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 63 institutions that hold shares in the stock, with a total of 3.57 Million shares, which have been reported (via 13F filing form) to have a value of $103 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
814,146
shares
|
$23.5 Million
0.0% of portfolio
|
Q2 2024
Added 7.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
699,329
shares
|
$20.2 Million
0.01% of portfolio
|
Q2 2024
Added 2.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
359,507
shares
|
$10.4 Million
0.04% of portfolio
|
Q3 2024
Added 2276.75%
|
|
|
Aft, Forsyth & Sober, LLC
|
Aug 02, 2024 Q2 2024 |
159,450
shares
|
$4.6 Million
1.42% of portfolio
|
Q4 2023
Reduced 23.87%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
146,915
shares
|
$4.23 Million
1.37% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
144,681
shares
|
$4.17 Million
0.0% of portfolio
|
Q2 2024
Reduced 40.06%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
105,701
shares
|
$3.05 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 12, 2024 Q2 2024 |
100,185
shares
|
$2.89 Million
0.12% of portfolio
|
Q2 2024
Added 1.9%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
99,950
shares
|
$2.88 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.95%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
80,799
shares
|
$2.33 Million
0.01% of portfolio
|
Q3 2024
Added 2864.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
75,209
shares
|
$2.17 Million
0.0% of portfolio
|
Q2 2024
Added 132.23%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
73,814
shares
|
$2.13 Million
0.02% of portfolio
|
Q2 2024
Added 173.38%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
60,504
shares
|
$1.74 Million
0.0% of portfolio
|
Q2 2024
Reduced 24.73%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
54,947
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2024
Added 157.19%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
48,246
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2024
Added 0.51%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,830
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
36,660
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
32,056
shares
|
$923,853
0.0% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
31,126
shares
|
$897,051
0.0% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
28,142
shares
|
$811,052
0.0% of portfolio
|
Q2 2024
Added 0.44%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
27,605
shares
|
$795,576
0.59% of portfolio
|
Q2 2024
Reduced 2.37%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
25,421
shares
|
$732,633
0.01% of portfolio
|
Q2 2024
Added 5.27%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
24,375
shares
|
$702,487
0.11% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
23,156
shares
|
$667,355
0.0% of portfolio
|
Q2 2024
Reduced 41.81%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
21,913
shares
|
$631,532
0.0% of portfolio
|
Q2 2024
Added 2.66%
|