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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,254
shares
|
$118,218
0.0% of portfolio
|
Q4 2023
Reduced 2.3%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
4,069
shares
|
$113,077
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
3,570
shares
|
$99,210
0.0% of portfolio
|
Q3 2024
Reduced 30.89%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
1,894
shares
|
$52,634
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,877
shares
|
$52,161
0.0% of portfolio
|
Q2 2020
Reduced 7.94%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
1,413
shares
|
$39,267
0.01% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,331
shares
|
$36,988
0.0% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,145
shares
|
$31,819
0.0% of portfolio
|
Q3 2024
Reduced 21.03%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
766
shares
|
$21,287
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
533
shares
|
$14,812
0.0% of portfolio
|
Q3 2023
Reduced 50.37%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
523
shares
|
$14,534
0.0% of portfolio
|
Q3 2024
Added 161.5%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
460
shares
|
$12,783
0.0% of portfolio
|
Q3 2024
Reduced 42.93%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
380
shares
|
$10,560
0.0% of portfolio
|
Q3 2024
Reduced 90.68%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
318
shares
|
$8,837
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
218
shares
|
$6,058
0.01% of portfolio
|
Q3 2022
Added 0.46%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
173
shares
|
$4,807
0.0% of portfolio
|
Q2 2024
Reduced 90.21%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
164
shares
|
$4,557
0.0% of portfolio
|
Q2 2024
Reduced 77.75%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
15
shares
|
$416
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
4
shares
|
$111
0.01% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
2
shares
|
$55
0.0% of portfolio
|
Q2 2024
Reduced 92.86%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|