Purchases and Sales Made in Q1 2022 in First Tr S&P Reit Index Fd (FRI)

FRI Quotes by TradingView

This table provides information about the institutional ownership of First Tr S&P Reit Index Fd (FRI) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST TR S&P REIT INDEX FD.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 13, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
357K
+ 43.25%
$10.2M - $11.6M
1.18M $32.4M
May 13, 2022 Q1 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
140K
+ 139.95%
$4M - $4.54M
239K $6.55M
May 10, 2022 Q1 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
105K
New
$3M - $3.4M
105K $2.86M
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
99.2K
+ 270.58%
$2.84M - $3.22M
136K $3.72M
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
62.7K
New
$1.8M - $2.04M
62.7K $1.72M
Apr 25, 2022 Q1 2022
River Tree Advisors, LLC

Winter Park, FL
BUY
 -
56.5K
New
$1.62M - $1.84M
56.5K $1.55M
May 16, 2022 Q1 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
48K
+ 251.06%
$1.38M - $1.56M
67.1K $1.84M
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
31.1K
+ 67.99%
$891K - $1.01M
76.8K $2.1M
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
28.9K
+ 43.56%
$829K - $941K
95.3K $2.61M
May 24, 2022 Q1 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
23.4K
New
$669K - $760K
23.4K $639K
May 16, 2022 Q1 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
18.4K
New
$527K - $598K
18.4K $503K
May 11, 2022 Q1 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
18K
+ 116.76%
$515K - $584K
33.3K $912K
May 12, 2022 Q1 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
15.5K
+ 86.28%
$443K - $503K
33.4K $914K
Feb 16, 2023 Q1 2022
Bensler, LLC

Bellevue, WA
BUY
 -
14.4K
New
$413K - $469K
14.4K $395K
Apr 22, 2022 Q1 2022
Truist Financial Corp

BUY
 -
13.5K
+ 12.66%
$388K - $440K
121K $3.3M
May 04, 2022 Q1 2022
Commonwealth Equity Services, LLC

BUY
 -
12.3K
+ 113.49%
$353K - $400K
23.2K $634K
May 12, 2022 Q1 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
12K
+ 30.71%
$344K - $391K
51.1K $1.4M
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
11.5K
+ 112.65%
$331K - $375K
21.8K $597K
Jul 13, 2022 Q1 2022
Crown Wealth Group, LLC

BUY
 -
10.8K
New
$310K - $351K
10.8K $296K
May 10, 2022 Q1 2022
Western Wealth Management, LLC

BUY
 -
9.75K
New
$279K - $317K
9.75K $267K
May 12, 2022 Q1 2022
Private Advisor Group, LLC

BUY
 -
9.08K
+ 101.4%
$260K - $295K
18K $494K
May 16, 2022 Q1 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
8.72K
+ 38.36%
$250K - $283K
31.4K $861K
May 11, 2022 Q1 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
7.47K
New
$214K - $243K
7.47K $205K
May 04, 2022 Q1 2022
Janney Montgomery Scott LLC

BUY
 -
6.83K
New
$196K - $222K
6.83K $187K
May 20, 2022 Q1 2022
Chicago Partners Investment Group LLC

BUY
 -
6.7K
+ 6.56%
$192K - $218K
109K $2.98M
Apr 18, 2022 Q1 2022
Cottonwood Capital Advisors, LLC

BUY
 -
5.04K
+ 15.04%
$145K - $164K
38.6K $1.06M
Apr 18, 2022 Q1 2022
Ae Wealth Management LLC

BUY
 -
2.83K
+ 6.47%
$81K - $91.9K
46.5K $1.27M
May 04, 2022 Q1 2022
Prospera Financial Services Inc

BUY
 -
2.03K
New
$58.2K - $66.1K
2.03K $55.6K
May 13, 2022 Q1 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
1.91K
+ 9.64%
$54.7K - $62.1K
21.7K $594K
May 13, 2022 Q1 2022
Money Concepts Capital Corp

BUY
 -
1.8K
New
$51.6K - $58.5K
1.8K $49.3K
May 12, 2022 Q1 2022
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
1.33K
+ 5.42%
$38.2K - $43.3K
25.9K $709K
May 03, 2022 Q1 2022
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
710
+ 11.4%
$20.3K - $23.1K
6.94K $190K
Apr 26, 2022 Q1 2022
Stratos Wealth Partners, Ltd.

BUY
 -
695
+ 9.65%
$19.9K - $22.6K
7.9K $216K
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
661
New
$18.9K - $21.5K
661 $18.1K
Apr 07, 2022 Q1 2022
Rvw Wealth, LLC

BUY
 -
627
+ 2.86%
$18K - $20.4K
22.6K $617K
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
331
New
$9.49K - $10.8K
331 $9.06K
May 23, 2022 Q1 2022
Advisory Services Network, LLC

BUY
 -
246
+ 3.84%
$7.05K - $8K
6.66K $182K
Apr 27, 2022 Q1 2022
Beacon Financial Advisory LLC

BUY
 -
21
+ 0.16%
$602 - $683
13.2K $362K
May 16, 2022 Q1 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
6
+ 0.08%
$172 - $195
7.79K $213K
May 13, 2022 Q1 2022
Sage Private Wealth Group, LLC

BUY
 -
1
+ 0.47%
$28.7 - $32.5
216 $5.91K
May 12, 2022 Q1 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-34
- 0.14%
$974 - $1.11K
24.7K $677K
May 12, 2022 Q1 2022
Synovus Financial Corp

Columbus, GA
SELL
 -
-165
- 2.4%
$4.73K - $5.37K
6.71K $184K
Apr 25, 2022 Q1 2022
Cerity Partners LLC

New York, NY
SELL
 -
-173
- 2.34%
$4.96K - $5.63K
7.23K $198K
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-272
Closed
$7.8K - $8.85K
0 $0
May 04, 2022 Q1 2022
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-323
- 2.01%
$9.26K - $10.5K
15.8K $432K
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-673
Closed
$19.3K - $21.9K
0 $0
Jan 19, 2023 Q1 2022
Stephens Consulting, LLC

Flint, MI
SELL
 -
-760
Closed
$21.8K - $24.7K
0 $0
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

SELL
 -
-897
- 5.71%
$25.7K - $29.2K
14.8K $405K
May 13, 2022 Q1 2022
Centaurus Financial, Inc.

SELL
 -
-2.06K
- 17.16%
$59K - $67K
9.95K $272K

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