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 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.02K- 4.77% |
$27.2K - $30.8K
|
20.3K
$552K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.59K- 1.64% |
$42.4K - $47.9K
|
95K
$2.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.6K- 1.09% |
$42.9K - $48.4K
|
145K
$3.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.34K- 9.61% |
$62.7K - $70.7K
|
22K
$598K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.12K- 99.9% |
$110K - $124K
|
4
$109
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.28K- 15.21% |
$114K - $129K
|
23.8K
$647K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.13K- 43.78% |
$191K - $215K
|
9.16K
$248K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.45K- 29.99% |
$226K - $255K
|
19.7K
$535K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-40.3K- 67.29% |
$1.08M - $1.22M
|
19.6K
$532K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-126K- 37.38% |
$3.36M - $3.8M
|
211K
$5.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-161K- 44.85% |
$4.31M - $4.87M
|
198K
$5.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-586K- 42.71% |
$15.7M - $17.7M
|
786K
$21.3M
|