Patriot Financial Group Insurance Agency, LLC First Tr S&P Reit Index Fd Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 29, 2022	BUY	$24.7 - $32.25 $1,333 - $1,741	54 New	54 $1,000

Others Institutions Holding FRI

# of Institutions

Shares Held

3.57M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

814K
Shares

$23.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

699K
Shares

$20.2 Million
0.01% of portfolio
Cambridge Investment Research Advisors, Inc.

360K
Shares

$10.4 Million
0.04% of portfolio
Aft, Forsyth & Sober, LLC

159K
Shares

$4.6 Million
1.42% of portfolio
Crumly & Associates Inc.

147K
Shares

$4.23 Million
1.37% of portfolio

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