Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
448KNew |
$12.8M - $14.6M
|
448K
$12.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
178K+ 443.88% |
$5.06M - $5.79M
|
218K
$6.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
86.9K+ 11.76% |
$2.48M - $2.83M
|
826K
$23.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
66.3K+ 35.5% |
$1.89M - $2.16M
|
253K
$7.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
55.5KNew |
$1.58M - $1.81M
|
55.5K
$1.6M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
55.5KNew |
$1.58M - $1.81M
|
55.5K
$1.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.1K+ 6.28% |
$1.51M - $1.73M
|
899K
$26M
|
|
|
Jan 28, 2022
Q4 2021
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
33.5KNew |
$955K - $1.09M
|
33.5K
$968K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.7K+ 16.72% |
$903K - $1.03M
|
221K
$6.39M
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
24.6KNew |
$702K - $803K
|
24.6K
$712K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.1K+ 67.56% |
$659K - $755K
|
57.4K
$1.66M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
21.2K+ 3098.83% |
$603K - $690K
|
21.8K
$631K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
19.5KNew |
$556K - $636K
|
19.5K
$563K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17.9KNew |
$511K - $584K
|
17.9K
$518K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
17K+ 33.51% |
$484K - $554K
|
67.7K
$1.95M
|
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
14.9K+ 20.09% |
$426K - $487K
|
89.3K
$2.58M
|
|
|
Feb 02, 2022
Q4 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
13KNew |
$370K - $424K
|
13K
$375K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.7K+ 23.75% |
$363K - $415K
|
66.4K
$1.92M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
11.4K+ 35.19% |
$324K - $370K
|
43.7K
$1.26M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.9KNew |
$309K - $354K
|
10.9K
$313K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.7K+ 41.49% |
$306K - $350K
|
36.6K
$1.06M
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
10.7K+ 2.12% |
$305K - $349K
|
515K
$14.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.3K+ 12.87% |
$293K - $335K
|
90.2K
$2.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.2KNew |
$292K - $334K
|
10.2K
$296K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.97K+ 9.63% |
$256K - $293K
|
102K
$2.95M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
8.96KNew |
$255K - $292K
|
8.96K
$259K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.78KNew |
$222K - $254K
|
7.78K
$225K
|
|
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
7KNew |
$200K - $228K
|
7K
$202K
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.96KNew |
$198K - $227K
|
6.96K
$201K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.88KNew |
$196K - $224K
|
6.88K
$199K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
6.41KNew |
$183K - $209K
|
6.41K
$185K
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.23KNew |
$177K - $203K
|
6.23K
$180K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.15K+ 35.09% |
$147K - $168K
|
19.8K
$572K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.6KNew |
$74.1K - $84.8K
|
2.6K
$75.1K
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
2.28K+ 11.59% |
$64.9K - $74.2K
|
21.9K
$633K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.69K+ 24.42% |
$48.1K - $55.1K
|
8.61K
$249K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.52K+ 1.55% |
$43.4K - $49.6K
|
99.7K
$2.88M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.38K+ 3.67% |
$39.4K - $45.1K
|
39.1K
$1.13M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
760New |
$21.7K - $24.8K
|
760
$21.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
613+ 2.56% |
$17.5K - $20K
|
24.6K
$710K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
272New |
$7.75K - $8.87K
|
272
$7.86K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
204+ 1.73% |
$5.81K - $6.65K
|
12K
$347K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
188+ 1.05% |
$5.36K - $6.13K
|
18.1K
$521K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
54+ 0.41% |
$1.54K - $1.76K
|
13.2K
$381K
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16+ 0.22% |
$456 - $522
|
7.41K
$214K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 12.5% |
$85.5 - $97.8
|
27
$780
|
|
|
Jan 24, 2022
Q4 2021
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.47% |
$28.5 - $32.6
|
215
$6.21K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2- 0.01% |
$57 - $65.2
|
15.4K
$444K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
SELL
|
- |
-133Closed |
$3.79K - $4.34K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-249- 27.01% |
$7.09K - $8.12K
|
673
$19.4K
|