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 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.99KNew |
$248K - $265K
|
9.99K
$290K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.2K- 29.57% |
$279K - $298K
|
26.8K
$777K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.49K+ 47.74% |
$161K - $172K
|
20.1K
$583K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
46KNew |
$1.14M - $1.22M
|
46K
$1.34M
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.3KNew |
$32.2K - $34.5K
|
1.3K
$37.8K
|
|
May 03, 2024
Q1 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
10.1KNew |
$250K - $267K
|
10.1K
$292K
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
14.8KNew |
$368K - $393K
|
14.8K
$431K
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14K- 55.32% |
$347K - $370K
|
11.3K
$328K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
22.6KNew |
$559K - $598K
|
22.6K
$655K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-383- 3.61% |
$9.5K - $10.1K
|
10.2K
$297K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.05KNew |
$172K - $215K
|
8.05K
$234K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
193New |
$4.12K - $5.15K
|
193
$5.61K
|
|
Feb 08, 2024
Q4 2023
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-50K- 23.87% |
$1.07M - $1.33M
|
159K
$4.63M
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
13+ 0.13% |
$278 - $347
|
10.1K
$294K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-100- 2.3% |
$2.14K - $2.67K
|
4.25K
$124K
|
|
Q3 2023 | |||||||
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.39K+ 37.96% |
$144K - $165K
|
23.2K
$675K
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
13.8KNew |
$312K - $356K
|
13.8K
$401K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-541- 50.37% |
$12.2K - $14K
|
533
$15.5K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
791New |
$17.9K - $20.4K
|
791
$23K
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-17.7K- 24.37% |
$399K - $456K
|
54.9K
$1.59M
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
373New |
$8.42K - $9.62K
|
373
$10.8K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.09KNew |
$92.4K - $106K
|
4.09K
$119K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$2.26K - $2.58K
|
100
$2.91K
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.77K- 16.82% |
$40K - $45.7K
|
8.76K
$254K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
800New |
$18.1K - $20.6K
|
800
$23.2K
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
9.13KNew |
$206K - $235K
|
9.13K
$265K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.29K+ 83.09% |
$51.7K - $59.1K
|
5.05K
$147K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-587- 6.34% |
$13.6K - $14.6K
|
8.67K
$252K
|
|
Q1 2023 | |||||||
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
515New |
$11.7K - $14K
|
515
$15K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
9.16KNew |
$208K - $250K
|
9.16K
$266K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
190New |
$4.31K - $5.18K
|
190
$5.52K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.2K- 10.9% |
$300K - $360K
|
108K
$3.14M
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-589- 2.01% |
$13.3K - $16K
|
28.7K
$835K
|
|
Q4 2022 | |||||||
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.64KNew |
$58.5K - $67.4K
|
2.64K
$76.7K
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.2K+ 53.57% |
$514K - $593K
|
66.5K
$1.93M
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-9.88K- 66.86% |
$219K - $252K
|
4.9K
$142K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-325- 98.19% |
$7.2K - $8.3K
|
6
$174
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13.8K- 23.49% |
$306K - $352K
|
44.9K
$1.31M
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
13.6KNew |
$300K - $346K
|
13.6K
$394K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
666New |
$14.8K - $17K
|
666
$19.3K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-510- 64.97% |
$11.3K - $13K
|
275
$7.99K
|
|
Q3 2022 | |||||||
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-50- 0.23% |
$1.14K - $1.45K
|
22.1K
$641K
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.2KNew |
$27.3K - $34.7K
|
1.2K
$34.9K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-202- 1.98% |
$4.59K - $5.84K
|
10K
$291K
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-540- 3.72% |
$12.3K - $15.6K
|
14K
$406K
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-688- 2.66% |
$15.6K - $19.9K
|
25.2K
$733K
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.46% |
$22.7 - $28.9
|
218
$6.33K
|
|
Oct 20, 2022
Q3 2022
|
James Hambro & Partners
|
BUY
|
- |
10KNew |
$228K - $290K
|
10K
$291K
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.58K+ 13.93% |
$104K - $132K
|
37.5K
$1.09M
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
28.5KNew |
$648K - $823K
|
28.5K
$827K
|