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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.21K- 15.73% |
$31.8K - $34.7K
|
6.48K
$173K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-56- 0.39% |
$1.48K - $1.61K
|
14.2K
$380K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.83K- 37.19% |
$233K - $254K
|
14.9K
$398K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-847- 26.79% |
$22.3K - $24.3K
|
2.32K
$61.8K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.35K+ 13.31% |
$88.2K - $96.2K
|
28.5K
$760K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-99.6K- 12.05% |
$2.62M - $2.86M
|
726K
$19.4M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.5K- 22.79% |
$356K - $388K
|
45.7K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.42% |
$211 - $230
|
1.93K
$51.6K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.88K- 11.78% |
$181K - $198K
|
51.5K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.51K- 53.02% |
$224K - $245K
|
7.54K
$201K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.13K+ 10.13% |
$56.1K - $61.2K
|
23.2K
$618K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-187- 1.84% |
$4.93K - $5.37K
|
9.99K
$266K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.55KNew |
$225K - $246K
|
8.55K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.33K+ 47.63% |
$246K - $268K
|
28.9K
$771K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-539- 17.88% |
$14.2K - $15.5K
|
2.48K
$66K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1KNew |
$26.3K - $28.7K
|
1K
$26.7K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-36- 41.38% |
$948 - $1.03K
|
51
$1.36K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.9K+ 14.55% |
$551K - $602K
|
165K
$4.4M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.15K- 9.4% |
$188K - $206K
|
68.9K
$1.84M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-77.7K- 36.87% |
$2.05M - $2.23M
|
133K
$3.55M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-39.1K- 41.15% |
$1.03M - $1.12M
|
55.9K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
329K+ 206.08% |
$8.66M - $9.44M
|
488K
$13M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
131K+ 567.69% |
$3.45M - $3.77M
|
154K
$4.12M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.59K+ 17.34% |
$147K - $161K
|
37.8K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-12.7K- 48.01% |
$335K - $366K
|
13.8K
$368K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12+ 0.06% |
$316 - $345
|
19.7K
$527K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
111K+ 467.52% |
$2.94M - $3.2M
|
135K
$3.61M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.5K- 55.88% |
$488K - $532K
|
14.6K
$390K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-71- 6.52% |
$1.87K - $2.04K
|
1.02K
$27.2K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-14.8K- 14.03% |
$389K - $425K
|
90.6K
$2.42M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.1K- 12.97% |
$29K - $31.6K
|
7.39K
$197K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-85- 21.85% |
$2.24K - $2.44K
|
304
$8.11K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.32K- 8.03% |
$34.7K - $37.8K
|
15.1K
$402K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
64.4K+ 8.19% |
$1.7M - $1.85M
|
850K
$22.7M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-48.2K- 8.42% |
$1.27M - $1.39M
|
524K
$14M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.27K+ 2.99% |
$59.8K - $65.3K
|
78.2K
$2.09M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
246+ 2.85% |
$6.48K - $7.07K
|
8.88K
$237K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2New |
$52.7 - $57.5
|
2
$53.4
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
34+ 0.21% |
$896 - $977
|
16.4K
$437K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
32+ 0.31% |
$843 - $920
|
10.3K
$274K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.9K- 24.18% |
$315K - $343K
|
37.5K
$1M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
11K+ 3.79% |
$290K - $317K
|
301K
$8.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-835- 4.63% |
$22K - $24K
|
17.2K
$459K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.06K- 5.22% |
$27.9K - $30.5K
|
19.3K
$514K
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-131K- 90.43% |
$3.46M - $3.78M
|
13.9K
$371K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-190K- 96.0% |
$5.01M - $5.47M
|
7.92K
$211K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.48K- 15.9% |
$65.2K - $71.1K
|
13.1K
$349K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-125- 0.57% |
$3.29K - $3.59K
|
21.9K
$584K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
632+ 44.73% |
$16.6K - $18.2K
|
2.05K
$54.6K
|