Purchases and Sales Made in Q1 2025 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 2025. 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 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
329K+ 206.08% |
$8.66M - $9.44M
|
488K
$13.5M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
131K+ 567.69% |
$3.45M - $3.77M
|
154K
$4.27M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
111K+ 467.52% |
$2.94M - $3.2M
|
135K
$3.75M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
108K+ 2651.0% |
$2.84M - $3.1M
|
112K
$3.1M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
64.4K+ 8.19% |
$1.7M - $1.85M
|
850K
$23.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
29KNew |
$763K - $832K
|
29K
$803K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.9K+ 14.55% |
$551K - $602K
|
165K
$4.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
11K+ 3.79% |
$290K - $317K
|
301K
$8.35M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.33K+ 47.63% |
$246K - $268K
|
28.9K
$801K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.55KNew |
$225K - $246K
|
8.55K
$237K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.59K+ 17.34% |
$147K - $161K
|
37.8K
$1.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.12K+ 102925.0% |
$108K - $118K
|
4.12K
$114K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.35K+ 13.31% |
$88.2K - $96.2K
|
28.5K
$790K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.27K+ 2.99% |
$59.8K - $65.3K
|
78.2K
$2.17M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.13K+ 10.13% |
$56.1K - $61.2K
|
23.2K
$642K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.09KNew |
$55K - $60K
|
2.09K
$57.9K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.82K+ 28.12% |
$48K - $52.3K
|
8.3K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1KNew |
$26.3K - $28.7K
|
1K
$27.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
632+ 44.73% |
$16.6K - $18.2K
|
2.05K
$56.7K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
246+ 2.85% |
$6.48K - $7.07K
|
8.88K
$246K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
34+ 0.21% |
$896 - $977
|
16.4K
$454K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
32+ 0.31% |
$843 - $920
|
10.3K
$285K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12+ 0.06% |
$316 - $345
|
19.7K
$547K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.42% |
$211 - $230
|
1.93K
$53.6K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2New |
$52.7 - $57.5
|
2
$55.4
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-36- 41.38% |
$948 - $1.03K
|
51
$1.41K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-56- 0.39% |
$1.48K - $1.61K
|
14.2K
$395K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-71- 6.52% |
$1.87K - $2.04K
|
1.02K
$28.2K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-85- 21.85% |
$2.24K - $2.44K
|
304
$8.42K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-125- 0.57% |
$3.29K - $3.59K
|
21.9K
$607K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-187- 1.84% |
$4.93K - $5.37K
|
9.99K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-539- 17.88% |
$14.2K - $15.5K
|
2.48K
$68.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-835- 4.63% |
$22K - $24K
|
17.2K
$477K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-847- 26.79% |
$22.3K - $24.3K
|
2.32K
$64.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.06K- 5.22% |
$27.9K - $30.5K
|
19.3K
$534K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.1K- 12.97% |
$29K - $31.6K
|
7.39K
$205K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.21K- 15.73% |
$31.8K - $34.7K
|
6.48K
$179K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.32K- 8.03% |
$34.7K - $37.8K
|
15.1K
$418K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.81K- 19.72% |
$47.6K - $51.9K
|
7.35K
$204K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.48K- 15.9% |
$65.2K - $71.1K
|
13.1K
$363K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.88K- 11.78% |
$181K - $198K
|
51.5K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.15K- 9.4% |
$188K - $206K
|
68.9K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.51K- 53.02% |
$224K - $245K
|
7.54K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.83K- 37.19% |
$233K - $254K
|
14.9K
$413K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.9K- 24.18% |
$315K - $343K
|
37.5K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-12.7K- 48.01% |
$335K - $366K
|
13.8K
$382K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.5K- 22.79% |
$356K - $388K
|
45.7K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-14.8K- 14.03% |
$389K - $425K
|
90.6K
$2.51M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.5K- 55.88% |
$488K - $532K
|
14.6K
$405K
|