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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
9.13KNew |
$206K - $235K
|
9.13K
$250K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
800New |
$18.1K - $20.6K
|
800
$21.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
791New |
$17.9K - $20.4K
|
791
$21.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
373New |
$8.42K - $9.62K
|
373
$10.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$2.26K - $2.58K
|
100
$2.74K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
515New |
$11.7K - $14K
|
515
$14.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
190New |
$4.31K - $5.18K
|
190
$5.2K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.2K+ 53.57% |
$514K - $593K
|
66.5K
$1.82M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
13.6KNew |
$300K - $346K
|
13.6K
$371K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.64KNew |
$58.5K - $67.4K
|
2.64K
$72.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
666New |
$14.8K - $17K
|
666
$18.2K
|
|
| Q3 2022 | |||||||
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
28.5KNew |
$648K - $823K
|
28.5K
$780K
|
|
|
Oct 20, 2022
Q3 2022
|
James Hambro & Partners
|
BUY
|
- |
10KNew |
$228K - $290K
|
10K
$275K
|
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.58K+ 13.93% |
$104K - $132K
|
37.5K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.2KNew |
$27.3K - $34.7K
|
1.2K
$32.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.46% |
$22.7 - $28.9
|
218
$5.97K
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
13.8KNew |
$342K - $446K
|
13.8K
$379K
|
|
|
Jul 18, 2022
Q2 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
7.94KNew |
$196K - $256K
|
7.94K
$217K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.53K+ 70.03% |
$137K - $178K
|
13.4K
$367K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.68KNew |
$90.9K - $119K
|
3.68K
$101K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
274New |
$6.77K - $8.84K
|
274
$7.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
85New |
$2.1K - $2.74K
|
85
$2.33K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
54New |
$1.33K - $1.74K
|
54
$1.48K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
62.7KNew |
$1.8M - $2.04M
|
62.7K
$1.72M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
9.75KNew |
$279K - $317K
|
9.75K
$267K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2.03KNew |
$58.2K - $66.1K
|
2.03K
$55.6K
|
|
| Q3 2021 | |||||||
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
11.1KNew |
$313K - $339K
|
11.1K
$304K
|
|
| Q1 2021 | |||||||
|
Sep 21, 2023
Q1 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
223New |
$4.97K - $5.73K
|
223
$6.1K
|
|
| Q3 2020 | |||||||
|
Nov 10, 2020
Q3 2020
|
Hexagon Capital Partners LLC
|
BUY
|
- |
766New |
$15.6K - $17.1K
|
766
$21K
|
|
| Q3 2018 | |||||||
|
Sep 07, 2021
Q3 2018
|
Geneos Wealth Management Inc.
|
BUY
|
- |
400New |
$9.16K - $9.72K
|
400
$10.9K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$23.1 - $23.3
|
1
$27.4
|
|
| Q1 2016 | |||||||
|
Sep 15, 2017
Q1 2016
|
Assetmark, Inc
|
BUY
|
- |
100New |
N/A
|
100
$2.74K
|
|