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 | 578k | $16M | -36% | Dec 2025 |
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| Cetera Investment Advisers | 496k | $14M | -4% | Dec 2025 |
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| TCP Asset Management | 380k | $10M | 11% | Dec 2025 |
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| Aft, Forsyth & Sober | 160k | $4.4M | -67% | Dec 2025 |
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| UBS Group | 122k | $3.3M | -2% | Dec 2025 |
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| TrueWealth Financial Partners | 108k | $2.9M | 100% | Dec 2025 |
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| AE Wealth Management | 94k | $2.6M | 10% | Dec 2025 |
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| Benjamin Edwards | 85k | $2.3M | -15% | Dec 2025 |
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| Chicago Partners Investment | 81k | $2.2M | -4% | Dec 2025 |
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| Wells Fargo & Company | 78k | $2.1M | -37% | Dec 2025 |
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| Stifel Financial | 49k | $1.3M | 261% | Dec 2025 |
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| Envestnet Asset Management | 43k | $1.2M | 2% | Dec 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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| Cottonwood Capital Advisors | 19k | $528k | 0% | Dec 2025 |
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| Goldman Sachs Group | 19k | $526k | 100% | Dec 2025 |
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| Susquehanna International | 19k | $511k | -63% | Dec 2025 |
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| Advisor Group Holdings | 18k | $500k | -80% | Dec 2025 |
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| HighTower Advisors | 17k | $460k | -15% | Dec 2025 |
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| Harvest Investment Services | 15k | $417k | 4% | Dec 2025 |
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| Jaffetilchin Investment Partners | 15k | $415k | -5% | Dec 2025 |
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| Citadel Advisors | 14k | $379k | 100% | Sep 2025 |
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| Private Advisor | 13k | $359k | 83% | Dec 2025 |
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| Mml Investors Services | 12k | $331k | 35% | Dec 2025 |
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| Jones Financial Companies, L.L | 12k | $324k | 31% | Sep 2025 |
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| Flow Traders US | 11k | $300k | 100% | Dec 2025 |
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| Tower Research Capital | 10k | $282k | 6% | Dec 2025 |
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| Icapital Wealth | 10k | $275k | 0% | Dec 2025 |
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| Private Trust Co Na | 10k | $273k | -3% | Dec 2025 |
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| Principal Securities | 9.8k | $276k | -12% | Sep 2025 |
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| Janney Montgomery Scott | 9.6k | $261k | 100% | Dec 2025 |
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| Jane Street | 9.4k | $257k | 100% | Dec 2025 |
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| Onyx Bridge Wealth Group | 8.9k | $243k | -7% | Dec 2025 |
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| Stratos Wealth Advisors | 8.7k | $236k | 1% | Dec 2025 |
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| RVW Wealth | 8.5k | $232k | 0% | Dec 2025 |
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| HPM Partners | 8.2k | $223k | -50% | Dec 2025 |
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| Kestra Advisory Services | 7.6k | $209k | 100% | Dec 2025 |
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| CLS Investments | 7.6k | $207k | -2% | Dec 2025 |
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| Brian McDonald | 6.0k | $164k | 400% | Dec 2025 |
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| CX Institutional | 3.4k | $92k | -67% | Dec 2025 |
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| Evelyn Partners Investment Management | 3.0k | $85k | 18% | Sep 2025 |
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| Evolution Wealth Management | 2.2k | $61k | 16% | Dec 2025 |
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| GAMMA Investing | 2.2k | $61k | -46% | Dec 2025 |
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| Financial Perspectives | 2.1k | $57k | 1% | Dec 2025 |
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| Ancora Advisors | 2.0k | $54k | 1% | Dec 2025 |
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| MTM Investment Management | 1.7k | $46k | -6% | Dec 2025 |
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| REAP Financial Group | 1.3k | $37k | -23% | Dec 2025 |
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| Goss Wealth Management | 1.3k | $35k | -34% | Dec 2025 |
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| GPS Wealth Strategies Group | 1.1k | $29k | -50% | Dec 2025 |
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| SRS Capital Advisors | 1.0k | $27k | 100% | Dec 2025 |
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| FMR | 503.00 | $14k | -13% | Sep 2025 |
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| Financial Gravity Wealth | 426.00 | $12k | -92% | Dec 2025 |
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| Rockefeller Capital Management | 275.00 | $7.5k | 1% | Dec 2025 |
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| Harbour Investments | 258.00 | $7.1k | -16% | Dec 2025 |
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| Geneos Wealth Management | 204.00 | $5.6k | 100% | Dec 2025 |
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| Millstone Evans Group | 200.00 | $5.5k | 0% | Dec 2025 |
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| CoreCap Advisors | 180.00 | $4.9k | -69% | Dec 2025 |
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| Pnc Financial Services | 173.00 | $4.7k | 0% | Dec 2025 |
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| CWM | 164.00 | $4.0k | -68% | Dec 2025 |
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| Reyes Financial Architecture | 80.00 | $2.2k | 100% | Dec 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 |
|---|---|---|---|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Sep 2025 | 15k | $430k |
| Commonwealth Equity Services | Sep 2025 | 9.9k | $278k |
| Envestnet Portfolio Solutions | Jun 2025 | 8.1k | $219k |
| Nbc Securities | Sep 2025 | 4.2k | $117k |
| Advisory Services Network | Sep 2025 | 193.00 | $5.4k |