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 | 1.0M | $29M | 7% | Mar 2026 |
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| LPL Financial | 570k | $16M | -1% | Mar 2026 |
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| TCP Asset Management | 543k | $16M | 43% | Mar 2026 |
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| Cetera Investment Advisers | 498k | $14M | 0% | Mar 2026 |
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| Aft, Forsyth & Sober | 160k | $4.4M | -67% | Dec 2025 |
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| UBS Group | 120k | $3.4M | -1% | Mar 2026 |
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| True Blue Financial | 108k | $3.1M | 100% | Mar 2026 |
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| Benjamin Edwards | 81k | $2.3M | -4% | Mar 2026 |
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| Wells Fargo & Company | 78k | $2.2M | 0% | Mar 2026 |
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| Chicago Partners Investment | 77k | $2.3M | -4% | Mar 2026 |
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| Envestnet Asset Management | 50k | $1.4M | 17% | Mar 2026 |
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| Royal Bank of Canada | 50k | $1.4M | 21% | Mar 2026 |
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| Raymond James Financial | 47k | $1.3M | 72% | Dec 2025 |
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| Two Sigma Investments | 47k | $1.3M | 35% | Mar 2026 |
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| Bank of America Corporation | 45k | $1.3M | 100% | Mar 2026 |
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| Maia Wealth | 28k | $799k | 11% | Mar 2026 |
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| CX Institutional | 28k | $790k | 727% | Mar 2026 |
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| Susquehanna International | 19k | $511k | -63% | Dec 2025 |
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| Cottonwood Capital Advisors | 18k | $524k | -5% | Mar 2026 |
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| Advisor Group Holdings | 18k | $500k | -80% | Dec 2025 |
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| Ameriprise Financial | 17k | $493k | -3% | Mar 2026 |
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| HighTower Advisors | 17k | $480k | 0% | Mar 2026 |
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| Harvest Investment Services | 15k | $417k | 4% | Dec 2025 |
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| Private Advisor | 13k | $372k | -1% | Mar 2026 |
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| Jaffetilchin Investment Partners | 12k | $354k | -18% | Mar 2026 |
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| Stifel Financial | 12k | $344k | -75% | Mar 2026 |
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| AE Wealth Management | 12k | $332k | -88% | Mar 2026 |
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| Gateway Wealth Partners | 11k | $308k | 100% | Mar 2026 |
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| Mml Investors Services | 11k | $298k | -14% | Mar 2026 |
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| Tower Research Capital | 10k | $282k | 6% | Dec 2025 |
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| Icapital Wealth | 10k | $286k | 0% | Mar 2026 |
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| Private Trust Co Na | 10k | $297k | 0% | Mar 2026 |
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| Jones Financial Companies, L.L | 9.9k | $272k | -14% | Dec 2025 |
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| Kestra Advisory Services | 9.8k | $278k | 28% | Mar 2026 |
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| Onyx Bridge Wealth Group | 8.9k | $252k | 0% | Mar 2026 |
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| Janney Montgomery Scott | 8.8k | $251k | -8% | Mar 2026 |
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| Stratos Wealth Advisors | 8.7k | $247k | 0% | Mar 2026 |
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| RVW Wealth | 8.5k | $242k | 0% | Mar 2026 |
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| HPM Partners | 8.2k | $232k | 0% | Mar 2026 |
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| Principal Securities | 7.6k | $217k | -6% | Mar 2026 |
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| Fifth Third Bancorp | 6.0k | $171k | 100% | Mar 2026 |
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| Brian McDonald | 6.0k | $164k | 400% | Dec 2025 |
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| Twin Peaks Wealth Advisors | 4.9k | $138k | 100% | Mar 2026 |
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| Nbc Securities | 4.2k | $119k | 0% | Mar 2026 |
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| GAMMA Investing | 3.1k | $88k | 39% | Mar 2026 |
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| Evelyn Partners Investment Management | 3.0k | $82k | 0% | Dec 2025 |
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| Bank Of Montreal | 2.8k | $79k | 100% | Mar 2026 |
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| Western Wealth Management | 2.4k | $67k | 100% | Mar 2026 |
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| Evolution Wealth Management | 2.3k | $67k | 5% | Mar 2026 |
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| Financial Perspectives | 2.1k | $59k | 0% | Mar 2026 |
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| Ancora Advisors | 2.0k | $57k | 0% | Mar 2026 |
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| Harbour Investments | 2.0k | $56k | 663% | Mar 2026 |
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| MTM Investment Management | 1.7k | $48k | 0% | Mar 2026 |
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| REAP Financial Group | 1.3k | $38k | 0% | Mar 2026 |
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| GPS Wealth Strategies Group | 1.1k | $29k | -50% | Dec 2025 |
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| SRS Capital Advisors | 1.0k | $29k | 0% | Mar 2026 |
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| SBI Securities | 996.00 | $1.5k | 100% | Mar 2026 |
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| FMR | 410.00 | $11k | -18% | Dec 2025 |
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| Farther Finance Advisors | 336.00 | $9.6k | 100% | Mar 2026 |
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| Benson Wealth Management | 265.00 | $7.5k | 100% | Mar 2026 |
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| Smartleaf Asset Management | 261.00 | $7.3k | -4% | Mar 2026 |
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| Rockefeller Capital Management | 240.00 | $6.8k | -13% | Mar 2026 |
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| Geneos Wealth Management | 204.00 | $5.8k | 0% | Mar 2026 |
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| Millstone Evans Group | 200.00 | $5.7k | 0% | Mar 2026 |
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| Pnc Financial Services | 173.00 | $4.9k | 0% | Mar 2026 |
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| CWM | 164.00 | $4.0k | -68% | Dec 2025 |
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| Financial Gravity Wealth | 122.00 | $3.5k | -71% | Mar 2026 |
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| CoreCap Advisors | 117.00 | $3.3k | -35% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 1.00 | $28.000000 | 100% | Mar 2026 |
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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 |
|---|---|---|---|
| TrueWealth Financial Partners | Dec 2025 | 108k | $2.9M |
| Goldman Sachs Group | Dec 2025 | 19k | $526k |
| Flow Traders US | Dec 2025 | 11k | $300k |
| Jane Street | Dec 2025 | 9.4k | $257k |
| CLS Investments | Dec 2025 | 7.6k | $207k |
| Goss Wealth Management | Dec 2025 | 1.3k | $35k |
| Advisory Services Network | Sep 2025 | 193.00 | $5.4k |
| Reyes Financial Architecture | Dec 2025 | 80.00 | $2.2k |