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 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-587- 6.34% |
$13.6K - $14.6K
|
8.67K
$235K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
515New |
$11.7K - $14K
|
515
$14K
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-589- 2.01% |
$13.3K - $16K
|
28.7K
$780K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.64KNew |
$58.5K - $67.4K
|
2.64K
$71.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-9.88K- 66.86% |
$219K - $252K
|
4.9K
$133K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13.8K- 23.49% |
$306K - $352K
|
44.9K
$1.22M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-325- 98.19% |
$7.2K - $8.3K
|
6
$163
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
13.6KNew |
$300K - $346K
|
13.6K
$368K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
666New |
$14.8K - $17K
|
666
$18.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-510- 64.97% |
$11.3K - $13K
|
275
$7.46K
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-50- 0.23% |
$1.14K - $1.45K
|
22.1K
$599K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.2KNew |
$27.3K - $34.7K
|
1.2K
$32.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-202- 1.98% |
$4.59K - $5.84K
|
10K
$272K
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-688- 2.66% |
$15.6K - $19.9K
|
25.2K
$684K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-540- 3.72% |
$12.3K - $15.6K
|
14K
$380K
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.46% |
$22.7 - $28.9
|
218
$5.92K
|
|
|
Oct 20, 2022
Q3 2022
|
James Hambro & Partners
|
BUY
|
- |
10KNew |
$228K - $290K
|
10K
$272K
|
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.58K+ 13.93% |
$104K - $132K
|
37.5K
$1.02M
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
28.5KNew |
$648K - $823K
|
28.5K
$773K
|
|
| Q2 2022 | |||||||
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-23.7K- 49.16% |
$586K - $765K
|
24.5K
$666K
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-105KClosed |
$2.58M - $3.37M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.6KClosed |
$312K - $407K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.79KClosed |
$192K - $251K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-7KClosed |
$173K - $226K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.71KClosed |
$166K - $216K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-6.96KClosed |
$172K - $225K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.68KNew |
$90.9K - $119K
|
3.68K
$99.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
85New |
$2.1K - $2.74K
|
85
$2.31K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
54New |
$1.33K - $1.74K
|
54
$1.47K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
13.8KNew |
$342K - $446K
|
13.8K
$375K
|
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-10.8KClosed |
$267K - $348K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.53K+ 70.03% |
$137K - $178K
|
13.4K
$364K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-121KClosed |
$2.98M - $3.89M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
7.94KNew |
$196K - $256K
|
7.94K
$215K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.8KClosed |
$44.5K - $58.1K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
274New |
$6.77K - $8.84K
|
274
$7.44K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-200Closed |
$4.94K - $6.45K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-760Closed |
$21.8K - $24.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-272Closed |
$7.8K - $8.85K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-100KClosed |
$2.87M - $3.26M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
62.7KNew |
$1.8M - $2.04M
|
62.7K
$1.7M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-448KClosed |
$12.8M - $14.6M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
9.75KNew |
$279K - $317K
|
9.75K
$265K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2.03KNew |
$58.2K - $66.1K
|
2.03K
$55.1K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-24.6KClosed |
$706K - $801K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
SELL
|
- |
-133Closed |
$3.79K - $4.34K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.16KClosed |
$33K - $37.7K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-606Closed |
$17.3K - $19.8K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-89.9KClosed |
$2.56M - $2.93M
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-8.69KClosed |
$248K - $283K
|
0
$0
|
|