K
$271K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
800New |
$18.1K - $20.6K
|
800
$23.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
791New |
$17.9K - $20.4K
|
791
$22.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
703+ 428.66% |
$15.9K - $18.1K
|
867
$25K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
373New |
$8.42K - $9.62K
|
373
$10.8K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
175+ 0.71% |
$3.95K - $4.52K
|
24.8K
$716K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$2.26K - $2.58K
|
100
$2.89K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
84+ 0.62% |
$1.9K - $2.17K
|
13.6K
$392K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
21+ 0.23% |
$474 - $542
|
9.35K
$270K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-540- 11.03% |
$12.2K - $13.9K
|
4.35K
$126K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-541- 50.37% |
$12.2K - $14K
|
533
$15.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-639- 3.77% |
$14.4K - $16.5K
|
16.3K
$471K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-646- 7.39% |
$14.6K - $16.7K
|
8.1K
$234K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.47K- 3.81% |
$33.1K - $37.9K
|
37.1K
$1.07M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.54K- 5.18% |
$34.8K - $39.8K
|
28.2K
$815K
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.77K- 16.82% |
$40K - $45.7K
|
8.76K
$253K
|
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.01K- 6.33% |
$45.3K - $51.8K
|
29.7K
$858K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.06K- 44.96% |
$46.5K - $53.1K
|
2.52K
$72.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.59K- 12.8% |
$81.2K - $92.7K
|
24.5K
$707K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.41K- 6.85% |
$99.6K - $114K
|
60K
$1.73M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.78K- 4.1% |
$130K - $149K
|
135K
$3.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.09K- 23.18% |
$160K - $183K
|
23.5K
$679K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.69K- 28.76% |
$196K - $224K
|
21.5K
$621K
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-10.2K- 9.91% |
$231K - $264K
|
92.9K
$2.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-17.7K- 24.37% |
$399K - $456K
|
54.9K
$1.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-18.3K- 13.6% |
$413K - $472K
|
116K
$3.35M
|