Purchases and Sales Made in Q2 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 Q2 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
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
296K
+ 46.46%
$6.87M - $7.37M
933K $25.7M
Aug 07, 2023 Q2 2023
Fischer Investment Strategies, LLC

Westlake Village, CA
BUY
 -
72.5K
New
$1.68M - $1.81M
72.5K $2M
Aug 07, 2023 Q2 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
50.3K
+ 95.18%
$1.17M - $1.25M
103K $2.84M
Aug 10, 2023 Q2 2023
Aft, Forsyth & Sober, LLC

BUY
 -
9.45K
+ 4.73%
$219K - $235K
209K $5.76M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
8.89K
New
$206K - $221K
8.89K $245K
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
5.21K
+ 11.75%
$121K - $130K
49.5K $1.36M
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
3.88K
+ 3.44%
$90.1K - $96.6K
117K $3.22M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
2.04K
+ 5.58%
$47.3K - $50.7K
38.6K $1.06M
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
844
+ 8.7%
$19.6K - $21K
10.5K $290K
Aug 15, 2023 Q2 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
842
+ 5.22%
$19.5K - $21K
17K $467K
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
320
+ 2.43%
$7.43K - $7.97K
13.5K $371K
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
245
+ 1.55%
$5.69K - $6.1K
16.1K $442K
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
119
+ 0.49%
$2.76K - $2.96K
24.6K $677K
Jul 06, 2023 Q2 2023
Rvw Wealth, LLC

BUY
 -
91
+ 0.98%
$2.11K - $2.27K
9.33K $257K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
8
+ 0.75%
$186 - $199
1.07K $29.6K
Aug 14, 2023 Q2 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
5
+ 0.27%
$116 - $125
1.88K $51.8K
Jul 28, 2023 Q2 2023
Private Trust CO Na

SELL
 -
-8
- 0.1%
$186 - $199
8.13K $224K
Aug 09, 2023 Q2 2023
R Pg Family Wealth Advisory, LLC

Burlington, MA
SELL
 -
-83
- 0.6%
$1.93K - $2.07K
13.7K $377K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-235
Closed
$5.45K - $5.85K
0 $0
Aug 15, 2023 Q2 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
SELL
 -
-248
- 1.84%
$5.76K - $6.18K
13.3K $365K
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-251
- 0.19%
$5.83K - $6.25K
134K $3.7M
Jul 20, 2023 Q2 2023
Bensler, LLC

Bellevue, WA
SELL
 -
-295
- 2.73%
$6.85K - $7.35K
10.5K $290K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-332
- 3.66%
$7.71K - $8.27K
8.75K $241K
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

SELL
 -
-383
- 1.22%
$8.89K - $9.54K
31.1K $855K
Aug 11, 2023 Q2 2023
Harvest Investment Services, LLC

SELL
 -
-392
- 2.94%
$9.1K - $9.76K
13K $356K
Aug 11, 2023 Q2 2023
Truadvice, LLC

Sarasota, FL
SELL
 -
-587
- 6.34%
$13.6K - $14.6K
8.67K $239K
Aug 07, 2023 Q2 2023
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-731
- 2.4%
$17K - $18.2K
29.7K $817K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-759
- 94.29%
$17.6K - $18.9K
46 $1.27K
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

SELL
 -
-852
- 14.83%
$19.8K - $21.2K
4.89K $135K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-988
- 6.04%
$22.9K - $24.6K
15.4K $423K
Aug 04, 2023 Q2 2023
Cottonwood Capital Advisors, LLC

SELL
 -
-1.59K
- 4.78%
$36.9K - $39.6K
31.7K $873K
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-2.04K
- 6.76%
$47.2K - $50.7K
28.1K $773K
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
SELL
 -
-2.14K
- 7.07%
$49.7K - $53.3K
28.1K $774K
Jul 17, 2023 Q2 2023
Beacon Financial Advisory LLC

SELL
 -
-2.84K
- 21.92%
$66K - $70.8K
10.1K $279K
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-3.08K
- 7.26%
$71.6K - $76.8K
39.4K $1.08M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-3.24K
- 9.56%
$75.1K - $80.6K
30.6K $842K
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-8.12K
- 42.9%
$188K - $202K
10.8K $297K
Aug 11, 2023 Q2 2023
Ubs Group Ag

SELL
 -
-9.15K
- 6.1%
$212K - $228K
141K $3.87M
Aug 14, 2023 Q2 2023
Goldman Sachs Group Inc

New York, NY
SELL
 -
-12.2K
- 37.4%
$284K - $305K
20.5K $564K
May 14, 2024 Q2 2023
Goldman Sachs Group Inc

New York, NY
SELL
 -
-12.2K
- 37.4%
$284K - $305K
20.5K $564K
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-16.9K
- 36.25%
$393K - $422K
29.8K $819K
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-24.9K
- 45.21%
$578K - $620K
30.2K $831K
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-37.2K
- 75.41%
$862K - $925K
12.1K $333K
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-43K
- 73.24%
$997K - $1.07M
15.7K $432K
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

SELL
 -
-55.3K
- 46.2%
$1.28M - $1.38M
64.4K $1.77M
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-56.4K
- 92.49%
$1.31M - $1.4M
4.58K $126K
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-57.2K
- 47.12%
$1.33M - $1.43M
64.2K $1.77M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
SELL
 -
-124K
- 15.69%
$2.89M - $3.1M
668K $18.4M

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