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 71 institutions that hold shares in the stock, with a total of 4.43 Million shares, which have been reported (via 13F filing form) to have a value of $120 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
17,203
shares
|
$467,405
0.04% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
16,383
shares
|
$445,126
0.0% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
15,068
shares
|
$409,397
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
|
$405,104
0.01% of portfolio
|
Q1 2025
Reduced 37.19%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
14,615
shares
|
$397,089
0.0% of portfolio
|
Q1 2025
Reduced 55.88%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
14,244
shares
|
$387,009
0.12% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
13,784
shares
|
$374,511
0.02% of portfolio
|
Q1 2025
Reduced 48.01%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
13,092
shares
|
$355,709
0.0% of portfolio
|
Q1 2025
Reduced 15.9%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
11,598
shares
|
$315,117
0.01% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
10,286
shares
|
$279,470
0.02% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
10,118
shares
|
$274,906
0.03% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
10,061
shares
|
$273,357
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
10,013
shares
|
$272,053
0.0% of portfolio
|
Q3 2022
Reduced 1.98%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
9,986
shares
|
$271,319
0.0% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,726
shares
|
$264,255
0.0% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
8,882
shares
|
$241,323
0.0% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
8,498
shares
|
$230,890
0.02% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
8,297
shares
|
$225,429
0.0% of portfolio
|
Q1 2025
Added 28.12%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
7,923
shares
|
$215,267
0.0% of portfolio
|
Q1 2025
Reduced 96.0%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
7,540
shares
|
$204,861
0.0% of portfolio
|
Q1 2025
Reduced 53.02%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
5,550
shares
|
$150,793
0.01% of portfolio
|
Q2 2025
Reduced 80.84%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
5,410
shares
|
$146,989
0.11% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,254
shares
|
$115,581
0.0% of portfolio
|
Q4 2023
Reduced 2.3%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
4,069
shares
|
$110,554
0.01% of portfolio
|
Q1 2025
Reduced 96.36%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,884
shares
|
$105,528
0.01% of portfolio
|
Q2 2025
Reduced 5.75%
|