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 63 institutions that hold shares in the stock, with a total of 3.57 Million shares, which have been reported (via 13F filing form) to have a value of $103 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 09, 2024 Q2 2024 |
17,358
shares
|
$500,257
0.16% of portfolio
|
Q2 2024
Added 28.64%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
17,304
shares
|
$498,701
0.04% of portfolio
|
Q2 2024
Reduced 4.42%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
16,334
shares
|
$470,745
0.0% of portfolio
|
Q2 2024
Added 1.36%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
16,286
shares
|
$469,362
0.0% of portfolio
|
Q3 2024
Added 81.04%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
14,577
shares
|
$420,109
0.0% of portfolio
|
Q3 2024
Added 17.4%
|
|
|
Harvest Investment Services, LLC
|
Aug 13, 2024 Q2 2024 |
13,886
shares
|
$400,194
0.14% of portfolio
|
Q2 2024
Reduced 1.49%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
12,524
shares
|
$360,941
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
10,844
shares
|
$312,524
0.01% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
10,471
shares
|
$301,774
0.0% of portfolio
|
Q2 2024
Added 5.75%
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
10,229
shares
|
$294,799
0.03% of portfolio
|
Q1 2024
Reduced 3.61%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
10,136
shares
|
$292,119
0.01% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
10,074
shares
|
$290,332
0.0% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
10,061
shares
|
$289,958
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
10,013
shares
|
$288,574
0.0% of portfolio
|
Q3 2022
Reduced 1.98%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,726
shares
|
$280,303
0.0% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
8,399
shares
|
$242,059
0.02% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
7,381
shares
|
$212,720
0.1% of portfolio
|
Q3 2024
Reduced 32.72%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
7,346
shares
|
$211,711
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
5,410
shares
|
$155,916
0.05% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
5,166
shares
|
$148,884
0.0% of portfolio
|
Q2 2024
Reduced 23.6%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,254
shares
|
$122,600
0.0% of portfolio
|
Q4 2023
Reduced 2.3%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
4,121
shares
|
$118,767
0.01% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
4,076
shares
|
$117,470
0.0% of portfolio
|
Q2 2024
Added 179.37%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
4,069
shares
|
$117,268
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
1,893
shares
|
$54,556
0.0% of portfolio
|
Q2 2024
Added 0.21%
|