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 5.17 Million shares, which have been reported (via 13F filing form) to have a value of $144 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
23,434
shares
|
$651,230
0.0% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
21,896
shares
|
$608,489
0.0% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
20,327
shares
|
$564,887
0.43% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
20,305
shares
|
$564,275
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
17,619
shares
|
$489,632
0.04% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
16,225
shares
|
$450,892
0.0% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
14,577
shares
|
$405,094
0.0% of portfolio
|
Q3 2024
Added 17.4%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
13,594
shares
|
$377,777
0.13% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
13,500
shares
|
$375,165
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 13, 2024 Q3 2024 |
12,909
shares
|
$358,741
0.13% of portfolio
|
Q3 2024
Reduced 25.63%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
12,524
shares
|
$348,041
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
10,844
shares
|
$301,354
0.01% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
10,603
shares
|
$294,657
0.03% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
10,136
shares
|
$281,679
0.01% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
10,128
shares
|
$281,457
0.0% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
10,061
shares
|
$279,595
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
10,013
shares
|
$278,261
0.0% of portfolio
|
Q3 2022
Reduced 1.98%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,726
shares
|
$270,285
0.0% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
9,312
shares
|
$258,780
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
9,156
shares
|
$254,445
0.0% of portfolio
|
Q4 2024
Reduced 43.78%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
8,399
shares
|
$233,408
0.02% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
8,046
shares
|
$223,598
0.0% of portfolio
|
Q3 2024
Reduced 20.13%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
7,381
shares
|
$205,117
0.1% of portfolio
|
Q3 2024
Reduced 32.72%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
7,346
shares
|
$204,145
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
5,410
shares
|
$150,343
0.11% of portfolio
|
Q3 2024
Added 7.21%
|