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 |
|---|---|---|---|---|---|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
5,410
shares
|
$144,338
0.11% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,254
shares
|
$113,496
0.0% of portfolio
|
Q4 2023
Reduced 2.3%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
4,121
shares
|
$109,948
0.01% of portfolio
|
Q1 2025
Added 102925.0%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
2,475
shares
|
$66,033
0.02% of portfolio
|
Q1 2025
Reduced 17.88%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
2,315
shares
|
$61,764
0.0% of portfolio
|
Q1 2025
Reduced 26.79%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
2,089
shares
|
$55,734
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
2,045
shares
|
$54,560
0.02% of portfolio
|
Q1 2025
Added 44.73%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
1,933
shares
|
$51,572
0.0% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,877
shares
|
$50,078
0.0% of portfolio
|
Q2 2020
Reduced 7.94%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,215
shares
|
$32,416
0.0% of portfolio
|
Q4 2024
Reduced 8.72%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,018
shares
|
$27,160
0.0% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,000
shares
|
$26,680
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
766
shares
|
$20,436
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
304
shares
|
$8,110
0.0% of portfolio
|
Q1 2025
Reduced 21.85%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
200
shares
|
$5,336
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
173
shares
|
$4,615
0.0% of portfolio
|
Q2 2024
Reduced 90.21%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
164
shares
|
$4,375
0.0% of portfolio
|
Q2 2024
Reduced 77.75%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
51
shares
|
$1,360
0.0% of portfolio
|
Q1 2025
Reduced 41.38%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
24
shares
|
$640
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
15
shares
|
$400
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
2
shares
|
$53
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2
shares
|
$53
0.0% of portfolio
|
Q2 2024
Reduced 92.86%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|