Purchases and Sales Made in Q1 2022 in First Tr S&P Reit Index Fd (FRI)
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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.6KClosed |
$74.5K - $84.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.42K- 30.04% |
$155K - $176K
|
12.6K
$346K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.24K- 13.06% |
$208K - $236K
|
48.2K
$1.32M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.24K- 13.06% |
$208K - $236K
|
48.2K
$1.32M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.5K- 87.11% |
$215K - $244K
|
1.11K
$30.4K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-8.35K- 5.89% |
$239K - $272K
|
133K
$3.65M
|
|
|
May 13, 2022
Q1 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-13KClosed |
$373K - $423K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-18.9K- 86.61% |
$542K - $615K
|
2.93K
$80.1K
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-19.5KClosed |
$559K - $634K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-24.6KClosed |
$706K - $801K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-36.6K- 54.12% |
$1.05M - $1.19M
|
31K
$850K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-41K- 71.34% |
$1.17M - $1.33M
|
16.5K
$450K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-41.3K- 51.31% |
$1.18M - $1.34M
|
39.2K
$1.07M
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-43.3K- 8.4% |
$1.24M - $1.41M
|
472K
$12.9M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-44.4K- 4.94% |
$1.27M - $1.44M
|
855K
$23.4M
|
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-51.9K- 58.04% |
$1.49M - $1.69M
|
37.5K
$1.03M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-69.2K- 76.72% |
$1.98M - $2.25M
|
21K
$575K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-70.8K- 32.01% |
$2.03M - $2.3M
|
150K
$4.12M
|
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-100KClosed |
$2.87M - $3.26M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-124K- 48.85% |
$3.54M - $4.02M
|
129K
$3.54M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-206K- 14.83% |
$5.9M - $6.7M
|
1.18M
$32.4M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-448KClosed |
$12.8M - $14.6M
|
0
$0
|