Purchases and Sales Made in Q3 2021 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 Q3 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
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
739K
New
$20.8M - $22.5M
739K $20M
Nov 15, 2021 Q3 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
667K
+ 371.82%
$18.8M - $20.3M
846K $23M
Nov 05, 2021 Q3 2021
Truist Financial Corp

BUY
 -
223K
New
$6.28M - $6.79M
223K $6.05M
Nov 15, 2021 Q3 2021
Ubs Group Ag

BUY
 -
121K
+ 477.57%
$3.42M - $3.7M
147K $3.98M
Nov 12, 2021 Q3 2021
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
116K
New
$3.26M - $3.52M
116K $3.14M
Oct 28, 2021 Q3 2021
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
89.9K
New
$2.53M - $2.74M
89.9K $2.44M
Nov 15, 2021 Q3 2021
Royal Bank Of Canada

Toronto, A6
BUY
 -
77.8K
+ 71.48%
$2.19M - $2.37M
187K $5.06M
Nov 02, 2021 Q3 2021
Cambridge Investment Research Advisors, Inc.

BUY
 -
70.7K
+ 768.78%
$1.99M - $2.16M
79.9K $2.17M
Nov 15, 2021 Q3 2021
Stifel Financial Corp

St. Louis, MO
BUY
 -
67.5K
+ 219.24%
$1.9M - $2.06M
98.2K $2.66M
Oct 29, 2021 Q3 2021
Harvest Investment Services, LLC

BUY
 -
61.6K
+ 479.88%
$1.73M - $1.88M
74.4K $2.02M
Nov 15, 2021 Q3 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
34.3K
New
$965K - $1.04M
34.3K $929K
Nov 02, 2021 Q3 2021
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
33.9K
+ 201.21%
$954K - $1.03M
50.7K $1.37M
Oct 25, 2021 Q3 2021
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
31.8K
+ 6.73%
$897K - $970K
505K $13.7M
Nov 15, 2021 Q3 2021
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
24.9K
+ 122.71%
$702K - $760K
45.2K $1.23M
Nov 15, 2021 Q3 2021
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
22.7K
New
$640K - $693K
22.7K $617K
Oct 19, 2021 Q3 2021
Kestra Advisory Services, LLC

BUY
 -
22K
New
$619K - $670K
22K $596K
Nov 12, 2021 Q3 2021
Aft, Forsyth & Sober, LLC

BUY
 -
20K
+ 100.0%
$564K - $610K
40K $1.09M
Oct 07, 2021 Q3 2021
Envestnet Asset Management Inc

BUY
 -
19K
+ 54.74%
$535K - $579K
53.7K $1.46M
Oct 08, 2021 Q3 2021
Sterling Manor Financial, LLC

BUY
 -
18.1K
+ 13.45%
$511K - $553K
153K $4.15M
Nov 10, 2021 Q3 2021
Creative Planning

Overland Park, KS
BUY
 -
17.9K
New
$504K - $545K
17.9K $485K
Nov 10, 2021 Q3 2021
Goldman Sachs Group Inc

New York, NY
BUY
 -
13.3K
New
$374K - $405K
13.3K $360K
Nov 12, 2021 Q3 2021
Centaurus Financial, Inc.

BUY
 -
11.8K
New
$333K - $360K
11.8K $320K
Feb 10, 2022 Q3 2021
Cypress Capital, LLC

BUY
 -
11.1K
New
$313K - $339K
11.1K $301K
Nov 16, 2021 Q3 2021
Jane Street Group, LLC

New York, NY
BUY
 -
9.85K
New
$278K - $300K
9.85K $267K
Nov 02, 2021 Q3 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
9.77K
+ 60.53%
$275K - $298K
25.9K $703K
Nov 05, 2021 Q3 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
9.47K
+ 33.53%
$267K - $289K
37.7K $1.02M
Oct 14, 2021 Q3 2021
Financial Enhancement Group LLC

Anderson, IN
BUY
 -
8.69K
New
$245K - $265K
8.69K $236K
Nov 15, 2021 Q3 2021
Wells Fargo & Company

San Francisco, CA
BUY
 -
7.91K
+ 4.35%
$223K - $241K
190K $5.14M
Nov 01, 2021 Q3 2021
Ae Wealth Management LLC

BUY
 -
6.49K
+ 25.13%
$183K - $198K
32.3K $876K
Nov 05, 2021 Q3 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
4.62K
+ 11.24%
$130K - $141K
45.7K $1.24M
Oct 07, 2021 Q3 2021
Rvw Wealth, LLC

BUY
 -
2.87K
+ 17.13%
$81K - $87.6K
19.6K $533K
Nov 12, 2021 Q3 2021
Chicago Partners Investment Group LLC

BUY
 -
2.81K
+ 3.11%
$79.1K - $85.6K
93.2K $2.53M
Nov 02, 2021 Q3 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.29K
+ 9.16%
$36.4K - $39.4K
15.4K $417K
Nov 10, 2021 Q3 2021
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
462
+ 1.97%
$13K - $14.1K
24K $650K
Nov 09, 2021 Q3 2021
Barclays PLC

London, X0
BUY
 -
278
+ 31.63%
$7.83K - $8.48K
1.16K $31.4K
Oct 12, 2021 Q3 2021
Koshinski Asset Management, Inc.

BUY
 -
200
New
$5.64K - $6.1K
200 $5.43K
Oct 19, 2021 Q3 2021
Albion Financial Group

BUY
 -
133
New
$3.75K - $4.06K
133 $3.61K
Oct 25, 2021 Q3 2021
Cerity Partners LLC

New York, NY
BUY
 -
30
+ 0.41%
$845 - $915
7.39K $201K
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
24
+ 2.67%
$676 - $732
922 $25K
Nov 15, 2021 Q3 2021
Beacon Financial Advisory LLC

BUY
 -
15
+ 0.11%
$423 - $457
13.1K $357K
Nov 04, 2021 Q3 2021
Larson Financial Group LLC

BUY
 -
4
+ 20.0%
$113 - $122
24 $651
Nov 15, 2021 Q3 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
2
+ 0.12%
$56.4 - $61
1.62K $44K
Nov 02, 2021 Q3 2021
Sage Private Wealth Group, LLC

BUY
 -
1
+ 0.47%
$28.2 - $30.5
214 $5.81K
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

SELL
 -
0
Closed
$0 - $0
0 $0
Nov 12, 2021 Q3 2021
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-323
- 2.16%
$9.1K - $9.85K
14.7K $398K
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-580
- 30.9%
$16.3K - $17.7K
1.3K $35.2K
Oct 19, 2021 Q3 2021
Arkadios Wealth Advisors

SELL
 -
-737
- 54.88%
$20.8K - $22.5K
606 $16.4K
Nov 12, 2021 Q3 2021
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-1.19K
- 4.46%
$33.5K - $36.2K
25.5K $691K
Nov 01, 2021 Q3 2021
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-1.48K
- 7.97%
$41.8K - $45.2K
17.1K $464K

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