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 79 institutions that hold shares in the stock, with a total of 4.78 Million shares, which have been reported (via 13F filing form) to have a value of $130 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
25,421
shares
|
$691,451
0.01% of portfolio
|
Q2 2024
Added 5.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
25,149
shares
|
$684,052
0.0% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
23,835
shares
|
$648,312
0.01% of portfolio
|
Q4 2024
Reduced 15.21%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
23,737
shares
|
$645,646
0.01% of portfolio
|
Q4 2024
Added 6146.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
23,102
shares
|
$628,374
0.0% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
22,032
shares
|
$599,270
0.09% of portfolio
|
Q4 2024
Reduced 9.61%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
21,036
shares
|
$572,179
0.0% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
20,327
shares
|
$552,894
0.43% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
19,730
shares
|
$536,656
0.0% of portfolio
|
Q4 2024
Reduced 29.99%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
19,584
shares
|
$532,684
0.0% of portfolio
|
Q4 2024
Reduced 67.29%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
18,038
shares
|
$490,633
0.04% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Feb 10, 2025 Q4 2024 |
17,835
shares
|
$485,112
0.19% of portfolio
|
Q4 2024
Added 38.16%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
16,384
shares
|
$445,644
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
16,349
shares
|
$444,692
0.0% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
16,051
shares
|
$436,587
0.0% of portfolio
|
Q4 2024
Added 99.49%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
15,567
shares
|
$423,422
0.0% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
14,300
shares
|
$388,960
0.1% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
11,598
shares
|
$315,465
0.01% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
10,752
shares
|
$292,454
0.0% of portfolio
|
Q4 2024
Added 15.46%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
10,469
shares
|
$284,756
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
10,254
shares
|
$278,908
0.01% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
10,173
shares
|
$276,705
0.0% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
10,118
shares
|
$275,209
0.03% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
10,061
shares
|
$273,659
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
10,013
shares
|
$272,353
0.0% of portfolio
|
Q3 2022
Reduced 1.98%
|