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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
193New |
$5.13K - $5.48K
|
193
$5.35K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
429+ 3.01% |
$11.4K - $12.2K
|
14.7K
$407K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.26K- 10.13% |
$60.1K - $64.2K
|
20.1K
$556K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.43K+ 5.25% |
$38K - $40.6K
|
28.7K
$795K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.9KNew |
$1.35M - $1.45M
|
50.9K
$1.41M
|
|
|
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 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.71KNew |
$258K - $276K
|
9.71K
$269K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
273New |
$7.26K - $7.75K
|
273
$7.57K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-127- 1.4% |
$3.38K - $3.6K
|
8.95K
$248K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.7K+ 3.14% |
$629K - $672K
|
777K
$21.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5.1KNew |
$136K - $145K
|
5.1K
$141K
|
|
|
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
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-398- 17.18% |
$10.6K - $11.3K
|
1.92K
$53.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-83.4K- 75.46% |
$2.22M - $2.37M
|
27.1K
$752K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.5KNew |
$358K - $383K
|
13.5K
$374K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.62% |
$319 - $341
|
1.96K
$54.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.8K+ 7.22% |
$926K - $989K
|
517K
$14.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.29K+ 31.68% |
$141K - $150K
|
22K
$610K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-883- 0.71% |
$23.5K - $25.1K
|
124K
$3.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.7K+ 9.45% |
$285K - $304K
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-44.2K- 4.65% |
$1.17M - $1.25M
|
906K
$25.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-81.5K- 85.79% |
$2.17M - $2.31M
|
13.5K
$375K
|
|
|
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 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.33% |
$26.6 - $28.4
|
306
$8.49K
|
|
|
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 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
9.6KNew |
$255K - $272K
|
9.6K
$266K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
173+ 11.08% |
$4.6K - $4.91K
|
1.74K
$48.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.32K+ 5.91% |
$61.8K - $66K
|
41.6K
$1.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.75K+ 31.01% |
$73.1K - $78.1K
|
11.6K
$322K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.01K+ 1.19% |
$26.7K - $28.6K
|
85.3K
$2.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 0.29% |
$160 - $170
|
2.1K
$58.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2K- 2.33% |
$53.2K - $56.8K
|
83.8K
$2.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
45.6K+ 85.22% |
$1.21M - $1.3M
|
99.2K
$2.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
4.61K+ 83.08% |
$123K - $131K
|
10.2K
$282K
|
|
|
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
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
114+ 0.59% |
$3.03K - $3.24K
|
19.3K
$536K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.18K- 18.09% |
$58.1K - $62K
|
9.89K
$274K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
7+ 0.34% |
$186 - $199
|
2.05K
$56.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-250- 29.98% |
$6.65K - $7.1K
|
584
$16.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13.9K- 45.76% |
$370K - $395K
|
16.5K
$457K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
345+ 210.37% |
$9.17K - $9.79K
|
509
$14.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
211+ 2.09% |
$5.61K - $5.99K
|
10.3K
$286K
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
22.5K+ 7.04% |
$599K - $640K
|
343K
$9.5M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.15K- 15.63% |
$172K - $198K
|
38.6K
$1.07M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.93KNew |
$46.3K - $53.6K
|
1.93K
$53.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.42K+ 32.07% |
$58.1K - $67.1K
|
9.96K
$276K
|
|