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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
46.8K+ 173.38% |
$1.12M - $1.21M
|
73.8K
$2.15M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
42.8K+ 132.23% |
$1.02M - $1.11M
|
75.2K
$2.19M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.6K+ 157.19% |
$800K - $869K
|
54.9K
$1.6M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.1K+ 2.06% |
$336K - $365K
|
699K
$20.4M
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.07KNew |
$96.9K - $105K
|
4.07K
$118K
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.87K+ 28.64% |
$92.1K - $100K
|
17.4K
$505K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.73KNew |
$64.9K - $70.5K
|
2.73K
$79.4K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.62K+ 179.37% |
$62.3K - $67.7K
|
4.08K
$119K
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.87K+ 1.9% |
$44.5K - $48.3K
|
100K
$2.92M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.5K+ 5.11% |
$35.8K - $38.9K
|
30.9K
$901K
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.41KNew |
$33.6K - $36.5K
|
1.41K
$41.1K
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.4K+ 14.63% |
$33.3K - $36.2K
|
11K
$319K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.27K+ 5.27% |
$30.3K - $32.9K
|
25.4K
$740K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
569+ 5.75% |
$13.6K - $14.7K
|
10.5K
$305K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
567+ 2.66% |
$13.5K - $14.7K
|
21.9K
$638K
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
463+ 2.05% |
$11K - $12K
|
23K
$670K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
300+ 0.97% |
$7.15K - $7.76K
|
31.1K
$906K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
245+ 0.51% |
$5.84K - $6.34K
|
48.2K
$1.4M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
226+ 19.01% |
$5.38K - $5.85K
|
1.42K
$41.2K
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
219+ 1.36% |
$5.22K - $5.67K
|
16.3K
$475K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
151+ 308.16% |
$3.6K - $3.91K
|
200
$5.82K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
123+ 0.44% |
$2.93K - $3.18K
|
28.1K
$819K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
115+ 0.98% |
$2.74K - $2.98K
|
11.8K
$344K
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
100+ 1.12% |
$2.38K - $2.59K
|
9.07K
$264K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
70+ 9.51% |
$1.67K - $1.81K
|
806
$23.5K
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
16New |
$381 - $414
|
16
$466
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.21% |
$95.3 - $104
|
1.89K
$55.1K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
46KNew |
$1.14M - $1.22M
|
46K
$1.34M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
22.6KNew |
$559K - $598K
|
22.6K
$657K
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.3K+ 2.91% |
$529K - $566K
|
754K
$22M
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
14.8KNew |
$368K - $393K
|
14.8K
$432K
|
|
May 03, 2024
Q1 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
10.1KNew |
$250K - $267K
|
10.1K
$293K
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.99KNew |
$248K - $265K
|
9.99K
$291K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.49K+ 47.74% |
$161K - $172K
|
20.1K
$584K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.3KNew |
$32.2K - $34.5K
|
1.3K
$37.8K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
66+ 4.55% |
$1.64K - $1.75K
|
1.52K
$44.1K
|
|
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
$5.62K
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
13+ 0.13% |
$278 - $347
|
10.1K
$295K
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
13.8KNew |
$312K - $356K
|
13.8K
$402K
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
9.13KNew |
$206K - $235K
|
9.13K
$266K
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.39K+ 37.96% |
$144K - $165K
|
23.2K
$676K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.09KNew |
$92.4K - $106K
|
4.09K
$119K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.29K+ 83.09% |
$51.7K - $59.1K
|
5.05K
$147K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
800New |
$18.1K - $20.6K
|
800
$23.3K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
791New |
$17.9K - $20.4K
|
791
$23K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
373New |
$8.42K - $9.62K
|
373
$10.9K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$2.26K - $2.58K
|
100
$2.91K
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
9.16KNew |
$208K - $250K
|
9.16K
$267K
|