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 4.55 Million shares, which have been reported (via 13F filing form) to have a value of $123 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
949,982
shares
|
$25.7 Million
0.01% of portfolio
|
Q2 2025
Added 11.73%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
753,538
shares
|
$20.4 Million
0.0% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Aft, Forsyth & Sober, LLC
|
Aug 14, 2025 Q2 2025 |
489,050
shares
|
$13.2 Million
4.57% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
482,629
shares
|
$13.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.96%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Aug 12, 2025 Q2 2025 |
319,983
shares
|
$8.66 Million
1.87% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
199,957
shares
|
$5.41 Million
0.02% of portfolio
|
Q2 2025
Added 2423.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
191,112
shares
|
$5.17 Million
0.01% of portfolio
|
Q2 2025
Added 23.9%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
124,886
shares
|
$3.38 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
113,335
shares
|
$3.07 Million
0.0% of portfolio
|
Q2 2025
Reduced 31.23%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
110,493
shares
|
$2.99 Million
0.0% of portfolio
|
Q2 2025
Added 60.26%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
95,050
shares
|
$2.57 Million
0.0% of portfolio
|
Q2 2025
Added 70.06%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
85,814
shares
|
$2.32 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
84,299
shares
|
$2.28 Million
0.02% of portfolio
|
Q2 2025
Added 7.81%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
53,549
shares
|
$1.45 Million
0.02% of portfolio
|
Q2 2025
Reduced 60.41%
|
|
|
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
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
39,325
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
38,597
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.63%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
30,401
shares
|
$822,651
0.0% of portfolio
|
Q2 2025
Added 85.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
27,235
shares
|
$736,979
0.0% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
25,421
shares
|
$687,892
0.01% of portfolio
|
Q2 2024
Added 5.27%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
22,328
shares
|
$604,195
0.0% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
20,982
shares
|
$567,772
0.08% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
19,763
shares
|
$534,786
0.0% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
19,229
shares
|
$520,336
0.38% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
17,109
shares
|
$462,969
0.03% of portfolio
|
Q2 2025
Reduced 0.55%
|