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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.58K+ 13.93% |
$104K - $132K
|
37.5K
$1.08M
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
28.5KNew |
$648K - $823K
|
28.5K
$821K
|
|
| Q2 2022 | |||||||
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-23.7K- 49.16% |
$586K - $765K
|
24.5K
$707K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.6KClosed |
$312K - $407K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-105KClosed |
$2.58M - $3.37M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
7.38K+ 13.07% |
$182K - $238K
|
63.9K
$1.84M
|
|
|
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
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-6.96KClosed |
$172K - $225K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.71KClosed |
$166K - $216K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
85New |
$2.1K - $2.74K
|
85
$2.45K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.68KNew |
$90.9K - $119K
|
3.68K
$106K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
54New |
$1.33K - $1.74K
|
54
$1.56K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
13.8KNew |
$342K - $446K
|
13.8K
$399K
|
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-10.8KClosed |
$267K - $348K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-121KClosed |
$2.98M - $3.89M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.53K+ 70.03% |
$137K - $178K
|
13.4K
$387K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.8KClosed |
$44.5K - $58.1K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
7.94KNew |
$196K - $256K
|
7.94K
$229K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
274New |
$6.77K - $8.84K
|
274
$7.9K
|
|
|
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
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-100KClosed |
$2.87M - $3.26M
|
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
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-448KClosed |
$12.8M - $14.6M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
62.7KNew |
$1.8M - $2.04M
|
62.7K
$1.81M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
9.75KNew |
$279K - $317K
|
9.75K
$281K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2.03KNew |
$58.2K - $66.1K
|
2.03K
$58.6K
|
|
|
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
|
|
|
Jan 21, 2022
Q4 2021
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-153KClosed |
$4.36M - $4.99M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
11.1KNew |
$313K - $339K
|
11.1K
$320K
|
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-13.3KClosed |
$375K - $405K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-458Closed |
$11.7K - $13.4K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-600Closed |
$15.4K - $17.5K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-265Closed |
$6.79K - $7.73K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Sep 21, 2023
Q1 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
223New |
$4.97K - $5.73K
|
223
$6.43K
|
|
|
May 14, 2021
Q1 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-10.1KClosed |
$225K - $259K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-18.1KClosed |
$403K - $465K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-63Closed |
$1.28K - $1.49K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-4.6KClosed |
$93.7K - $108K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-100Closed |
$2.04K - $2.36K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.5KClosed |
$214K - $235K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Hexagon Capital Partners LLC
|
BUY
|
- |
766New |
$15.6K - $17.1K
|
766
$22.1K
|
|
|
Oct 09, 2020
Q3 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-20.1KClosed |
$409K - $449K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-350- 7.94% |
$6K - $8.19K
|
4.06K
$117K
|
|