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 |
|---|---|---|---|---|---|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
1,800
shares
|
$50,490
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
1,562
shares
|
$43,814
0.01% of portfolio
|
Q2 2025
Reduced 36.89%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,201
shares
|
$33,688
0.0% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,000
shares
|
$28,050
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
584
shares
|
$16,381
0.0% of portfolio
|
Q3 2025
Reduced 29.98%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
509
shares
|
$14,277
0.0% of portfolio
|
Q3 2025
Added 210.37%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
305
shares
|
$8,555
0.0% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
200
shares
|
$5,610
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
173
shares
|
$4,852
0.0% of portfolio
|
Q2 2024
Reduced 90.21%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
47
shares
|
$1,318
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
26
shares
|
$729
0.0% of portfolio
|
Q2 2025
Reduced 49.02%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
26
shares
|
$729
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
24
shares
|
$673
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
2
shares
|
$56
0.0% of portfolio
|
Q2 2024
Reduced 92.86%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
1
shares
|
$28
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|