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 73 institutions that hold shares in the stock, with a total of 4.59 Million shares, which have been reported (via 13F filing form) to have a value of $122 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
19,742
shares
|
$526,716
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
19,266
shares
|
$514,016
0.42% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
17,203
shares
|
$458,976
0.04% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
16,383
shares
|
$437,098
0.0% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
15,068
shares
|
$402,014
0.05% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
14,910
shares
|
$397,798
0.01% of portfolio
|
Q1 2025
Reduced 37.19%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
14,615
shares
|
$389,928
0.0% of portfolio
|
Q1 2025
Reduced 55.88%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
14,244
shares
|
$380,029
0.12% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Crumly & Associates Inc.
|
Apr 22, 2025 Q1 2025 |
13,906
shares
|
$371,012
0.13% of portfolio
|
Q1 2025
Reduced 90.43%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
13,784
shares
|
$367,757
0.02% of portfolio
|
Q1 2025
Reduced 48.01%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
13,092
shares
|
$349,294
0.0% of portfolio
|
Q1 2025
Reduced 15.9%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
11,598
shares
|
$309,434
0.01% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
10,286
shares
|
$274,430
0.02% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
10,118
shares
|
$269,948
0.03% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
10,061
shares
|
$268,427
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
10,013
shares
|
$267,146
0.0% of portfolio
|
Q3 2022
Reduced 1.98%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
9,986
shares
|
$266,426
0.0% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,726
shares
|
$259,489
0.0% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
8,882
shares
|
$236,971
0.0% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
8,399
shares
|
$224,085
0.02% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
7,923
shares
|
$211,385
0.0% of portfolio
|
Q1 2025
Reduced 96.0%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
7,540
shares
|
$201,167
0.0% of portfolio
|
Q1 2025
Reduced 53.02%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
7,390
shares
|
$197,165
0.02% of portfolio
|
Q1 2025
Reduced 12.97%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
7,350
shares
|
$196,098
0.0% of portfolio
|
Q1 2025
Reduced 19.72%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
6,476
shares
|
$172,779
0.0% of portfolio
|
Q1 2025
Reduced 15.73%
|