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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.9KNew |
$1.35M - $1.45M
|
50.9K
$1.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
45.6K+ 85.22% |
$1.21M - $1.3M
|
99.2K
$2.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.8K+ 7.22% |
$926K - $989K
|
517K
$14.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.7K+ 3.14% |
$629K - $672K
|
777K
$21.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
22.5K+ 7.04% |
$599K - $640K
|
343K
$9.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.5KNew |
$358K - $383K
|
13.5K
$374K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.7K+ 9.45% |
$285K - $304K
|
124K
$3.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.71KNew |
$258K - $276K
|
9.71K
$269K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
9.6KNew |
$255K - $272K
|
9.6K
$266K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
7.72KNew |
$205K - $219K
|
7.72K
$214K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.17KNew |
$191K - $204K
|
7.17K
$199K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.29K+ 31.68% |
$141K - $150K
|
22K
$610K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5.1KNew |
$136K - $145K
|
5.1K
$141K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
4.61K+ 83.08% |
$123K - $131K
|
10.2K
$282K
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
3.01KNew |
$80K - $85.4K
|
3.01K
$83.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.75K+ 31.01% |
$73.1K - $78.1K
|
11.6K
$322K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.44K+ 6.32% |
$64.8K - $69.2K
|
41K
$1.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.32K+ 5.91% |
$61.8K - $66K
|
41.6K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.43K+ 5.25% |
$38K - $40.6K
|
28.7K
$795K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.01K+ 1.19% |
$26.7K - $28.6K
|
85.3K
$2.37M
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
429+ 3.01% |
$11.4K - $12.2K
|
14.7K
$407K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
345+ 210.37% |
$9.17K - $9.79K
|
509
$14.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
282+ 7.26% |
$7.5K - $8K
|
4.17K
$116K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
273New |
$7.26K - $7.75K
|
273
$7.57K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
211+ 2.09% |
$5.61K - $5.99K
|
10.3K
$286K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
193New |
$5.13K - $5.48K
|
193
$5.35K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
173+ 11.08% |
$4.6K - $4.91K
|
1.74K
$48.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
114+ 0.59% |
$3.03K - $3.24K
|
19.3K
$536K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
45+ 0.23% |
$1.2K - $1.28K
|
19.8K
$549K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
35+ 0.41% |
$931 - $993
|
8.58K
$238K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.62% |
$319 - $341
|
1.96K
$54.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
7+ 0.34% |
$186 - $199
|
2.05K
$56.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 0.29% |
$160 - $170
|
2.1K
$58.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.33% |
$26.6 - $28.4
|
306
$8.49K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-127- 1.4% |
$3.38K - $3.6K
|
8.95K
$248K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-250- 29.98% |
$6.65K - $7.1K
|
584
$16.2K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-398- 17.18% |
$10.6K - $11.3K
|
1.92K
$53.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-883- 0.71% |
$23.5K - $25.1K
|
124K
$3.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.17K- 6.84% |
$31.1K - $33.2K
|
15.9K
$442K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.33K- 11.94% |
$35.4K - $37.7K
|
9.81K
$272K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2K- 2.33% |
$53.2K - $56.8K
|
83.8K
$2.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.18K- 18.09% |
$58.1K - $62K
|
9.89K
$274K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.26K- 10.13% |
$60.1K - $64.2K
|
20.1K
$556K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-5.69K- 27.11% |
$151K - $161K
|
15.3K
$424K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13.9K- 45.76% |
$370K - $395K
|
16.5K
$457K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-44.2K- 4.65% |
$1.17M - $1.25M
|
906K
$25.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-52.5K- 36.25% |
$1.4M - $1.49M
|
92.4K
$2.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-81.5K- 85.79% |
$2.17M - $2.31M
|
13.5K
$375K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-83.4K- 75.46% |
$2.22M - $2.37M
|
27.1K
$752K
|
|