Purchases and Sales Made in Q2 2024 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 2024. 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 |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
59.7K+ 7.92% |
$1.42M - $1.55M
|
814K
$22.1M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
59.7K+ 7.92% |
$1.42M - $1.55M
|
814K
$22.1M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
46.8K+ 173.38% |
$1.12M - $1.21M
|
73.8K
$2M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
42.8K+ 132.23% |
$1.02M - $1.11M
|
75.2K
$2.04M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.6K+ 157.19% |
$800K - $869K
|
54.9K
$1.49M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.1K+ 2.06% |
$336K - $365K
|
699K
$19M
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.07KNew |
$96.9K - $105K
|
4.07K
$110K
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.87K+ 28.64% |
$92.1K - $100K
|
17.4K
$471K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.73KNew |
$64.9K - $70.5K
|
2.73K
$74K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.62K+ 179.37% |
$62.3K - $67.7K
|
4.08K
$111K
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.87K+ 1.9% |
$44.5K - $48.3K
|
100K
$2.72M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.5K+ 5.11% |
$35.8K - $38.9K
|
30.9K
$839K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.45KNew |
$34.5K - $37.5K
|
1.45K
$39.3K
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.41KNew |
$33.6K - $36.5K
|
1.41K
$38.3K
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.4K+ 14.63% |
$33.3K - $36.2K
|
11K
$298K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.27K+ 5.27% |
$30.3K - $32.9K
|
25.4K
$690K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
569+ 5.75% |
$13.6K - $14.7K
|
10.5K
$284K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
567+ 2.66% |
$13.5K - $14.7K
|
21.9K
$594K
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
463+ 2.05% |
$11K - $12K
|
23K
$625K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
300+ 0.97% |
$7.15K - $7.76K
|
31.1K
$844K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
245+ 0.51% |
$5.84K - $6.34K
|
48.2K
$1.31M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
226+ 19.01% |
$5.38K - $5.85K
|
1.42K
$38.4K
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
219+ 1.36% |
$5.22K - $5.67K
|
16.3K
$443K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
151+ 308.16% |
$3.6K - $3.91K
|
200
$5.43K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
123+ 0.44% |
$2.93K - $3.18K
|
28.1K
$763K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
115+ 0.98% |
$2.74K - $2.98K
|
11.8K
$321K
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
100+ 1.12% |
$2.38K - $2.59K
|
9.07K
$246K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
70+ 9.51% |
$1.67K - $1.81K
|
806
$21.9K
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
16New |
$381 - $414
|
16
$434
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.21% |
$95.3 - $104
|
1.89K
$51.4K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4- 0.04% |
$95.3 - $104
|
9K
$244K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-26- 92.86% |
$619 - $673
|
2
$54.3
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-117- 1.14% |
$2.79K - $3.03K
|
10.1K
$274K
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-138- 2.96% |
$3.29K - $3.57K
|
4.52K
$123K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-185- 1.47% |
$4.41K - $4.79K
|
12.4K
$337K
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-210- 1.49% |
$5K - $5.43K
|
13.9K
$377K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-228- 2.21% |
$5.43K - $5.9K
|
10.1K
$273K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-497- 1.34% |
$11.8K - $12.9K
|
36.7K
$995K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-573- 77.75% |
$13.6K - $14.8K
|
164
$4.45K
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-669- 2.37% |
$15.9K - $17.3K
|
27.6K
$749K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-783- 8.17% |
$18.7K - $20.3K
|
8.8K
$239K
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-800- 4.42% |
$19.1K - $20.7K
|
17.3K
$469K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.59K- 90.21% |
$38K - $41.3K
|
173
$4.69K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.6K- 23.6% |
$38K - $41.3K
|
5.17K
$140K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.1K- 16.99% |
$73.7K - $80.1K
|
15.1K
$410K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.33K- 5.95% |
$151K - $164K
|
100K
$2.71M
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-6.78K- 5.81% |
$162K - $176K
|
110K
$2.98M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.6K- 41.81% |
$396K - $431K
|
23.2K
$628K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-19.9K- 24.73% |
$473K - $514K
|
60.5K
$1.64M
|