Latest Institutional Purchases of First Tr S&P Reit Index Fd (FRI)
This list provides information on the latest institutional transactions involving First Tr S&P Reit Index Fd (FRI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.9KNew |
$1.35M - $1.45M
|
50.9K
$1.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
45.6K+ 85.22% |
$1.21M - $1.3M
|
99.2K
$2.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.8K+ 7.22% |
$926K - $989K
|
517K
$14.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.7K+ 3.14% |
$629K - $672K
|
777K
$21.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
22.5K+ 7.04% |
$599K - $640K
|
343K
$9.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.5KNew |
$358K - $383K
|
13.5K
$374K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.7K+ 9.45% |
$285K - $304K
|
124K
$3.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.71KNew |
$258K - $276K
|
9.71K
$269K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
9.6KNew |
$255K - $272K
|
9.6K
$266K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
7.72KNew |
$205K - $219K
|
7.72K
$214K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.17KNew |
$191K - $204K
|
7.17K
$199K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.29K+ 31.68% |
$141K - $150K
|
22K
$610K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5.1KNew |
$136K - $145K
|
5.1K
$141K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
4.61K+ 83.08% |
$123K - $131K
|
10.2K
$282K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.75K+ 31.01% |
$73.1K - $78.1K
|
11.6K
$322K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.32K+ 5.91% |
$61.8K - $66K
|
41.6K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.43K+ 5.25% |
$38K - $40.6K
|
28.7K
$795K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.01K+ 1.19% |
$26.7K - $28.6K
|
85.3K
$2.37M
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
429+ 3.01% |
$11.4K - $12.2K
|
14.7K
$407K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
345+ 210.37% |
$9.17K - $9.79K
|
509
$14.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
282+ 7.26% |
$7.5K - $8K
|
4.17K
$116K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
273New |
$7.26K - $7.75K
|
273
$7.57K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
211+ 2.09% |
$5.61K - $5.99K
|
10.3K
$286K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
193New |
$5.13K - $5.48K
|
193
$5.35K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
173+ 11.08% |
$4.6K - $4.91K
|
1.74K
$48.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
114+ 0.59% |
$3.03K - $3.24K
|
19.3K
$536K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
45+ 0.23% |
$1.2K - $1.28K
|
19.8K
$549K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
35+ 0.41% |
$931 - $993
|
8.58K
$238K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.62% |
$319 - $341
|
1.96K
$54.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
7+ 0.34% |
$186 - $199
|
2.05K
$56.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 0.29% |
$160 - $170
|
2.1K
$58.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.33% |
$26.6 - $28.4
|
306
$8.49K
|
|
| Q2 2025 | |||||||
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
192K+ 2423.75% |
$4.61M - $5.33M
|
200K
$5.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4.95KNew |
$119K - $137K
|
4.95K
$137K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.42K+ 32.07% |
$58.1K - $67.1K
|
9.96K
$276K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.93KNew |
$46.3K - $53.6K
|
1.93K
$53.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.8KNew |
$43.2K - $50K
|
1.8K
$49.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
1K+ 0.2% |
$24K - $27.8K
|
489K
$13.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
99+ 1.18% |
$2.38K - $2.75K
|
8.5K
$236K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
47New |
$1.13K - $1.3K
|
47
$1.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
26New |
$624 - $722
|
26
$721
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.55KNew |
$225K - $246K
|
8.55K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1KNew |
$26.3K - $28.7K
|
1K
$27.7K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
55.4KNew |
$1.48M - $1.67M
|
55.4K
$1.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
51.2KNew |
$1.37M - $1.55M
|
51.2K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
39.5KNew |
$1.06M - $1.19M
|
39.5K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
37.5KNew |
$1M - $1.13M
|
37.5K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
10.5KNew |
$280K - $316K
|
10.5K
$290K
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
4.93K+ 38.16% |
$132K - $149K
|
17.8K
$495K
|
|