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 66 institutions that hold shares in the stock, with a total of 4.56 Million shares, which have been reported (via 13F filing form) to have a value of $128 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
949,982
shares
|
$26.6 Million
0.01% of portfolio
|
Q2 2025
Added 11.73%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
753,538
shares
|
$21.1 Million
0.0% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Aft, Forsyth & Sober, LLC
|
Aug 14, 2025 Q2 2025 |
489,050
shares
|
$13.7 Million
4.57% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
482,629
shares
|
$13.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.96%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 07, 2025 Q3 2025 |
342,523
shares
|
$9.61 Million
1.81% of portfolio
|
Q3 2025
Added 7.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
199,957
shares
|
$5.61 Million
0.02% of portfolio
|
Q2 2025
Added 2423.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
144,875
shares
|
$4.06 Million
0.01% of portfolio
|
Q2 2025
Reduced 24.19%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
124,886
shares
|
$3.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
113,335
shares
|
$3.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 31.23%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
110,493
shares
|
$3.1 Million
0.0% of portfolio
|
Q2 2025
Added 60.26%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
99,184
shares
|
$2.78 Million
0.03% of portfolio
|
Q3 2025
Added 85.22%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
95,050
shares
|
$2.67 Million
0.0% of portfolio
|
Q2 2025
Added 70.06%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
85,814
shares
|
$2.41 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
84,299
shares
|
$2.36 Million
0.02% of portfolio
|
Q2 2025
Added 7.81%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,830
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
39,325
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
38,597
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.63%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
27,235
shares
|
$763,941
0.0% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
25,421
shares
|
$713,059
0.01% of portfolio
|
Q2 2024
Added 5.27%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
22,328
shares
|
$626,300
0.0% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
19,763
shares
|
$554,352
0.0% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
19,343
shares
|
$542,571
0.43% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
17,109
shares
|
$479,907
0.03% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
16,700
shares
|
$468,435
0.09% of portfolio
|
Q2 2025
Reduced 55.87%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
16,490
shares
|
$462,544
0.0% of portfolio
|
Q3 2025
Reduced 45.76%
|