Purchases and Sales Made in Q4 2024 in First Tr S&P Reit Index Fd (FRI)
This table provides information about the institutional ownership of First Tr S&P Reit Index Fd (FRI) during Q4 2024. The information is specifically focused on institutions that hold shares of FIRST TR S&P REIT INDEX FD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
290KNew |
$7.77M - $8.77M
|
290K
$8.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
162K+ 39.4% |
$4.33M - $4.89M
|
573K
$15.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
76.1KNew |
$2.03M - $2.3M
|
76.1K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
58.4KNew |
$1.56M - $1.76M
|
58.4K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
55.4KNew |
$1.48M - $1.67M
|
55.4K
$1.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
51.2KNew |
$1.37M - $1.55M
|
51.2K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
39.5KNew |
$1.06M - $1.19M
|
39.5K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
37.5KNew |
$1M - $1.13M
|
37.5K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
26.5KNew |
$709K - $800K
|
26.5K
$733K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
23.4K+ 6146.58% |
$625K - $705K
|
23.7K
$657K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.2K+ 64.25% |
$620K - $700K
|
59.3K
$1.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
19.7K+ 157.52% |
$528K - $596K
|
32.3K
$892K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
16.4KNew |
$438K - $495K
|
16.4K
$453K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.3K+ 1.76% |
$381K - $430K
|
826K
$22.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.8K+ 9.76% |
$342K - $386K
|
144K
$3.98M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
10.5KNew |
$280K - $316K
|
10.5K
$290K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
8.49KNew |
$227K - $256K
|
8.49K
$235K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.01K+ 99.49% |
$214K - $242K
|
16.1K
$444K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.37K+ 2316.67% |
$197K - $222K
|
7.69K
$213K
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
4.93K+ 38.16% |
$132K - $149K
|
17.8K
$493K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.52K+ 3.18% |
$40.7K - $45.9K
|
49.4K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.44K+ 15.46% |
$38.5K - $43.5K
|
10.8K
$297K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.29K+ 17.56% |
$34.5K - $38.9K
|
8.64K
$239K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.07K+ 3.34% |
$28.7K - $32.4K
|
33.1K
$916K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.03K+ 1.04% |
$27.5K - $31.1K
|
99.7K
$2.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
990+ 6.79% |
$26.5K - $29.9K
|
15.6K
$431K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
792+ 1.05% |
$21.2K - $23.9K
|
75.9K
$2.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
754+ 6.95% |
$20.2K - $22.8K
|
11.6K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
706+ 5.19% |
$18.9K - $21.3K
|
14.3K
$396K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
419+ 2.38% |
$11.2K - $12.6K
|
18K
$499K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
346+ 1.39% |
$9.25K - $10.4K
|
25.1K
$696K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
200New |
$5.35K - $6.04K
|
200
$5.53K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
150New |
$4.01K - $4.53K
|
150
$4.15K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
124+ 0.76% |
$3.32K - $3.74K
|
16.3K
$452K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
118+ 1.16% |
$3.16K - $3.56K
|
10.3K
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
87New |
$2.33K - $2.63K
|
87
$2.41K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
45+ 0.44% |
$1.2K - $1.36K
|
10.2K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
31+ 1.64% |
$829 - $936
|
1.93K
$53.2K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
24New |
$642 - $725
|
24
$664
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
22+ 0.74% |
$588 - $664
|
3.01K
$83.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
15New |
$401 - $453
|
15
$415
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-56- 4.89% |
$1.5K - $1.69K
|
1.09K
$30.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-71- 15.43% |
$1.9K - $2.14K
|
389
$10.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-116- 8.72% |
$3.1K - $3.5K
|
1.22K
$33.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-332- 1.42% |
$8.88K - $10K
|
23.1K
$639K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-370- 0.35% |
$9.89K - $11.2K
|
105K
$2.91M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-408- 11.43% |
$10.9K - $12.3K
|
3.16K
$87.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-485- 4.57% |
$13K - $14.6K
|
10.1K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-860- 3.93% |
$23K - $26K
|
21K
$582K
|