Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
45.6K+ 85.22% |
$1.21M - $1.3M
|
99.2K
$2.78M
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
22.5K+ 7.04% |
$599K - $640K
|
343K
$9.61M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
4.61K+ 83.08% |
$123K - $131K
|
10.2K
$285K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
345+ 210.37% |
$9.17K - $9.79K
|
509
$14.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
211+ 2.09% |
$5.61K - $5.99K
|
10.3K
$290K
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
114+ 0.59% |
$3.03K - $3.24K
|
19.3K
$543K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
7+ 0.34% |
$186 - $199
|
2.05K
$57.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-250- 29.98% |
$6.65K - $7.1K
|
584
$16.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.18K- 18.09% |
$58.1K - $62K
|
9.89K
$277K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-5.69K- 27.11% |
$151K - $161K
|
15.3K
$429K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13.9K- 45.76% |
$370K - $395K
|
16.5K
$463K
|