Latest Institutional Transactions on First Tr S&P Reit Index Fd (FRI)
This table provides information on the latest institutional transactions involving First Tr S&P Reit Index Fd (FRI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
632+ 44.73% |
$16.6K - $18.2K
|
2.05K
$53.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.81K- 19.72% |
$47.6K - $51.9K
|
7.35K
$194K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.09KNew |
$55K - $60K
|
2.09K
$55K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
29KNew |
$763K - $832K
|
29K
$763K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-108K- 96.36% |
$2.84M - $3.1M
|
4.07K
$107K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.12K+ 102925.0% |
$108K - $118K
|
4.12K
$109K
|
|
| Q4 2024 | |||||||
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
22+ 0.74% |
$588 - $664
|
3.01K
$79.4K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
8.49KNew |
$227K - $256K
|
8.49K
$224K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
24New |
$642 - $725
|
24
$632
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-116- 8.72% |
$3.1K - $3.5K
|
1.22K
$32K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-161K- 44.85% |
$4.31M - $4.87M
|
198K
$5.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-40.3K- 67.29% |
$1.08M - $1.22M
|
19.6K
$516K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
346+ 1.39% |
$9.25K - $10.4K
|
25.1K
$662K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
706+ 5.19% |
$18.9K - $21.3K
|
14.3K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-126K- 37.38% |
$3.36M - $3.8M
|
211K
$5.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.44K+ 15.46% |
$38.5K - $43.5K
|
10.8K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-56- 4.89% |
$1.5K - $1.69K
|
1.09K
$28.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
37.5KNew |
$1M - $1.13M
|
37.5K
$988K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
58.4KNew |
$1.56M - $1.76M
|
58.4K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
31+ 1.64% |
$829 - $936
|
1.93K
$50.7K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
10.5KNew |
$280K - $316K
|
10.5K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.3K+ 1.76% |
$381K - $430K
|
826K
$21.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-860- 3.93% |
$23K - $26K
|
21K
$554K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.2K+ 64.25% |
$620K - $700K
|
59.3K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.28K- 15.21% |
$114K - $129K
|
23.8K
$628K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
87New |
$2.33K - $2.63K
|
87
$2.29K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
124+ 0.76% |
$3.32K - $3.74K
|
16.3K
$430K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
792+ 1.05% |
$21.2K - $23.9K
|
75.9K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
419+ 2.38% |
$11.2K - $12.6K
|
18K
$475K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-408- 11.43% |
$10.9K - $12.3K
|
3.16K
$83.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
45+ 0.44% |
$1.2K - $1.36K
|
10.2K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.59K- 1.64% |
$42.4K - $47.9K
|
95K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
162K+ 39.4% |
$4.33M - $4.89M
|
573K
$15.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
23.4K+ 6146.58% |
$625K - $705K
|
23.7K
$625K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.52K+ 3.18% |
$40.7K - $45.9K
|
49.4K
$1.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.8K+ 9.76% |
$342K - $386K
|
144K
$3.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
26.5KNew |
$709K - $800K
|
26.5K
$698K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
200New |
$5.35K - $6.04K
|
200
$5.27K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-586K- 42.71% |
$15.7M - $17.7M
|
786K
$20.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
990+ 6.79% |
$26.5K - $29.9K
|
15.6K
$410K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.07K+ 3.34% |
$28.7K - $32.4K
|
33.1K
$872K
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
4.93K+ 38.16% |
$132K - $149K
|
17.8K
$470K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.01K+ 99.49% |
$214K - $242K
|
16.1K
$423K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-71- 15.43% |
$1.9K - $2.14K
|
389
$10.2K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.45K- 29.99% |
$226K - $255K
|
19.7K
$519K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
16.4KNew |
$438K - $495K
|
16.4K
$431K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
55.4KNew |
$1.48M - $1.67M
|
55.4K
$1.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-332- 1.42% |
$8.88K - $10K
|
23.1K
$608K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
76.1KNew |
$2.03M - $2.3M
|
76.1K
$2M
|
|