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 |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
1,959
shares
|
$54,323
0.0% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
1,930
shares
|
$53,518
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
1,918
shares
|
$53,186
0.0% of portfolio
|
Q3 2025
Reduced 17.18%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,877
shares
|
$52,049
0.0% of portfolio
|
Q2 2020
Reduced 7.94%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
1,800
shares
|
$49,914
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
1,735
shares
|
$48,111
0.01% of portfolio
|
Q3 2025
Added 11.08%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
1,201
shares
|
$33,303
0.0% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
584
shares
|
$16,194
0.0% of portfolio
|
Q3 2025
Reduced 29.98%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
509
shares
|
$14,114
0.0% of portfolio
|
Q3 2025
Added 210.37%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
306
shares
|
$8,485
0.0% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
273
shares
|
$7,570
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
200
shares
|
$5,546
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
193
shares
|
$5,351
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
173
shares
|
$4,797
0.0% of portfolio
|
Q2 2024
Reduced 90.21%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
47
shares
|
$1,303
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|