Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Jul 16, 2021
Q2 2021
|
Sterling Manor Financial, LLC
|
BUY
|
- |
135KNew |
$3.46M - $3.93M
|
135K
$3.92M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
109KNew |
$2.79M - $3.17M
|
109K
$3.16M
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
87KNew |
$2.23M - $2.54M
|
87K
$2.53M
|
|
Aug 09, 2021
Q2 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
70.5K+ 17.52% |
$1.81M - $2.06M
|
473K
$13.7M
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
47.9KNew |
$1.23M - $1.4M
|
47.9K
$1.39M
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
47.5K+ 35.37% |
$1.22M - $1.38M
|
182K
$5.28M
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.6K+ 19.76% |
$758K - $863K
|
179K
$5.21M
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
23.5KNew |
$602K - $685K
|
23.5K
$683K
|
|
Jul 22, 2021
Q2 2021
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
20KNew |
$512K - $583K
|
20K
$581K
|
|
Aug 13, 2021
Q2 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13.3KNew |
$341K - $388K
|
13.3K
$386K
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.7K+ 3475.15% |
$301K - $343K
|
12.1K
$351K
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.2KNew |
$236K - $268K
|
9.2K
$267K
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
8.42KNew |
$216K - $246K
|
8.42K
$245K
|
|
Aug 11, 2021
Q2 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.36KNew |
$189K - $215K
|
7.36K
$214K
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
6K+ 30.3% |
$154K - $175K
|
25.8K
$750K
|
|
Jul 08, 2021
Q2 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
4.44K+ 35.96% |
$114K - $129K
|
16.8K
$487K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.26K+ 43.39% |
$109K - $124K
|
14.1K
$409K
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.36K+ 10.74% |
$86.2K - $98.1K
|
34.7K
$1.01M
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.97K+ 2.23% |
$50.5K - $57.5K
|
90.4K
$2.63M
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.23K+ 4.83% |
$31.4K - $35.8K
|
26.6K
$774K
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.07K+ 3.93% |
$27.4K - $31.1K
|
28.2K
$821K
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
879New |
$22.5K - $25.6K
|
879
$25.5K
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
546+ 3.78% |
$14K - $15.9K
|
15K
$435K
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
523+ 98.12% |
$13.4K - $15.3K
|
1.06K
$30.7K
|
|
Aug 10, 2021
Q2 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
148+ 1.17% |
$3.79K - $4.32K
|
12.8K
$373K
|
|
Jul 14, 2021
Q2 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
17+ 0.13% |
$436 - $496
|
13.1K
$382K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.12% |
$51.2 - $58.3
|
1.62K
$47.1K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-43- 68.25% |
$1.1K - $1.25K
|
20
$581
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-265Closed |
$6.79K - $7.73K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-298- 1.58% |
$7.63K - $8.69K
|
18.6K
$540K
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-312- 0.75% |
$7.99K - $9.1K
|
41.1K
$1.19M
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-339- 1.64% |
$8.69K - $9.89K
|
20.3K
$590K
|
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-458Closed |
$11.7K - $13.4K
|
0
$0
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-580- 30.9% |
$14.9K - $16.9K
|
1.3K
$37.7K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-600Closed |
$15.4K - $17.5K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
- |
-718- 2.75% |
$18.4K - $20.9K
|
25.4K
$738K
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.68K- 55.54% |
$43K - $48.9K
|
1.34K
$39K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.84K- 10.25% |
$47.2K - $53.7K
|
16.1K
$469K
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.53KClosed |
$116K - $132K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17KClosed |
$436K - $496K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-18.4KClosed |
$473K - $538K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-24.7K- 44.5% |
$632K - $719K
|
30.8K
$894K
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-57.2K- 77.26% |
$1.46M - $1.67M
|
16.8K
$489K
|