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 | 1.4M | $41M | 96% | Sep 2024 |
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| Morgan Stanley | 814k | $24M | 8% | Jun 2024 |
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| Cambridge Investment Research Advisors | 360k | $11M | 2277% | Sep 2024 |
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| Aft, Forsyth & Sober | 160k | $4.1M | 0% | Jun 2024 |
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| Crumly & Associates | 147k | $4.4M | 100% | Sep 2024 |
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| Wells Fargo & Company | 131k | $3.9M | 31% | Sep 2024 |
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| Chicago Partners Investment | 106k | $3.1M | -4% | Sep 2024 |
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| Vestmark Advisory Solutions | 100k | $2.6M | 2% | Jun 2024 |
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| International Assets Investment Management | 81k | $2.7M | 2864% | Sep 2024 |
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| Cetera Investment Advisers | 75k | $1.9M | 132% | Jun 2024 |
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| AE Wealth Management | 75k | $2.2M | 2% | Sep 2024 |
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| Stifel Financial | 61k | $1.6M | -25% | Jun 2024 |
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| Susquehanna International | 60k | $1.8M | 9% | Sep 2024 |
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| Envestnet Asset Management | 48k | $1.4M | -1% | Sep 2024 |
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| Raymond James Financial Services Advisors | 46k | $1.4M | 100% | Sep 2024 |
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| Royal Bank of Canada | 36k | $1.1M | -2% | Sep 2024 |
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| Commonwealth Equity Services | 32k | $950k | 4% | Sep 2024 |
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| HighTower Advisors | 28k | $721k | 0% | Jun 2024 |
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| Benjamin Edwards | 28k | $834k | 100% | Sep 2024 |
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| Benjamin F. Edwards & Company | 25k | $653k | 5% | Jun 2024 |
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| Bank of America Corporation | 25k | $735k | -20% | Sep 2024 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 24k | $723k | 6% | Sep 2024 |
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| Advisor Group Holdings | 23k | $695k | -41% | Sep 2024 |
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| Cottonwood Capital Advisors | 21k | $633k | -23% | Sep 2024 |
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| Jaffetilchin Investment Partners | 18k | $522k | 2% | Sep 2024 |
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| Janney Montgomery Scott | 16k | $483k | 81% | Sep 2024 |
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| HPM Partners | 16k | $481k | -1% | Sep 2024 |
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| Envestnet Portfolio Solutions | 15k | $432k | 17% | Sep 2024 |
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| Harvest Investment Services | 14k | $403k | -2% | Sep 2024 |
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| L.m. Kohn & Company | 14k | $400k | 100% | Sep 2024 |
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| RPg Family Wealth Advisory | 13k | $383k | -26% | Sep 2024 |
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| Maia Wealth | 13k | $370k | 100% | Sep 2024 |
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| Principal Securities | 11k | $321k | -8% | Sep 2024 |
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| Private Trust Co Na | 10k | $263k | 0% | Jun 2024 |
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| Stratos Wealth Advisors | 10k | $300k | 0% | Sep 2024 |
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| Mml Investors Services | 10k | $300k | -3% | Sep 2024 |
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| Icapital Wealth | 10k | $298k | 0% | Sep 2024 |
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| Raymond James & Associates | 9.7k | $288k | 11% | Sep 2024 |
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| RVW Wealth | 8.4k | $249k | -7% | Sep 2024 |
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| Kestra Advisory Services | 8.0k | $239k | -20% | Sep 2024 |
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| Twin Peaks Wealth Advisors | 7.4k | $219k | -33% | Sep 2024 |
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| Private Advisor | 7.3k | $218k | 100% | Sep 2024 |
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| Householder Group Estate & Retirement Specialist | 5.4k | $160k | 7% | Sep 2024 |
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| Goss Wealth Management | 5.2k | $133k | -24% | Jun 2024 |
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| Global Retirement Partners | 4.3k | $126k | 0% | Sep 2024 |
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| Nbc Securities | 4.1k | $122k | 1% | Sep 2024 |
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| Tower Research Capital | 4.1k | $105k | 179% | Jun 2024 |
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| GAMMA Investing | 4.1k | $121k | 0% | Sep 2024 |
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| Ancora Advisors | 1.9k | $56k | 0% | Sep 2024 |
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| Financial Perspectives | 1.4k | $42k | 0% | Sep 2024 |
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| Brian McDonald | 1.3k | $40k | -6% | Sep 2024 |
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| CoreCap Advisors | 1.1k | $34k | -21% | Sep 2024 |
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| Hexagon Capital Partners | 766.00 | $23k | 0% | Sep 2024 |
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| Steward Partners Investment Advisory | 533.00 | $14k | 0% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 523.00 | $16k | 162% | Sep 2024 |
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| Harbour Investments | 460.00 | $14k | -43% | Sep 2024 |
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| Jones Financial Companies, L.L | 318.00 | $9.4k | 100% | Sep 2024 |
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| Pnc Financial Services | 173.00 | $5.1k | 0% | Sep 2024 |
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| CWM | 164.00 | $5.0k | 0% | Sep 2024 |
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| Larson Financial Group | 2.00 | $59.000000 | 0% | Sep 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 |
|---|---|---|---|
| Register Financial Advisors | Jun 2024 | 4.5k | $116k |
| Qube Research & Technologies | Mar 2024 | 791.00 | $21k |
| Voisard Asset Management Group | Jun 2024 | 16.00 | $411.000000 |