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 |
|---|---|---|---|---|---|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
15,294
shares
|
$428,996
0.05% of portfolio
|
Q3 2025
Reduced 27.11%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
14,237
shares
|
$399,347
0.1% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
11,140
shares
|
$312,477
0.01% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
10,329
shares
|
$289,728
0.03% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
10,161
shares
|
$285,016
0.01% of portfolio
|
Q3 2025
Added 83.08%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 13, 2025 Q2 2025 |
10,061
shares
|
$282,211
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
10,013
shares
|
$280,864
0.0% of portfolio
|
Q3 2022
Reduced 1.98%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
9,958
shares
|
$279,321
0.0% of portfolio
|
Q2 2025
Added 32.07%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
9,887
shares
|
$277,330
0.0% of portfolio
|
Q3 2025
Reduced 18.09%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,726
shares
|
$272,814
0.0% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
9,079
shares
|
$254,665
0.0% of portfolio
|
Q2 2025
Reduced 9.08%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
8,872
shares
|
$248,859
0.0% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
8,547
shares
|
$239,743
0.01% of portfolio
|
Q2 2025
Reduced 16.91%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
8,498
shares
|
$238,368
0.02% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
8,077
shares
|
$226,559
0.0% of portfolio
|
Q2 2025
Reduced 38.31%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
5,410
shares
|
$151,750
0.11% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
4,953
shares
|
$138,931
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
4,069
shares
|
$114,135
0.01% of portfolio
|
Q1 2025
Reduced 96.36%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,884
shares
|
$108,946
0.01% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
2,316
shares
|
$64,963
0.0% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,097
shares
|
$58,820
0.01% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
2,052
shares
|
$57,558
0.02% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
1,947
shares
|
$54,613
0.0% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
1,930
shares
|
$54,136
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,877
shares
|
$52,649
0.0% of portfolio
|
Q2 2020
Reduced 7.94%
|