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 |
|---|---|---|---|---|---|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
14,666
shares
|
$406,688
0.09% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
13,506
shares
|
$374,521
0.0% of portfolio
|
Q3 2025
Reduced 85.79%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
13,479
shares
|
$373,772
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
11,623
shares
|
$322,305
0.0% of portfolio
|
Q3 2025
Added 31.01%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
10,329
shares
|
$286,423
0.03% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
10,161
shares
|
$281,764
0.01% of portfolio
|
Q3 2025
Added 83.08%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
10,061
shares
|
$278,991
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
10,013
shares
|
$277,660
0.0% of portfolio
|
Q3 2022
Reduced 1.98%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
9,887
shares
|
$274,166
0.0% of portfolio
|
Q3 2025
Reduced 18.09%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
9,810
shares
|
$272,031
0.0% of portfolio
|
Q3 2025
Reduced 11.94%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,726
shares
|
$269,701
0.0% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
9,709
shares
|
$269,230
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
9,600
shares
|
$266,208
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
8,952
shares
|
$248,238
0.0% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
8,582
shares
|
$237,978
0.01% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
8,498
shares
|
$235,649
0.02% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
7,719
shares
|
$214,047
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
7,173
shares
|
$198,907
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
5,410
shares
|
$150,019
0.11% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
5,099
shares
|
$141,395
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
4,166
shares
|
$115,523
0.01% of portfolio
|
Q3 2025
Added 7.26%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
4,069
shares
|
$112,833
0.01% of portfolio
|
Q1 2025
Reduced 96.36%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
3,010
shares
|
$83,467
0.0% of portfolio
|
Q4 2024
Reduced 15.28%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
2,103
shares
|
$58,316
0.01% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
2,052
shares
|
$56,901
0.02% of portfolio
|
Q3 2025
Added 0.34%
|
|