Who owns First Trust S&P REIT Index Fund?
- Ticker: FRI
- CUSIP Number: 33734G108
Tip: Access positions for across all investors
Analyze quarterly positions in First Trust S&P REIT Index Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of First Trust S&P REIT Index Fund stock
Who bought or sold First Trust S&P REIT Index Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 754k | $25M | 22% | Mar 2024 |
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| LPL Financial | 685k | $18M | -39% | Mar 2024 |
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| UBS Group | 241k | $6.3M | 100% | Mar 2024 |
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| Aft, Forsyth & Sober | 160k | $4.1M | 0% | Mar 2024 |
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| Chicago Partners Investment | 117k | $2.9M | 0% | Mar 2024 |
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| Wells Fargo & Company | 106k | $2.8M | -2% | Mar 2024 |
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| Vestmark Advisory Solutions | 98k | $2.6M | 3% | Mar 2024 |
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| Stifel Financial | 80k | $2.1M | 46% | Mar 2024 |
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| Envestnet Asset Management | 48k | $1.2M | -20% | Mar 2024 |
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| Advisor Group Holdings | 40k | $1.0M | -9% | Mar 2024 |
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| Royal Bank of Canada | 37k | $966k | -15% | Mar 2024 |
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| Bank of America Corporation | 31k | $801k | 24% | Mar 2024 |
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| Commonwealth Equity Services | 29k | $765k | -3% | Mar 2024 |
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| Cottonwood Capital Advisors | 28k | $688k | -4% | Mar 2024 |
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| HighTower Advisors | 28k | $727k | 1% | Mar 2024 |
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| AE Wealth Management | 27k | $702k | -9% | Mar 2024 |
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| Citadel Advisors | 27k | $696k | -30% | Mar 2024 |
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| Benjamin F. Edwards & Company | 24k | $628k | 35% | Mar 2024 |
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| Hartline Investment Corporation | 23k | $586k | 100% | Mar 2024 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 23k | $586k | 100% | Mar 2024 |
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| Susquehanna International | 21k | $555k | -1% | Mar 2024 |
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| Ameriprise Financial | 21k | $555k | -13% | Mar 2024 |
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| Cambridge Investment Research Advisors | 18k | $474k | -7% | Mar 2024 |
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| Jaffetilchin Investment Partners | 18k | $471k | 37% | Mar 2024 |
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| HPM Partners | 16k | $419k | 1% | Mar 2024 |
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| Intl Fcstone | 15k | $386k | 100% | Mar 2024 |
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| Harvest Investment Services | 14k | $366k | 0% | Mar 2024 |
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| RPg Family Wealth Advisory | 14k | $351k | -21% | Mar 2024 |
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| Envestnet Portfolio Solutions | 13k | $328k | 14% | Mar 2024 |
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| Kestra Advisory Services | 13k | $330k | -33% | Dec 2023 |
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| Principal Securities | 12k | $305k | 5% | Mar 2024 |
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| Financial Advocates Investment Management | 11k | $293k | -55% | Mar 2024 |
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| Private Trust Co Na | 10k | $266k | -4% | Mar 2024 |
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| Stratos Wealth Advisors | 10k | $266k | 14% | Mar 2024 |
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| Icapital Wealth | 10k | $262k | 100% | Mar 2024 |
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| Raymond James & Associates | 9.6k | $249k | -10% | Mar 2024 |
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| Twin Peaks Wealth Advisors | 9.6k | $249k | -3% | Mar 2024 |
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| Janney Montgomery Scott | 9.0k | $234k | 6% | Mar 2024 |
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| RVW Wealth | 9.0k | $233k | 0% | Mar 2024 |
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| Goss Wealth Management | 6.8k | $176k | -63% | Mar 2024 |
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| Householder Group Estate & Retirement Specialist | 5.0k | $131k | 0% | Mar 2024 |
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| Register Financial Advisors | 4.7k | $121k | 100% | Mar 2024 |
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| Global Retirement Partners | 4.3k | $111k | 0% | Mar 2024 |
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| Nbc Securities | 4.1k | $116k | 0% | Mar 2024 |
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| Ancora Advisors | 1.9k | $49k | 0% | Mar 2024 |
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| Pnc Financial Services | 1.8k | $46k | -15% | Mar 2024 |
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| Tower Research Capital | 1.5k | $38k | -95% | Mar 2024 |
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| Fernwood Investment Management | 1.3k | $34k | 100% | Mar 2024 |
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| Brian McDonald | 1.2k | $31k | 100% | Mar 2024 |
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| Harbour Investments | 957.00 | $25k | -88% | Dec 2023 |
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| Qube Research & Technologies | 791.00 | $21k | 0% | Mar 2024 |
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| Hexagon Capital Partners | 766.00 | $20k | 0% | Mar 2024 |
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| CWM | 737.00 | $19k | -8% | Mar 2024 |
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| Steward Partners Investment Advisory | 533.00 | $14k | 0% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 49.00 | $1.3k | 100% | Mar 2024 |
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| Larson Financial Group | 28.00 | $735.000000 | 0% | Mar 2024 |
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Who sold out of First Trust S&P REIT Index Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Fischer Investment Strategies | Sep 2023 | 55k | $1.3M |
| Baird Financial | Sep 2023 | 43k | $979k |
| Frank. Day | Dec 2023 | 22k | $579k |
| Goldman Sachs Group | Dec 2023 | 17k | $442k |
| Beacon Financial Advisory | Dec 2023 | 10k | $266k |
| Fifth Third Bancorp | Dec 2023 | 2.0k | $53k |
| Advisory Services Network | Dec 2023 | 193.00 | $5.1k |