Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
94.9K+ 21.11% |
$2.1M - $2.42M
|
544K
$14.9M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
39.9K+ 35.6% |
$883K - $1.02M
|
152K
$4.15M
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.2K+ 53.57% |
$514K - $593K
|
66.5K
$1.82M
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16.6KNew |
$367K - $423K
|
16.6K
$453K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.7K+ 15.74% |
$348K - $401K
|
116K
$3.16M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.1K+ 86.25% |
$333K - $384K
|
32.5K
$890K
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
14.5K+ 65.0% |
$322K - $371K
|
36.9K
$1.01M
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
13.6KNew |
$300K - $346K
|
13.6K
$371K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.9K+ 23.43% |
$241K - $277K
|
57.2K
$1.57M
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.03K+ 38.09% |
$200K - $231K
|
32.7K
$896K
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.03K+ 38.09% |
$200K - $231K
|
32.7K
$896K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.9K+ 49.85% |
$197K - $227K
|
26.7K
$732K
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.27K+ 4.03% |
$94.5K - $109K
|
110K
$3.01M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
4.24K+ 2.72% |
$93.9K - $108K
|
160K
$4.37M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.82K+ 32.47% |
$84.6K - $97.6K
|
15.6K
$427K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.64KNew |
$58.5K - $67.4K
|
2.64K
$72.3K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
2.23KNew |
$49.5K - $57K
|
2.23K
$61.1K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.86KNew |
$41.3K - $47.6K
|
1.86K
$51K
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.23K+ 10.05% |
$27.3K - $31.5K
|
13.5K
$370K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.12K+ 7.5% |
$24.7K - $28.5K
|
16K
$438K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
854+ 17.33% |
$18.9K - $21.8K
|
5.78K
$158K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
666New |
$14.8K - $17K
|
666
$18.2K
|
|
Feb 06, 2023
Q4 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
589+ 2.05% |
$13K - $15K
|
29.3K
$803K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
195New |
$4.32K - $4.98K
|
195
$5.34K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5+ 0.47% |
$111 - $128
|
1.06K
$29K
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-196- 1.36% |
$4.34K - $5K
|
14.2K
$389K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-325- 98.19% |
$7.2K - $8.3K
|
6
$164
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-334- 2.51% |
$7.4K - $8.53K
|
13K
$355K
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-407- 3.06% |
$9.02K - $10.4K
|
12.9K
$353K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-440- 1.77% |
$9.75K - $11.2K
|
24.4K
$668K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-510- 64.97% |
$11.3K - $13K
|
275
$7.53K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-636- 79.5% |
$14.1K - $16.2K
|
164
$4.49K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.59KClosed |
$57.5K - $66.2K
|
0
$0
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.8K- 7.71% |
$62K - $71.5K
|
33.5K
$918K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.41K- 10.74% |
$97.6K - $112K
|
36.6K
$1M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.51K- 29.57% |
$99.8K - $115K
|
10.7K
$294K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.05K- 12.13% |
$156K - $180K
|
51K
$1.4M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.33K- 5.15% |
$207K - $238K
|
172K
$4.7M
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-9.88K- 66.86% |
$219K - $252K
|
4.9K
$134K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.7K- 57.07% |
$259K - $299K
|
8.81K
$241K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-12.5K- 55.56% |
$276K - $318K
|
9.97K
$273K
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12.8K- 22.12% |
$285K - $328K
|
45.2K
$1.24M
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13.8K- 23.49% |
$306K - $352K
|
44.9K
$1.23M
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-13.9K- 59.0% |
$308K - $355K
|
9.67K
$265K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.4K- 10.61% |
$319K - $368K
|
121K
$3.32M
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-14.5K- 29.63% |
$322K - $371K
|
34.5K
$945K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.8K- 28.34% |
$350K - $403K
|
39.9K
$1.09M
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-17.3K- 54.21% |
$383K - $441K
|
14.6K
$399K
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-24.1K- 30.63% |
$535K - $616K
|
54.7K
$1.5M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-25.6K- 41.42% |
$567K - $653K
|
36.2K
$990K
|