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 |
---|---|---|---|---|---|---|---|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
290KNew |
$7.77M - $8.77M
|
290K
$8.04M
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
39.5KNew |
$1.06M - $1.19M
|
39.5K
$1.09M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
754+ 6.95% |
$20.2K - $22.8K
|
11.6K
$321K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
150New |
$4.01K - $4.53K
|
150
$4.16K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
118+ 1.16% |
$3.16K - $3.56K
|
10.3K
$284K
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
15New |
$401 - $453
|
15
$416
|
|
Q3 2024 | |||||||
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
672K+ 96.15% |
$17.1M - $20.2M
|
1.37M
$38M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
344K+ 2276.75% |
$8.77M - $10.3M
|
360K
$9.96M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
336K+ 446.13% |
$8.55M - $10.1M
|
411K
$11.4M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
192K+ 132.62% |
$4.89M - $5.75M
|
337K
$9.32M
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
147KNew |
$3.74M - $4.4M
|
147K
$4.07M
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
78.1K+ 2864.01% |
$1.99M - $2.34M
|
80.8K
$2.24M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
47.6KNew |
$1.21M - $1.43M
|
47.6K
$1.32M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
45.8KNew |
$1.17M - $1.37M
|
45.8K
$1.27M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
36.1K+ 59.6% |
$919K - $1.08M
|
96.6K
$2.67M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.1K+ 31.14% |
$793K - $933K
|
131K
$3.63M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
28.1KNew |
$716K - $843K
|
28.1K
$779K
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.3KNew |
$517K - $609K
|
20.3K
$562K
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
13.5KNew |
$344K - $405K
|
13.5K
$374K
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
12.5KNew |
$319K - $375K
|
12.5K
$347K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.31KNew |
$237K - $279K
|
9.31K
$258K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.35KNew |
$187K - $220K
|
7.35K
$203K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.93K+ 8.97% |
$125K - $148K
|
59.9K
$1.66M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.16K+ 17.4% |
$55K - $64.8K
|
14.6K
$404K
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.36K+ 5.89% |
$34.5K - $40.7K
|
24.4K
$675K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.32K+ 1.78% |
$33.5K - $39.4K
|
75.1K
$2.08M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.12K+ 3.62% |
$28.5K - $33.6K
|
32.1K
$888K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
928+ 10.55% |
$23.6K - $27.8K
|
9.73K
$269K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
374+ 3.66% |
$9.53K - $11.2K
|
10.6K
$294K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
364+ 7.21% |
$9.27K - $10.9K
|
5.41K
$150K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
323+ 161.5% |
$8.23K - $9.68K
|
523
$14.5K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
318New |
$8.1K - $9.53K
|
318
$8.81K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
315+ 1.82% |
$8.02K - $9.44K
|
17.6K
$488K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
278+ 1.2% |
$7.08K - $8.33K
|
23.4K
$649K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
38+ 0.14% |
$968 - $1.14K
|
28.2K
$781K
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.14% |
$50.9 - $60
|
1.41K
$39.1K
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.05% |
$25.5 - $30
|
1.89K
$52.5K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.07KNew |
$96.9K - $105K
|
4.07K
$113K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.27K+ 5.27% |
$30.3K - $32.9K
|
25.4K
$704K
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
16New |
$381 - $414
|
16
$443
|
|
Q1 2024 | |||||||
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
22.6KNew |
$559K - $598K
|
22.6K
$625K
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
14.8KNew |
$368K - $393K
|
14.8K
$411K
|
|
May 03, 2024
Q1 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
10.1KNew |
$250K - $267K
|
10.1K
$279K
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.99KNew |
$248K - $265K
|
9.99K
$277K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.49K+ 47.74% |
$161K - $172K
|
20.1K
$556K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.3KNew |
$32.2K - $34.5K
|
1.3K
$36K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.05KNew |
$172K - $215K
|
8.05K
$223K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
193New |
$4.12K - $5.15K
|
193
$5.35K
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
13+ 0.13% |
$278 - $347
|
10.1K
$281K
|