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 |
|---|---|---|---|---|---|
| LPL Financial | 906k | $26M | -5% | Sep 2025 |
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| Morgan Stanley | 754k | $20M | 100% | Jun 2025 |
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| Cetera Investment Advisers | 518k | $15M | 7% | Sep 2025 |
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| Aft, Forsyth & Sober | 489k | $17M | 0% | Sep 2025 |
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| TCP Asset Management | 343k | $9.6M | 7% | Sep 2025 |
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| Wells Fargo & Company | 124k | $3.5M | 9% | Sep 2025 |
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| UBS Group | 124k | $3.5M | -1% | Sep 2025 |
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| Benjamin Edwards | 99k | $2.8M | 85% | Sep 2025 |
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| Advisor Group Holdings | 92k | $2.6M | -36% | Sep 2025 |
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| AE Wealth Management | 85k | $2.4M | 1% | Sep 2025 |
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| Chicago Partners Investment | 84k | $2.3M | -2% | Sep 2025 |
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| Susquehanna International | 51k | $1.4M | 100% | Sep 2025 |
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| Envestnet Asset Management | 42k | $1.2M | 6% | Sep 2025 |
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| Royal Bank of Canada | 41k | $1.2M | 6% | Sep 2025 |
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| Raymond James Financial | 27k | $762k | -75% | Sep 2025 |
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| Maia Wealth | 22k | $616k | 32% | Sep 2025 |
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| Ameriprise Financial | 20k | $564k | -10% | Sep 2025 |
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| HighTower Advisors | 20k | $557k | 0% | Sep 2025 |
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| Cottonwood Capital Advisors | 19k | $544k | 1% | Sep 2025 |
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| HPM Partners | 17k | $464k | -46% | Sep 2025 |
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| Jaffetilchin Investment Partners | 16k | $448k | -7% | Sep 2025 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15k | $430k | -27% | Sep 2025 |
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| Harvest Investment Services | 15k | $412k | 3% | Sep 2025 |
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| Stifel Financial | 14k | $380k | -86% | Sep 2025 |
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| Citadel Advisors | 14k | $379k | 100% | Sep 2025 |
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| Jones Financial Companies, L.L | 12k | $324k | 31% | Sep 2025 |
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| Private Trust Co Na | 10k | $290k | 2% | Sep 2025 |
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| CX Institutional | 10k | $286k | 83% | Sep 2025 |
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| Icapital Wealth | 10k | $283k | 0% | Sep 2025 |
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| Commonwealth Equity Services | 9.9k | $278k | -18% | Sep 2025 |
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| Principal Securities | 9.8k | $276k | -12% | Sep 2025 |
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| Tower Research Capital | 9.7k | $273k | 100% | Sep 2025 |
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| Onyx Bridge Wealth Group | 9.6k | $270k | 100% | Sep 2025 |
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| Mml Investors Services | 9.0k | $252k | -1% | Sep 2025 |
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| Stratos Wealth Advisors | 8.6k | $241k | 0% | Sep 2025 |
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| RVW Wealth | 8.5k | $239k | 0% | Sep 2025 |
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| CLS Investments | 7.7k | $217k | 100% | Sep 2025 |
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| Private Advisor | 7.2k | $202k | 100% | Sep 2025 |
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| Financial Gravity Wealth | 5.1k | $143k | 100% | Sep 2025 |
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| Nbc Securities | 4.2k | $117k | 7% | Sep 2025 |
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| GAMMA Investing | 4.1k | $114k | 0% | Sep 2025 |
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| Evelyn Partners Investment Management | 3.0k | $85k | 18% | Sep 2025 |
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| GPS Wealth Strategies Group | 2.1k | $59k | 0% | Sep 2025 |
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| Financial Perspectives | 2.1k | $58k | 0% | Sep 2025 |
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| Ancora Advisors | 2.0k | $55k | 1% | Sep 2025 |
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| Evolution Wealth Management | 1.9k | $54k | 0% | Sep 2025 |
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| Goss Wealth Management | 1.9k | $54k | -17% | Sep 2025 |
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| MTM Investment Management | 1.8k | $51k | 0% | Sep 2025 |
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| REAP Financial Group | 1.7k | $49k | 11% | Sep 2025 |
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| Brian McDonald | 1.2k | $34k | 0% | Sep 2025 |
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| CoreCap Advisors | 584.00 | $16k | -30% | Sep 2025 |
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| CWM | 509.00 | $14k | 210% | Sep 2025 |
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| FMR | 503.00 | $14k | -13% | Sep 2025 |
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| Harbour Investments | 306.00 | $8.6k | 0% | Sep 2025 |
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| Rockefeller Capital Management | 273.00 | $7.7k | 100% | Sep 2025 |
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| Millstone Evans Group | 200.00 | $5.6k | 0% | Sep 2025 |
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| Advisory Services Network | 193.00 | $5.4k | 100% | Sep 2025 |
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| Pnc Financial Services | 173.00 | $4.9k | 0% | Sep 2025 |
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| AdvisorNet Financial | 47.00 | $1.3k | 0% | Sep 2025 |
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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 |
|---|---|---|---|
| Cambridge Investment Research Advisors | Jun 2025 | 200k | $5.4M |
| Kestra Advisory Services | Jun 2025 | 10k | $269k |
| Envestnet Portfolio Solutions | Jun 2025 | 8.1k | $219k |
| Twin Peaks Wealth Advisors | Jun 2025 | 5.0k | $133k |
| Global Retirement Partners | Jun 2025 | 3.4k | $92k |
| SRS Capital Advisors | Jun 2025 | 1.0k | $27k |