Purchases and Sales Made in Q1 2023 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 2023. 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 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
92.4K
+ 16.97%
$2.09M - $2.52M
637K $17.3M
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
29.6K
+ 150.06%
$670K - $805K
49.3K $1.34M
May 09, 2023 Q1 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
15.9K
+ 43.05%
$360K - $433K
52.8K $1.43M
Apr 18, 2023 Q1 2023
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
13.8K
New
$313K - $376K
13.8K $374K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
10.9K
New
$248K - $298K
10.9K $296K
May 01, 2023 Q1 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
9.26K
New
$210K - $252K
9.26K $251K
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
9.16K
New
$208K - $250K
9.16K $249K
Apr 27, 2023 Q1 2023
Davenport & CO LLC

BUY
 -
8.47K
New
$192K - $231K
8.47K $230K
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
5.9K
+ 264.1%
$134K - $161K
8.13K $221K
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
4.22K
+ 3.65%
$95.7K - $115K
120K $3.25M
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
3.81K
+ 6.66%
$86.3K - $104K
61K $1.66M
May 11, 2023 Q1 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
3.69K
+ 13.79%
$83.5K - $100K
30.4K $826K
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
2.98K
+ 2.71%
$67.5K - $81.1K
113K $3.06M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
2.76K
New
$62.5K - $75.1K
2.76K $74.8K
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
2.53K
+ 6.34%
$57.4K - $68.9K
42.5K $1.15M
May 15, 2023 Q1 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
1.88K
New
$42.6K - $51.2K
1.88K $51K
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1.33K
+ 4.09%
$30.1K - $36.2K
33.8K $918K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
805
New
$18.2K - $21.9K
805 $21.8K
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
779
+ 5.0%
$17.7K - $21.2K
16.4K $444K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
515
New
$11.7K - $14K
515 $14K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
235
New
$5.33K - $6.4K
235 $6.38K
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
195
+ 1.5%
$4.42K - $5.31K
13.2K $357K
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
190
New
$4.31K - $5.18K
190 $5.15K
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
119
+ 0.74%
$2.7K - $3.24K
16.1K $437K
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
104
+ 0.43%
$2.36K - $2.83K
24.5K $665K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
74
+ 37.95%
$1.68K - $2.02K
269 $7.3K
Apr 18, 2023 Q1 2023
Beacon Financial Advisory LLC

BUY
 -
69
+ 0.54%
$1.56K - $1.88K
13K $352K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
5
+ 0.47%
$113 - $136
1.07K $28.9K
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
1
+ 3.7%
$22.7 - $27.2
28 $760
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

SELL
 -
-35
- 0.61%
$793 - $953
5.75K $156K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

SELL
 -
-101
- 0.28%
$2.29K - $2.75K
36.5K $991K
May 15, 2023 Q1 2023
Harvest Investment Services, LLC

SELL
 -
-164
- 1.21%
$3.72K - $4.47K
13.3K $362K
May 05, 2023 Q1 2023
Cottonwood Capital Advisors, LLC

SELL
 -
-226
- 0.67%
$5.12K - $6.16K
33.3K $904K
Apr 11, 2023 Q1 2023
Rvw Wealth, LLC

SELL
 -
-429
- 4.44%
$9.72K - $11.7K
9.24K $251K
Apr 10, 2023 Q1 2023
Kesler, Norman & Wride, LLC

SELL
 -
-589
- 2.01%
$13.3K - $16K
28.7K $780K
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
SELL
 -
-727
- 4.39%
$16.5K - $19.8K
15.8K $430K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-886
- 8.89%
$20.1K - $24.1K
9.08K $246K
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

SELL
 -
-1.03K
- 9.59%
$23.3K - $28K
9.71K $263K
May 11, 2023 Q1 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
SELL
 -
-1.09K
- 7.46%
$24.7K - $29.6K
13.5K $366K
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

SELL
 -
-2.96K
- 8.6%
$67K - $80.5K
31.4K $853K
Apr 27, 2023 Q1 2023
Bensler, LLC

Bellevue, WA
SELL
 -
-3.4K
- 23.92%
$77.1K - $92.7K
10.8K $294K
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-4.34K
- 8.5%
$98.3K - $118K
46.7K $1.27M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
SELL
 -
-5.92K
- 16.37%
$134K - $161K
30.3K $821K
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-5.95K
- 4.67%
$135K - $162K
121K $3.3M
May 12, 2023 Q1 2023
Ubs Group Ag

SELL
 -
-9.88K
- 6.18%
$224K - $269K
150K $4.07M
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-13.2K
- 10.9%
$300K - $360K
108K $2.93M
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-15.1K
- 33.4%
$342K - $411K
30.1K $817K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-15.6K
- 45.22%
$354K - $426K
18.9K $513K
May 10, 2023 Q1 2023
Aft, Forsyth & Sober, LLC

SELL
 -
-28.4K
- 12.42%
$642K - $772K
200K $5.43M

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