Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
290KNew |
$7.77M - $8.77M
|
290K
$8.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
51.2KNew |
$1.37M - $1.55M
|
51.2K
$1.43M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
39.5KNew |
$1.06M - $1.19M
|
39.5K
$1.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
19.7K+ 157.52% |
$528K - $596K
|
32.3K
$901K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.29K+ 17.56% |
$34.5K - $38.9K
|
8.64K
$241K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
754+ 6.95% |
$20.2K - $22.8K
|
11.6K
$324K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
150New |
$4.01K - $4.53K
|
150
$4.19K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
118+ 1.16% |
$3.16K - $3.56K
|
10.3K
$287K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
15New |
$401 - $453
|
15
$419
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-370- 0.35% |
$9.89K - $11.2K
|
105K
$2.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-485- 4.57% |
$13K - $14.6K
|
10.1K
$283K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.02K- 4.77% |
$27.2K - $30.8K
|
20.3K
$568K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.6K- 1.09% |
$42.9K - $48.4K
|
145K
$4.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.12K- 99.9% |
$110K - $124K
|
4
$112
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.13K- 43.78% |
$191K - $215K
|
9.16K
$256K
|