Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
112K+ 18.08% |
$2.4M - $2.99M
|
733K
$21.2M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
111KNew |
$2.37M - $2.96M
|
111K
$3.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16KNew |
$342K - $427K
|
16K
$462K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11.2KNew |
$239K - $298K
|
11.2K
$323K
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
9.87KNew |
$211K - $263K
|
9.87K
$285K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.66KNew |
$206K - $258K
|
9.66K
$279K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.97KNew |
$192K - $239K
|
8.97K
$259K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.05KNew |
$172K - $215K
|
8.05K
$232K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
5.99K+ 45.2% |
$128K - $160K
|
19.2K
$556K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3K+ 12.1% |
$64.1K - $80K
|
27.8K
$803K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.29K+ 10.65% |
$49K - $61.1K
|
23.8K
$687K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.13K+ 2.29% |
$45.5K - $56.8K
|
95K
$2.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.5K+ 9.18% |
$32K - $40K
|
17.8K
$515K
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.43K+ 9.14% |
$30.6K - $38.2K
|
17.1K
$494K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.23K+ 13.06% |
$26.2K - $32.7K
|
10.6K
$306K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
193New |
$4.12K - $5.15K
|
193
$5.57K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
30+ 0.22% |
$641 - $800
|
13.6K
$392K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
13+ 0.13% |
$278 - $347
|
10.1K
$293K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.21% |
$85.5 - $107
|
1.89K
$54.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-62- 7.15% |
$1.32K - $1.65K
|
805
$23.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-100- 2.3% |
$2.14K - $2.67K
|
4.25K
$123K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-223- 0.75% |
$4.77K - $5.95K
|
29.5K
$852K
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-224- 1.57% |
$4.79K - $5.97K
|
14.1K
$406K
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-389- 4.16% |
$8.31K - $10.4K
|
8.97K
$259K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-451- 17.89% |
$9.64K - $12K
|
2.07K
$59.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.16K- 12.04% |
$24.9K - $31K
|
8.5K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.19K- 5.04% |
$25.3K - $31.6K
|
22.3K
$645K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.31K- 2.9% |
$28K - $35K
|
44K
$1.27M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.46K- 1.23% |
$31.1K - $38.8K
|
117K
$3.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.75K- 8.18% |
$37.3K - $46.6K
|
19.6K
$566K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.07K- 15.8% |
$44.3K - $55.3K
|
11K
$319K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.47K- 13.5% |
$52.7K - $65.7K
|
15.8K
$456K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.2K- 13.05% |
$68.3K - $85.2K
|
21.3K
$615K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.28K- 11.65% |
$70K - $87.3K
|
24.8K
$717K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.89K- 11.53% |
$83K - $104K
|
29.8K
$861K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.73K- 18.49% |
$122K - $153K
|
25.3K
$730K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.31K- 33.4% |
$135K - $168K
|
12.6K
$363K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.39K- 27.51% |
$137K - $170K
|
16.8K
$486K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.87K- 18.51% |
$147K - $183K
|
30.2K
$873K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.14K- 88.19% |
$153K - $191K
|
957
$27.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.67K- 6.6% |
$164K - $204K
|
108K
$3.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.43K- 15.71% |
$202K - $252K
|
50.6K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-14.1K- 10.47% |
$302K - $377K
|
121K
$3.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-15K- 21.42% |
$320K - $399K
|
54.9K
$1.58M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-17.6K- 62.49% |
$377K - $470K
|
10.6K
$306K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-22.2K- 83.24% |
$474K - $591K
|
4.46K
$129K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22.5K- 34.08% |
$481K - $600K
|
43.5K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-23.4K- 38.07% |
$499K - $623K
|
38K
$1.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-50K- 23.87% |
$1.07M - $1.33M
|
159K
$4.6M
|