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 79 institutions that hold shares in the stock, with a total of 4.78 Million shares, which have been reported (via 13F filing form) to have a value of $131 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,726
shares
|
$267,562
0.0% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
9,156
shares
|
$251,881
0.0% of portfolio
|
Q4 2024
Reduced 43.78%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
8,636
shares
|
$237,576
0.0% of portfolio
|
Q4 2024
Added 17.56%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
8,491
shares
|
$233,587
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
8,399
shares
|
$231,056
0.02% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
7,685
shares
|
$211,414
0.0% of portfolio
|
Q4 2024
Added 2316.67%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
5,410
shares
|
$148,829
0.11% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,254
shares
|
$117,027
0.0% of portfolio
|
Q4 2023
Reduced 2.3%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
4,069
shares
|
$111,938
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
3,162
shares
|
$86,986
0.0% of portfolio
|
Q4 2024
Reduced 11.43%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
3,014
shares
|
$82,915
0.02% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
1,925
shares
|
$52,956
0.0% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,877
shares
|
$51,636
0.0% of portfolio
|
Q2 2020
Reduced 7.94%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
1,413
shares
|
$38,871
0.01% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,215
shares
|
$33,424
0.0% of portfolio
|
Q4 2024
Reduced 8.72%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,089
shares
|
$29,958
0.0% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
766
shares
|
$21,072
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
533
shares
|
$14,662
0.0% of portfolio
|
Q3 2023
Reduced 50.37%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
389
shares
|
$10,701
0.0% of portfolio
|
Q4 2024
Reduced 15.43%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
200
shares
|
$5,502
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
173
shares
|
$4,759
0.0% of portfolio
|
Q2 2024
Reduced 90.21%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
164
shares
|
$4,511
0.0% of portfolio
|
Q2 2024
Reduced 77.75%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
150
shares
|
$4,126
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
87
shares
|
$2,393
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
24
shares
|
$660
0.0% of portfolio
|
Q4 2024
New holding
|