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 66 institutions that hold shares in the stock, with a total of 4.25 Million shares, which have been reported (via 13F filing form) to have a value of $118 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
905,805
shares
|
$25.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
777,208
shares
|
$21.6 Million
0.0% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
517,463
shares
|
$14.3 Million
0.02% of portfolio
|
Q3 2025
Added 7.22%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 05, 2025 Q3 2025 |
489,050
shares
|
$13.6 Million
4.36% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 07, 2025 Q3 2025 |
342,523
shares
|
$9.5 Million
1.81% of portfolio
|
Q3 2025
Added 7.04%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
124,042
shares
|
$3.44 Million
0.0% of portfolio
|
Q3 2025
Added 9.45%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
124,003
shares
|
$3.44 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
99,184
shares
|
$2.75 Million
0.03% of portfolio
|
Q3 2025
Added 85.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
92,354
shares
|
$2.56 Million
0.0% of portfolio
|
Q3 2025
Reduced 36.25%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
85,305
shares
|
$2.37 Million
0.02% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
83,812
shares
|
$2.32 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
50,938
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,830
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
41,649
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Added 5.91%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
41,035
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.63%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
28,665
shares
|
$794,880
0.0% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
27,114
shares
|
$751,871
0.0% of portfolio
|
Q3 2025
Reduced 75.46%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
25,421
shares
|
$704,924
0.01% of portfolio
|
Q2 2024
Added 5.27%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
21,990
shares
|
$609,782
0.1% of portfolio
|
Q3 2025
Added 31.68%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
20,066
shares
|
$556,430
0.0% of portfolio
|
Q3 2025
Reduced 10.13%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
19,808
shares
|
$549,275
0.0% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
19,343
shares
|
$536,381
0.43% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
16,490
shares
|
$457,267
0.0% of portfolio
|
Q3 2025
Reduced 45.76%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
15,939
shares
|
$441,988
0.03% of portfolio
|
Q3 2025
Reduced 6.84%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
15,294
shares
|
$424,102
0.05% of portfolio
|
Q3 2025
Reduced 27.11%
|
|