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 69 institutions that hold shares in the stock, with a total of 4.93 Million shares, which have been reported (via 13F filing form) to have a value of $132 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
|
$37.2 Million
0.02% of portfolio
|
Q3 2024
Added 96.15%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
811,765
shares
|
$22 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
410,739
shares
|
$11.2 Million
0.03% of portfolio
|
Q3 2024
Added 446.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
359,507
shares
|
$9.76 Million
0.04% of portfolio
|
Q3 2024
Added 2276.75%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
336,564
shares
|
$9.14 Million
0.0% of portfolio
|
Q3 2024
Added 132.62%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 14, 2024 Q3 2024 |
159,450
shares
|
$4.33 Million
1.56% of portfolio
|
Q4 2023
Reduced 23.87%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
146,915
shares
|
$3.99 Million
1.37% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
131,074
shares
|
$3.56 Million
0.0% of portfolio
|
Q3 2024
Added 31.14%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
105,701
shares
|
$2.87 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
98,630
shares
|
$2.68 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
96,567
shares
|
$2.62 Million
0.0% of portfolio
|
Q3 2024
Added 59.6%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
80,799
shares
|
$2.19 Million
0.01% of portfolio
|
Q3 2024
Added 2864.01%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
75,129
shares
|
$2.04 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
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Added 8.97%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
47,893
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
47,578
shares
|
$1.29 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
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
36,074
shares
|
$979,409
0.0% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
32,056
shares
|
$870,320
0.0% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
28,180
shares
|
$765,087
0.0% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
28,110
shares
|
$763,186
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
25,421
shares
|
$690,180
0.01% of portfolio
|
Q2 2024
Added 5.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
24,803
shares
|
$673,401
0.0% of portfolio
|
Q3 2024
Reduced 20.31%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
24,375
shares
|
$661,781
0.11% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
23,434
shares
|
$636,233
0.0% of portfolio
|
Q3 2024
Added 1.2%
|