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 80 institutions that hold shares in the stock, with a total of 4.88 Million shares, which have been reported (via 13F filing form) to have a value of $126 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
826,019
shares
|
$21.4 Million
0.0% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
785,874
shares
|
$20.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 42.71%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
572,588
shares
|
$14.8 Million
0.03% of portfolio
|
Q4 2024
Added 39.4%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
290,400
shares
|
$7.51 Million
1.91% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
210,762
shares
|
$5.45 Million
0.0% of portfolio
|
Q4 2024
Reduced 37.38%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
198,256
shares
|
$5.12 Million
0.02% of portfolio
|
Q4 2024
Reduced 44.85%
|
|
|
Aft, Forsyth & Sober, LLC
|
Feb 14, 2025 Q4 2024 |
159,450
shares
|
$4.12 Million
1.54% of portfolio
|
Q4 2023
Reduced 23.87%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
145,311
shares
|
$3.76 Million
1.23% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
143,872
shares
|
$3.72 Million
0.0% of portfolio
|
Q4 2024
Added 9.76%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
111,938
shares
|
$2.89 Million
0.02% of portfolio
|
Q1 2025
Reduced 96.36%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
105,331
shares
|
$2.72 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
99,659
shares
|
$2.58 Million
0.1% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
94,980
shares
|
$2.46 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
76,096
shares
|
$1.97 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
75,921
shares
|
$1.96 Million
0.02% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
59,250
shares
|
$1.53 Million
0.0% of portfolio
|
Q4 2024
Added 64.25%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
58,408
shares
|
$1.51 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
55,366
shares
|
$1.43 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
51,206
shares
|
$1.32 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
49,414
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,830
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
37,507
shares
|
$969,555
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
33,128
shares
|
$856,358
0.0% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
32,252
shares
|
$833,714
0.19% of portfolio
|
Q4 2024
Added 157.52%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
28,964
shares
|
$748,719
0.03% of portfolio
|
Q1 2025
New holding
|