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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
1K+ 0.2% |
$24K - $27.8K
|
489K
$13.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-25- 49.02% |
$600 - $694
|
26
$721
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4.95KNew |
$119K - $137K
|
4.95K
$137K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-14- 1.15% |
$336 - $389
|
1.2K
$33.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-854- 20.08% |
$20.5K - $23.7K
|
3.4K
$94.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.8KNew |
$43.2K - $50K
|
1.8K
$49.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1- 50.0% |
$24 - $27.8
|
1
$27.7
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
192K+ 2423.75% |
$4.61M - $5.33M
|
200K
$5.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.02K- 38.31% |
$120K - $139K
|
8.08K
$224K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
26New |
$624 - $722
|
26
$721
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
99+ 1.18% |
$2.38K - $2.75K
|
8.5K
$236K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
47New |
$1.13K - $1.3K
|
47
$1.3K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1KNew |
$26.3K - $28.7K
|
1K
$27.7K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.55KNew |
$225K - $246K
|
8.55K
$237K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-12.7K- 48.01% |
$335K - $366K
|
13.8K
$382K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.1K- 12.97% |
$29K - $31.6K
|
7.39K
$205K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.32K- 8.03% |
$34.7K - $37.8K
|
15.1K
$418K
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-131K- 90.43% |
$3.46M - $3.78M
|
13.9K
$386K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.81K- 19.72% |
$47.6K - $51.9K
|
7.35K
$204K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-108K- 96.36% |
$2.84M - $3.1M
|
4.07K
$113K
|
|
| Q4 2024 | |||||||
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
SELL
|
- |
-460- 15.28% |
$12.3K - $13.9K
|
2.55K
$70.7K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
24New |
$642 - $725
|
24
$666
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.44K+ 15.46% |
$38.5K - $43.5K
|
10.8K
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
37.5KNew |
$1M - $1.13M
|
37.5K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
10.5KNew |
$280K - $316K
|
10.5K
$290K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
200New |
$5.35K - $6.04K
|
200
$5.55K
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
4.93K+ 38.16% |
$132K - $149K
|
17.8K
$495K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
55.4KNew |
$1.48M - $1.67M
|
55.4K
$1.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.03K+ 1.04% |
$27.5K - $31.1K
|
99.7K
$2.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
51.2KNew |
$1.37M - $1.55M
|
51.2K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
150New |
$4.01K - $4.53K
|
150
$4.16K
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
39.5KNew |
$1.06M - $1.19M
|
39.5K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
15New |
$401 - $453
|
15
$416
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.3KNew |
$517K - $609K
|
20.3K
$563K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
47.6KNew |
$1.21M - $1.43M
|
47.6K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
13.5KNew |
$344K - $405K
|
13.5K
$374K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
323+ 161.5% |
$8.23K - $9.68K
|
523
$14.5K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
78.1K+ 2864.01% |
$1.99M - $2.34M
|
80.8K
$2.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
928+ 10.55% |
$23.6K - $27.8K
|
9.73K
$270K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
45.8KNew |
$1.17M - $1.37M
|
45.8K
$1.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
364+ 7.21% |
$9.27K - $10.9K
|
5.41K
$150K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.27K+ 5.27% |
$30.3K - $32.9K
|
25.4K
$705K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.59K- 90.21% |
$38K - $41.3K
|
173
$4.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-26- 92.86% |
$619 - $673
|
2
$55.5
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
16New |
$381 - $414
|
16
$444
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-138- 2.96% |
$3.29K - $3.57K
|
4.52K
$125K
|
|
| Q1 2024 | |||||||
|
Aug 13, 2025
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
14.8KNew |
$368K - $393K
|
14.8K
$412K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.49K+ 47.74% |
$161K - $172K
|
20.1K
$557K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.3KNew |
$32.2K - $34.5K
|
1.3K
$36K
|
|