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 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-39.1K- 41.15% |
$1.03M - $1.12M
|
55.9K
$1.52M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-48.2K- 8.42% |
$1.27M - $1.39M
|
524K
$14.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-77.7K- 36.87% |
$2.05M - $2.23M
|
133K
$3.62M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-99.6K- 12.05% |
$2.62M - $2.86M
|
726K
$19.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-108K- 96.36% |
$2.84M - $3.1M
|
4.07K
$111K
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-131K- 90.43% |
$3.46M - $3.78M
|
13.9K
$378K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-190K- 96.0% |
$5.01M - $5.47M
|
7.92K
$215K
|