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 | 644k | $20M | 13% | Jun 2026 |
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| TCP Asset Management | 563k | $18M | 4% | Jun 2026 |
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| Cetera Investment Advisers | 501k | $16M | 1% | Jun 2026 |
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| UBS Group | 280k | $8.9M | 133% | Jun 2026 |
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| Aft, Forsyth & Sober | 154k | $4.4M | 0% | Jun 2026 |
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| True Blue Financial | 123k | $3.9M | 14% | Jun 2026 |
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| Chicago Partners Investment | 77k | $2.5M | 0% | Jun 2026 |
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| Wells Fargo & Company | 75k | $2.4M | -4% | Jun 2026 |
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| Benjamin Edwards | 75k | $2.4M | -7% | Jun 2026 |
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| Goldman Sachs Group | 65k | $2.0M | 100% | Jun 2026 |
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| Envestnet Asset Management | 54k | $1.7M | 8% | Jun 2026 |
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| Bank of America Corporation | 45k | $1.4M | 2% | Jun 2026 |
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| Citadel Advisors | 45k | $1.4M | 100% | Jun 2026 |
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| Royal Bank of Canada | 45k | $1.4M | -10% | Jun 2026 |
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| Susquehanna International | 40k | $1.3M | 93% | Jun 2026 |
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| Maia Wealth | 34k | $1.1M | 20% | Jun 2026 |
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| Stifel Financial | 33k | $1.1M | 175% | Jun 2026 |
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| Raymond James Financial | 21k | $656k | -38% | Jun 2026 |
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| Cottonwood Capital Advisors | 19k | $587k | 1% | Jun 2026 |
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| Ameriprise Financial | 17k | $550k | 0% | Jun 2026 |
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| HighTower Advisors | 17k | $536k | 0% | Jun 2026 |
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| Advisor Group Holdings | 17k | $531k | 21% | Jun 2026 |
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| Jones Financial Companies, L.L | 17k | $535k | 23% | Jun 2026 |
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| Harvest Investment Services | 15k | $464k | -2% | Jun 2026 |
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| Commonwealth Equity Services | 13k | $424k | 100% | Jun 2026 |
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| Private Advisor | 13k | $416k | 0% | Jun 2026 |
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| AE Wealth Management | 13k | $412k | 11% | Jun 2026 |
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| RPg Family Wealth Advisory | 13k | $398k | 4% | Jun 2026 |
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| Jaffetilchin Investment Partners | 12k | $354k | -18% | Mar 2026 |
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| Risk Paradigm | 12k | $386k | 4% | Jun 2026 |
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| Mml Investors Services | 11k | $361k | 9% | Jun 2026 |
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| Icapital Wealth | 10k | $319k | 0% | Jun 2026 |
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| Private Trust Co Na | 10k | $317k | 0% | Jun 2026 |
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| Onyx Bridge Wealth Group | 8.9k | $281k | 0% | Jun 2026 |
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| Kestra Advisory Services | 8.5k | $269k | -13% | Jun 2026 |
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| HPM Partners | 8.2k | $259k | 0% | Jun 2026 |
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| Stratos Wealth Advisors | 8.1k | $255k | -7% | Jun 2026 |
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| Principal Securities | 7.6k | $242k | 0% | Jun 2026 |
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| RVW Wealth | 7.6k | $241k | -11% | Jun 2026 |
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| Janney Montgomery Scott | 6.5k | $207k | -26% | Jun 2026 |
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| Fifth Third Bancorp | 6.0k | $190k | 0% | Jun 2026 |
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| Nbc Securities | 4.2k | $132k | 0% | Jun 2026 |
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| GAMMA Investing | 3.1k | $98k | 0% | Jun 2026 |
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| Evelyn Partners Investment Management | 3.0k | $86k | 0% | Mar 2026 |
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| Bank Of Montreal | 2.8k | $79k | 100% | Mar 2026 |
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| Financial Perspectives | 2.1k | $66k | 0% | Jun 2026 |
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| Ancora Advisors | 2.0k | $63k | 1% | Jun 2026 |
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| Harbour Investments | 2.0k | $62k | -1% | Jun 2026 |
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| MTM Investment Management | 1.7k | $53k | 0% | Jun 2026 |
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| International Assets Investment Management | 1.3k | $42k | 100% | Jun 2026 |
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| IFG Advisory | 1.0k | $32k | 100% | Jun 2026 |
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| SRS Capital Advisors | 1.0k | $32k | 0% | Jun 2026 |
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| Goss Wealth Management | 979.00 | $31k | -14% | Jun 2026 |
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| REAP Financial Group | 895.00 | $28k | -33% | Jun 2026 |
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| CX Institutional | 733.00 | $23k | -97% | Jun 2026 |
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| Pnc Financial Services | 546.00 | $17k | 216% | Jun 2026 |
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| Geneos Wealth Management | 408.00 | $13k | 100% | Jun 2026 |
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| Farther Finance Advisors | 363.00 | $12k | 8% | Jun 2026 |
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| Benson Wealth Management | 265.00 | $8.4k | 0% | Jun 2026 |
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| Smartleaf Asset Management | 261.00 | $8.4k | 0% | Jun 2026 |
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| Rockefeller Capital Management | 241.00 | $7.6k | 0% | Jun 2026 |
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| FMR | 240.00 | $7.6k | -37% | Jun 2026 |
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| Millstone Evans Group | 200.00 | $6.3k | 0% | Jun 2026 |
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| Decker Retirement Planning | 170.00 | $5.4k | 100% | Jun 2026 |
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| CWM | 164.00 | $4.7k | 0% | Mar 2026 |
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| Global Retirement Partners | 150.00 | $4.8k | 100% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 130.00 | $4.1k | 12900% | Jun 2026 |
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| Financial Gravity Wealth | 122.00 | $3.5k | -71% | Mar 2026 |
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| CoreCap Advisors | 117.00 | $3.7k | 0% | Jun 2026 |
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| Continuum Advisory | 115.00 | $3.6k | 100% | Jun 2026 |
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| Jpmorgan Chase & Co | 48.00 | $0 | 100% | Jun 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 |
|---|---|---|---|
| Two Sigma Investments | Mar 2026 | 47k | $1.3M |
| Virtu Financial | Mar 2026 | 14k | $403k |
| Gateway Wealth Partners | Mar 2026 | 11k | $308k |
| Twin Peaks Wealth Advisors | Mar 2026 | 4.9k | $138k |
| Evolution Wealth Management | Mar 2026 | 2.3k | $67k |
| SBI Securities | Mar 2026 | 996.00 | $1.5k |
| Advisory Services Network | Mar 2026 | 193.00 | $5.5k |