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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-238K- 25.76% |
$5.9M - $6.3M
|
685K
$17.6M
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14K- 55.32% |
$347K - $370K
|
11.3K
$289K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.2K- 29.57% |
$279K - $298K
|
26.8K
$686K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.03K- 57.18% |
$224K - $239K
|
6.76K
$173K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.35K- 14.59% |
$157K - $168K
|
37.2K
$953K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.18K- 9.5% |
$104K - $111K
|
39.8K
$1.02M
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-3.6K- 21.07% |
$89.3K - $95.5K
|
13.5K
$346K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3K- 67.3% |
$74.5K - $79.6K
|
1.46K
$37.4K
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.81K- 9.41% |
$69.6K - $74.3K
|
27K
$692K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.58K- 5.1% |
$64K - $68.4K
|
48K
$1.23M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.44K- 10.25% |
$60.5K - $64.7K
|
21.4K
$548K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.27K- 18.08% |
$56.4K - $60.2K
|
10.3K
$264K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.16K- 1.99% |
$53.5K - $57.1K
|
106K
$2.72M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.38K- 7.04% |
$34.2K - $36.6K
|
18.2K
$467K
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.22K- 4.13% |
$30.2K - $32.3K
|
28.3K
$725K
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.14K- 5.93% |
$28.3K - $30.3K
|
18.1K
$464K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.01K- 9.53% |
$25K - $26.7K
|
9.58K
$246K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-801- 2.65% |
$19.9K - $21.2K
|
29.4K
$755K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-383- 3.61% |
$9.5K - $10.1K
|
10.2K
$262K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-303- 14.64% |
$7.51K - $8.03K
|
1.77K
$45.3K
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-300- 3.04% |
$7.44K - $7.95K
|
9.57K
$245K
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-230- 0.2% |
$5.7K - $6.1K
|
117K
$2.99M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-68- 8.45% |
$1.69K - $1.8K
|
737
$18.9K
|
|
Q4 2023 | |||||||
Feb 08, 2024
Q4 2023
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-50K- 23.87% |
$1.07M - $1.33M
|
159K
$4.09M
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.14K- 88.19% |
$153K - $191K
|
957
$24.5K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-100- 2.3% |
$2.14K - $2.67K
|
4.25K
$109K
|
|
Q3 2023 | |||||||
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-17.7K- 24.37% |
$399K - $456K
|
54.9K
$1.41M
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.77K- 16.82% |
$40K - $45.7K
|
8.76K
$225K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-541- 50.37% |
$12.2K - $14K
|
533
$13.7K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-587- 6.34% |
$13.6K - $14.6K
|
8.67K
$222K
|
|
Q1 2023 | |||||||
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.2K- 10.9% |
$300K - $360K
|
108K
$2.77M
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-589- 2.01% |
$13.3K - $16K
|
28.7K
$737K
|
|
Q4 2022 | |||||||
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13.8K- 23.49% |
$324K - $352K
|
44.9K
$1.15M
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-9.88K- 66.86% |
$232K - $252K
|
4.9K
$126K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-510- 64.97% |
$12K - $13K
|
275
$7.05K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-325- 98.19% |
$7.63K - $8.3K
|
6
$154
|
|
Q3 2022 | |||||||
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-688- 2.66% |
$16.4K - $19.9K
|
25.2K
$647K
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-540- 3.72% |
$12.9K - $15.6K
|
14K
$359K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-202- 1.98% |
$4.82K - $5.84K
|
10K
$257K
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-50- 0.23% |
$1.19K - $1.45K
|
22.1K
$565K
|
|
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
$629K
|
|
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
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.71KClosed |
$166K - $216K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.8KClosed |
$44.5K - $58.1K
|
0
$0
|