Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-586K- 42.71% |
$15.7M - $17.7M
|
786K
$21.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-161K- 44.85% |
$4.31M - $4.87M
|
198K
$5.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-126K- 37.38% |
$3.36M - $3.8M
|
211K
$5.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-40.3K- 67.29% |
$1.08M - $1.22M
|
19.6K
$538K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.45K- 29.99% |
$226K - $255K
|
19.7K
$542K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.13K- 43.78% |
$191K - $215K
|
9.16K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.28K- 15.21% |
$114K - $129K
|
23.8K
$654K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.12K- 99.9% |
$110K - $124K
|
4
$110
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.34K- 9.61% |
$62.7K - $70.7K
|
22K
$605K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.6K- 1.09% |
$42.9K - $48.4K
|
145K
$3.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.59K- 1.64% |
$42.4K - $47.9K
|
95K
$2.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.02K- 4.77% |
$27.2K - $30.8K
|
20.3K
$558K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-860- 3.93% |
$23K - $26K
|
21K
$577K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-485- 4.57% |
$13K - $14.6K
|
10.1K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-408- 11.43% |
$10.9K - $12.3K
|
3.16K
$86.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-370- 0.35% |
$9.89K - $11.2K
|
105K
$2.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-332- 1.42% |
$8.88K - $10K
|
23.1K
$634K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-116- 8.72% |
$3.1K - $3.5K
|
1.22K
$33.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-71- 15.43% |
$1.9K - $2.14K
|
389
$10.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-56- 4.89% |
$1.5K - $1.69K
|
1.09K
$29.9K
|
|
| Q3 2024 | |||||||
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-3.59K- 32.72% |
$91.4K - $108K
|
7.38K
$203K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-666- 7.35% |
$17K - $20K
|
8.4K
$231K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.59K- 90.21% |
$38K - $41.3K
|
173
$4.75K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-573- 77.75% |
$13.6K - $14.8K
|
164
$4.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-138- 2.96% |
$3.29K - $3.57K
|
4.52K
$124K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-26- 92.86% |
$619 - $673
|
2
$54.9
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14K- 55.32% |
$347K - $370K
|
11.3K
$310K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-50K- 23.87% |
$1.07M - $1.33M
|
159K
$4.38M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-100- 2.3% |
$2.14K - $2.67K
|
4.25K
$117K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-17.7K- 24.37% |
$399K - $456K
|
54.9K
$1.51M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.77K- 16.82% |
$40K - $45.7K
|
8.76K
$240K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-541- 50.37% |
$12.2K - $14K
|
533
$14.6K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-587- 6.34% |
$13.6K - $14.6K
|
8.67K
$238K
|
|
| Q1 2023 | |||||||
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-589- 2.01% |
$13.3K - $16K
|
28.7K
$789K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13.8K- 23.49% |
$306K - $352K
|
44.9K
$1.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-9.88K- 66.86% |
$219K - $252K
|
4.9K
$134K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-510- 64.97% |
$11.3K - $13K
|
275
$7.55K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-325- 98.19% |
$7.2K - $8.3K
|
6
$165
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-688- 2.66% |
$15.6K - $19.9K
|
25.2K
$692K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-540- 3.72% |
$12.3K - $15.6K
|
14K
$384K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-202- 1.98% |
$4.59K - $5.84K
|
10K
$275K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-50- 0.23% |
$1.14K - $1.45K
|
22.1K
$605K
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-121KClosed |
$2.98M - $3.89M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-105KClosed |
$2.58M - $3.37M
|
0
$0
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-23.7K- 49.16% |
$586K - $765K
|
24.5K
$673K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.6KClosed |
$312K - $407K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-10.8KClosed |
$267K - $348K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.79KClosed |
$192K - $251K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-7KClosed |
$173K - $226K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-6.96KClosed |
$172K - $225K
|
0
$0
|
|