Institutional Ownership 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). We have compiled data on the 71 institutions that hold shares in the stock, with a total of 4.61 Million shares, which have been reported (via 13F filing form) to have a value of $124 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
850,251
shares
|
$22.9 Million
0.01% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
726,465
shares
|
$19.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
524,368
shares
|
$14.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.42%
|
|
|
Aft, Forsyth & Sober, LLC
|
May 12, 2025 Q1 2025 |
488,050
shares
|
$13.1 Million
4.92% of portfolio
|
Q1 2025
Added 206.08%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
301,413
shares
|
$8.1 Million
2.02% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
199,957
shares
|
$5.38 Million
0.02% of portfolio
|
Q2 2025
Added 2423.75%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
164,809
shares
|
$4.43 Million
0.0% of portfolio
|
Q1 2025
Added 14.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
154,249
shares
|
$4.15 Million
0.01% of portfolio
|
Q4 2024
Added 27.89%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
135,268
shares
|
$3.64 Million
0.05% of portfolio
|
Q1 2025
Added 467.52%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
133,059
shares
|
$3.58 Million
0.0% of portfolio
|
Q1 2025
Reduced 36.87%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
85,814
shares
|
$2.31 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
84,299
shares
|
$2.27 Million
0.02% of portfolio
|
Q2 2025
Added 7.81%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
68,946
shares
|
$1.85 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.4%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
55,893
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 41.15%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
51,527
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.78%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,830
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
45,748
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.79%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
39,325
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
37,844
shares
|
$1.02 Million
0.22% of portfolio
|
Q1 2025
Added 17.34%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
28,912
shares
|
$777,443
0.0% of portfolio
|
Q1 2025
Added 47.63%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
28,497
shares
|
$766,284
0.0% of portfolio
|
Q1 2025
Added 13.31%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
25,421
shares
|
$683,570
0.01% of portfolio
|
Q2 2024
Added 5.27%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
23,167
shares
|
$622,960
0.0% of portfolio
|
Q1 2025
Added 10.13%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
20,982
shares
|
$564,205
0.08% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
19,742
shares
|
$530,862
0.0% of portfolio
|
Q1 2025
Added 0.06%
|