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 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
147KNew |
$3.74M - $4.4M
|
147K
$4.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.16K+ 17.4% |
$55K - $64.8K
|
14.6K
$420K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
12.5KNew |
$319K - $375K
|
12.5K
$361K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.29K+ 81.04% |
$186K - $219K
|
16.3K
$469K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-986- 8.33% |
$25.1K - $29.6K
|
10.8K
$313K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
344K+ 2276.75% |
$8.77M - $10.3M
|
360K
$10.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.28K- 3.9% |
$109K - $128K
|
106K
$3.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-3.59K- 32.72% |
$91.4K - $108K
|
7.38K
$213K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.36K+ 5.89% |
$34.5K - $40.7K
|
24.4K
$702K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.35KNew |
$187K - $220K
|
7.35K
$212K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
78.1K+ 2864.01% |
$1.99M - $2.34M
|
80.8K
$2.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.12K+ 3.62% |
$28.5K - $33.6K
|
32.1K
$924K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
928+ 10.55% |
$23.6K - $27.8K
|
9.73K
$280K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
45.8KNew |
$1.17M - $1.37M
|
45.8K
$1.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
364+ 7.21% |
$9.27K - $10.9K
|
5.41K
$156K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.25% |
$637 - $750
|
10.1K
$292K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.14% |
$50.9 - $60
|
1.41K
$40.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
29+ 0.71% |
$739 - $869
|
4.12K
$119K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-666- 7.35% |
$17K - $20K
|
8.4K
$242K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
59.7K+ 7.92% |
$1.42M - $1.55M
|
814K
$23.5M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
42.8K+ 132.23% |
$1.02M - $1.11M
|
75.2K
$2.17M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
226+ 19.01% |
$5.38K - $5.85K
|
1.42K
$40.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.6K+ 157.19% |
$800K - $869K
|
54.9K
$1.58M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
151+ 308.16% |
$3.6K - $3.91K
|
200
$5.76K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.6K- 23.6% |
$38K - $41.3K
|
5.17K
$149K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
567+ 2.66% |
$13.5K - $14.7K
|
21.9K
$632K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
300+ 0.97% |
$7.15K - $7.76K
|
31.1K
$897K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-228- 2.21% |
$5.43K - $5.9K
|
10.1K
$290K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
569+ 5.75% |
$13.6K - $14.7K
|
10.5K
$302K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-497- 1.34% |
$11.8K - $12.9K
|
36.7K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.21% |
$95.3 - $104
|
1.89K
$54.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.6K- 41.81% |
$396K - $431K
|
23.2K
$667K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-19.9K- 24.73% |
$473K - $514K
|
60.5K
$1.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.33K- 5.95% |
$151K - $164K
|
100K
$2.88M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
123+ 0.44% |
$2.93K - $3.18K
|
28.1K
$811K
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-210- 1.49% |
$5K - $5.43K
|
13.9K
$400K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
219+ 1.36% |
$5.22K - $5.67K
|
16.3K
$471K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.62K+ 179.37% |
$62.3K - $67.7K
|
4.08K
$117K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-96.7K- 40.06% |
$2.3M - $2.5M
|
145K
$4.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.87K+ 1.9% |
$44.5K - $48.3K
|
100K
$2.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
46.8K+ 173.38% |
$1.12M - $1.21M
|
73.8K
$2.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.27K+ 5.27% |
$30.3K - $32.9K
|
25.4K
$733K
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.87K+ 28.64% |
$92.1K - $100K
|
17.4K
$500K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.59K- 90.21% |
$38K - $41.3K
|
173
$4.99K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
245+ 0.51% |
$5.84K - $6.34K
|
48.2K
$1.39M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.1K+ 2.06% |
$336K - $365K
|
699K
$20.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-26- 92.86% |
$619 - $673
|
2
$57.6
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-800- 4.42% |
$19.1K - $20.7K
|
17.3K
$499K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
70+ 9.51% |
$1.67K - $1.81K
|
806
$23.2K
|
|