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 |
|---|---|---|---|---|---|---|---|
|
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
$302K
|
|
|
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
$6.05K
|
|
|
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
$20.8K
|
|
|
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
$110K
|
|
|
Aug 14, 2020
Q2 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-10.8KClosed |
$186K - $253K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.12KClosed |
$19.2K - $26.2K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-15.2KClosed |
$260K - $355K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Mainstay Capital Management LLC
|
SELL
|
- |
-80.8KClosed |
$1.38M - $1.89M
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-31.9KClosed |
$546K - $745K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-13.6KClosed |
$232K - $317K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-20KClosed |
$342K - $467K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 26, 2020
Q1 2020
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.31KClosed |
$20.3K - $36.4K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-17KClosed |
$264K - $472K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-10.3KClosed |
$160K - $286K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.54KClosed |
$39.5K - $70.7K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.5KClosed |
$163K - $292K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-9.01KClosed |
$140K - $251K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-11KClosed |
$171K - $306K
|
0
$0
|
|
|
Apr 01, 2020
Q1 2020
|
Fulcrum Equity Management
|
SELL
|
- |
-43.3KClosed |
$673K - $1.2M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 07, 2020
Q4 2019
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-450Closed |
$11.3K - $12.2K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-800Closed |
$20.2K - $21.7K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-8.79KClosed |
$222K - $239K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-494Closed |
$12.3K - $13.2K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.03KClosed |
$25.6K - $27.5K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-13.8KClosed |
$342K - $367K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-140Closed |
$3.48K - $3.73K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.2KClosed |
$270K - $289K
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-800Closed |
$19.3K - $20.7K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Townsend & Associates, Inc
|
SELL
|
- |
-13.9KClosed |
$335K - $360K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 09, 2019
Q1 2019
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.32KClosed |
$27.9K - $33K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-11KClosed |
$230K - $268K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-117KClosed |
$2.43M - $2.84M
|
0
$0
|
|
|
Jan 16, 2019
Q4 2018
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-4.16KClosed |
$86.4K - $101K
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Kessler Investment Group, LLC
|
SELL
|
- |
-150Closed |
$3.12K - $3.64K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Sep 07, 2021
Q3 2018
|
Geneos Wealth Management Inc.
|
BUY
|
- |
400New |
$9.16K - $9.72K
|
400
$10.9K
|
|
|
Nov 14, 2018
Q3 2018
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-236Closed |
$5.41K - $5.73K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
F3 Logic, LLC
|
SELL
|
- |
-34KClosed |
$779K - $826K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-3.39KClosed |
$77.6K - $82.2K
|
0
$0
|
|