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 70 institutions that hold shares in the stock, with a total of 5.16 Million shares, which have been reported (via 13F filing form) to have a value of $143 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,371,749
shares
|
$37.9 Million
0.02% of portfolio
|
Q3 2024
Added 96.15%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
811,765
shares
|
$22.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
410,739
shares
|
$11.4 Million
0.03% of portfolio
|
Q3 2024
Added 446.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
359,507
shares
|
$9.94 Million
0.04% of portfolio
|
Q3 2024
Added 2276.75%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
336,564
shares
|
$9.31 Million
0.0% of portfolio
|
Q3 2024
Added 132.62%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
290,400
shares
|
$8.03 Million
1.91% of portfolio
|
Q4 2024
New holding
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 14, 2024 Q3 2024 |
159,450
shares
|
$4.41 Million
1.56% of portfolio
|
Q4 2023
Reduced 23.87%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
146,915
shares
|
$4.06 Million
1.37% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
131,074
shares
|
$3.63 Million
0.0% of portfolio
|
Q3 2024
Added 31.14%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
105,331
shares
|
$2.91 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
98,630
shares
|
$2.73 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
96,567
shares
|
$2.67 Million
0.0% of portfolio
|
Q3 2024
Added 59.6%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
75,129
shares
|
$2.08 Million
0.02% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
59,874
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2024
Added 8.97%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
47,893
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
47,578
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,830
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 16, 2025 Q4 2024 |
39,474
shares
|
$1.09 Million
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
36,074
shares
|
$997,806
0.0% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
32,056
shares
|
$886,668
0.0% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
28,180
shares
|
$779,458
0.0% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
28,110
shares
|
$777,522
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
25,421
shares
|
$703,144
0.01% of portfolio
|
Q2 2024
Added 5.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
24,803
shares
|
$686,050
0.0% of portfolio
|
Q3 2024
Reduced 20.31%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
24,375
shares
|
$674,212
0.11% of portfolio
|
Q3 2024
Added 5.89%
|