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 69 institutions that hold shares in the stock, with a total of 4.93 Million shares, which have been reported (via 13F filing form) to have a value of $135 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
4,121
shares
|
$113,162
0.01% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
4,069
shares
|
$111,734
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
3,570
shares
|
$98,032
0.0% of portfolio
|
Q3 2024
Reduced 30.89%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
1,894
shares
|
$52,009
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,877
shares
|
$51,542
0.0% of portfolio
|
Q2 2020
Reduced 7.94%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
1,413
shares
|
$38,800
0.01% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,331
shares
|
$36,549
0.0% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,145
shares
|
$31,441
0.0% of portfolio
|
Q3 2024
Reduced 21.03%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
766
shares
|
$21,034
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
533
shares
|
$14,636
0.0% of portfolio
|
Q3 2023
Reduced 50.37%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
523
shares
|
$14,361
0.0% of portfolio
|
Q3 2024
Added 161.5%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
460
shares
|
$12,631
0.0% of portfolio
|
Q3 2024
Reduced 42.93%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
380
shares
|
$10,434
0.0% of portfolio
|
Q3 2024
Reduced 90.68%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
318
shares
|
$8,732
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
218
shares
|
$5,986
0.01% of portfolio
|
Q3 2022
Added 0.46%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
173
shares
|
$4,750
0.0% of portfolio
|
Q2 2024
Reduced 90.21%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
164
shares
|
$4,503
0.0% of portfolio
|
Q2 2024
Reduced 77.75%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
2
shares
|
$54
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
|