Latest Institutional Transactions on First Tr S&P Reit Index Fd (FRI)
This table provides information on the latest institutional transactions involving First Tr S&P Reit Index Fd (FRI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
42.8K+ 132.23% |
$1.02M - $1.11M
|
75.2K
$2.18M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
226+ 19.01% |
$5.38K - $5.85K
|
1.42K
$41.1K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.6K- 23.6% |
$38K - $41.3K
|
5.17K
$150K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
151+ 308.16% |
$3.6K - $3.91K
|
200
$5.81K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.6K+ 157.19% |
$800K - $869K
|
54.9K
$1.6M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
300+ 0.97% |
$7.15K - $7.76K
|
31.1K
$904K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-228- 2.21% |
$5.43K - $5.9K
|
10.1K
$293K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
569+ 5.75% |
$13.6K - $14.7K
|
10.5K
$304K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-497- 1.34% |
$11.8K - $12.9K
|
36.7K
$1.06M
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.21% |
$95.3 - $104
|
1.89K
$55K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
567+ 2.66% |
$13.5K - $14.7K
|
21.9K
$637K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.6K- 41.81% |
$396K - $431K
|
23.2K
$673K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-19.9K- 24.73% |
$473K - $514K
|
60.5K
$1.76M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.33K- 5.95% |
$151K - $164K
|
100K
$2.9M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
123+ 0.44% |
$2.93K - $3.18K
|
28.1K
$818K
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-210- 1.49% |
$5K - $5.43K
|
13.9K
$403K
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
219+ 1.36% |
$5.22K - $5.67K
|
16.3K
$475K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.62K+ 179.37% |
$62.3K - $67.7K
|
4.08K
$118K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-96.7K- 40.06% |
$2.3M - $2.5M
|
145K
$4.2M
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.87K+ 1.9% |
$44.5K - $48.3K
|
100K
$2.91M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.27K+ 5.27% |
$30.3K - $32.9K
|
25.4K
$738K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
46.8K+ 173.38% |
$1.12M - $1.21M
|
73.8K
$2.14M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.59K- 90.21% |
$38K - $41.3K
|
173
$5.03K
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.41KNew |
$33.6K - $36.5K
|
1.41K
$41K
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.87K+ 28.64% |
$92.1K - $100K
|
17.4K
$504K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
245+ 0.51% |
$5.84K - $6.34K
|
48.2K
$1.4M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.1K+ 2.06% |
$336K - $365K
|
699K
$20.3M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-26- 92.86% |
$619 - $673
|
2
$58.1
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.5K+ 5.11% |
$35.8K - $38.9K
|
30.9K
$899K
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.4K+ 14.63% |
$33.3K - $36.2K
|
11K
$319K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-6.78K- 5.81% |
$162K - $176K
|
110K
$3.2M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
115+ 0.98% |
$2.74K - $2.98K
|
11.8K
$344K
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-800- 4.42% |
$19.1K - $20.7K
|
17.3K
$503K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.73KNew |
$64.9K - $70.5K
|
2.73K
$79.2K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.1K- 16.99% |
$73.7K - $80.1K
|
15.1K
$439K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
70+ 9.51% |
$1.67K - $1.81K
|
806
$23.4K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4- 0.04% |
$95.3 - $104
|
9K
$261K
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
463+ 2.05% |
$11K - $12K
|
23K
$669K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-117- 1.14% |
$2.79K - $3.03K
|
10.1K
$294K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-783- 8.17% |
$18.7K - $20.3K
|
8.8K
$256K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-185- 1.47% |
$4.41K - $4.79K
|
12.4K
$361K
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-669- 2.37% |
$15.9K - $17.3K
|
27.6K
$802K
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
16New |
$381 - $414
|
16
$465
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-138- 2.96% |
$3.29K - $3.57K
|
4.52K
$131K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-573- 77.75% |
$13.6K - $14.8K
|
164
$4.76K
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
100+ 1.12% |
$2.38K - $2.59K
|
9.07K
$263K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.07KNew |
$96.9K - $105K
|
4.07K
$118K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.3K+ 2.91% |
$529K - $566K
|
754K
$21.9M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
66+ 4.55% |
$1.64K - $1.75K
|
1.52K
$44K
|