Free Trial
→ A grave, grave error. (From Porter & Company) (Ad) Free FRI Stock Alerts

First Trust S&P REIT Index Fund (FRI) Institutional Ownership

First Trust S&P REIT Index Fund logo
$27.21 +0.05 (+0.18%)
Closing price 07/18/2025 04:10 PM Eastern
Extended Trading
$27.21 0.00 (0.00%)
As of 07/18/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for First Trust S&P REIT Index Fund (NYSEARCA:FRI)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$47.70M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$25.32M
Get FRI Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust S&P REIT Index Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FRI Institutional Buying and Selling by Quarter

First Trust S&P REIT Index Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/16/2025 CX Institutional5,550$150K0.0%-80.8%0.099%
7/11/2025 CX Institutional5,550$150K0.0%-80.8%0.100%
5/19/2025Jane Street Group LLC8,549$235K0.0%N/A0.157%
5/16/2025Jones Financial Companies Lllp6,476$178K0.0%-15.7%0.119%
5/16/2025NewEdge Advisors LLC2,315$64K0.0%-26.8%0.042%
5/15/2025Royal Bank of Canada45,748$1.26M0.0%-22.8%0.839%
5/12/2025Maia Wealth LLC37,844$976K0.2%+17.3%0.694%
5/12/2025Virtu Financial LLC13,784$379K0.0%-48.0%0.253%
5/12/2025Benjamin Edwards Inc.135,268$3.72M0.1%+467.5%2.482%
5/9/2025Chicago Partners Investment Group LLC90,552$2.45M0.1%-14.0%1.662%
5/7/2025LPL Financial LLC850,251$23.39M0.0%+8.2%15.601%
5/7/2025Inspire Advisors LLC15,068$415K0.0%-8.0%0.276%
5/6/2025Cetera Investment Advisers524,368$14.43M0.0%-8.4%9.621%
5/6/2025AE Wealth Management LLC78,192$2.15M0.0%+3.0%1.435%
4/29/2025Envestnet Asset Management Inc.37,467$1.03M0.0%-24.2%0.687%
4/28/2025TCP Asset Management LLC301,413$8.29M1.9%+3.8%5.531%
4/24/2025Jaffetilchin Investment Partners LLC17,203$473K0.0%-4.6%0.307%
4/23/2025Cottonwood Capital Advisors LLC19,266$530K0.4%-5.2%0.344%
4/22/2025 Crumly & Associates Inc.13,906$383K0.1%-90.4%0.248%
4/21/2025Envestnet Portfolio Solutions Inc.13,092$360K0.0%-15.9%0.234%
4/18/2025Financial Perspectives Inc2,045$56K0.0%+44.7%0.037%
4/17/2025 Janney Montgomery Scott LLC7,350$202K0.0%-19.7%0.131%
4/15/2025GPS Wealth Strategies Group LLC2,089$57K0.0%N/A0.037%
4/15/2025 CX Institutional28,964$797K0.0%N/A0.517%
4/9/2025 NBC Securities Inc.4,121$113K0.0%+102,925.0%0.074%
4/7/2025 GAMMA Investing LLC111,938$3.08M0.0%+2,651.0%1.999%
2/25/2025 Armis Advisers LLC8,491$232K0.0%N/A0.189%
2/17/2025D. E. Shaw & Co. Inc.10,469$287K0.0%N/A0.233%
2/17/2025Cetera Investment Advisers572,588$15.67M0.0%+39.4%12.724%
2/17/2025Citadel Advisors LLC58,408$1.60M0.0%N/A1.298%
2/17/2025Baird Financial Group Inc.10,752$294K0.0%+15.5%0.239%
2/17/2025Benjamin Edwards Inc.23,835$653K0.0%-15.2%0.530%
2/17/2025Ameriprise Financial Inc.21,036$576K0.0%-3.9%0.467%
2/14/2025Harvest Investment Services LLC14,300$391K0.1%+5.2%0.318%
2/14/2025Stifel Financial Corp94,980$2.60M0.0%-1.6%2.111%
2/14/2025Tower Research Capital LLC TRC 23,737$650K0.0%+6,146.6%0.527%
2/13/2025NewEdge Advisors LLC3,162$87K0.0%-11.4%0.070%
2/13/2025Jaffetilchin Investment Partners LLC18,038$494K0.0%+2.4%0.401%
2/13/2025Raymond James Financial Inc.76,096$2.08M0.0%N/A1.691%
2/13/2025Envestnet Asset Management Inc.49,414$1.35M0.0%+3.2%1.098%
Banks aren’t ready for this altcoin—are you? (Ad)

The Secret Crypto That Billionaires Are Hoarding When these hit, the current price will look like pocket change.

Discover the protocol that crypto whales are secretly accumulating...
2/13/2025Wells Fargo & Company MN143,872$3.94M0.0%+9.8%3.197%
2/11/2025LPL Financial LLC785,874$21.51M0.0%-42.7%17.464%
2/11/2025Virtu Financial LLC26,511$726K0.0%N/A0.589%
2/10/2025Envestnet Portfolio Solutions Inc.15,567$426K0.0%+6.8%0.346%
2/10/2025Commonwealth Equity Services LLC33,128$907K0.0%+3.3%0.736%
2/10/2025RPg Family Wealth Advisory LLC17,835$488K0.2%+38.2%0.396%
2/7/2025HighTower Advisors LLC19,730$540K0.0%-30.0%0.438%
2/7/2025Inspire Advisors LLC16,384$448K0.1%N/A0.364%
2/7/2025Independent Advisor Alliance55,366$1.52M0.0%N/A1.230%
2/7/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors22,032$603K0.1%-9.6%0.490%
2/6/2025Vestmark Advisory Solutions Inc.99,659$2.73M0.1%+1.0%2.215%
2/6/2025Raymond James Financial Inc.76,096$2.08M0.0%N/A1.691%
2/6/2025Jones Financial Companies Lllp7,685$210K0.0%+2,316.7%0.171%
2/5/2025Maia Wealth LLC32,252$903K0.2%+157.5%0.717%
2/5/2025Private Trust Co. NA10,118$277K0.0%-4.6%0.225%
2/3/2025 Crumly & Associates Inc.145,311$3.98M1.1%-1.1%3.229%
2/3/2025RPS Advisory Solutions LLC51,206$1.40M0.9%N/A1.138%
2/3/2025Private Advisor Group LLC8,636$236K0.0%+17.6%0.192%
1/30/2025Principal Securities Inc.11,598$317K0.0%+7.0%0.258%
1/24/2025Chicago Partners Investment Group LLC105,331$2.84M0.1%-0.4%2.341%
1/21/2025Cottonwood Capital Advisors LLC20,327$556K0.4%-4.8%0.452%
1/17/2025 Janney Montgomery Scott LLC9,156$251K0.0%-43.8%0.203%
1/16/2025RiverTree Advisors LLC39,474$1.08M0.7%N/A0.877%
1/15/2025TCP Asset Management LLC290,400$7.95M1.8%N/A6.453%
11/15/2024Stifel Financial Corp96,567$2.86M0.0%+59.6%2.146%
11/15/2024Benjamin Edwards Inc.28,110$833K0.0%N/A0.625%
11/14/2024L.M. Kohn & Company13,500$400K0.1%N/A0.300%
11/14/2024RPg Family Wealth Advisory LLC12,909$383K0.1%-25.6%0.287%
11/13/2024Private Trust Co. NA10,603$314K0.0%+3.7%0.236%
11/4/2024Cottonwood Capital Advisors LLC21,346$633K0.5%-22.7%0.474%
11/1/2024 Crumly & Associates Inc.146,915$4.36M1.2%N/A3.265%
10/30/2024Maia Wealth LLC12,524$370K0.1%N/A0.278%
10/29/2024Chicago Partners Investment Group LLC105,701$3.13M0.1%-3.9%2.349%
10/25/2024Twin Peaks Wealth Advisors LLC7,381$219K0.1%-32.7%0.164%
10/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors24,375$722K0.1%+5.9%0.542%
10/22/2024International Assets Investment Management LLC80,799$2.40M0.0%+2,864.0%1.796%
10/22/2024Private Advisor Group LLC7,346$218K0.0%N/A0.163%
8/22/2024Cetera Investment Advisers75,209$1.93M0.0%+132.2%1.671%
8/13/2024AE Wealth Management LLC73,814$1.90M0.0%+173.4%1.640%
8/13/2024Benjamin F. Edwards & Company Inc.25,421$653K0.0%+5.3%0.565%
8/12/2024RPg Family Wealth Advisory LLC17,358$446K0.1%+28.6%0.386%
8/9/2024Financial Perspectives Inc1,411$36K0.0%N/A0.031%
7/31/2024Commonwealth Equity Services LLC30,936$794K0.0%+5.1%0.687%
7/30/2024Jaffetilchin Investment Partners LLC17,304$444K0.0%-4.4%0.385%
7/30/2024International Assets Investment Management LLC2,726$70K0.0%N/A0.061%
7/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors23,019$591K0.1%+2.1%0.512%
7/17/2024Cottonwood Capital Advisors LLC27,605$709K0.6%-2.4%0.613%
7/2/2024 GAMMA Investing LLC4,069$104K0.0%N/A0.090%
5/24/2024Cetera Advisors LLC20,074$522K0.0%+47.7%0.446%
5/20/2024Virtu Financial LLC9,993$260K0.0%N/A0.222%
A grave, grave error. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
5/17/2024Comerica Bank1,189$31K0.0%N/A0.026%
5/17/2024Jaffetilchin Investment Partners LLC18,104$471K0.0%-5.9%0.402%
5/6/2024Envestnet Portfolio Solutions Inc.12,602$328K0.0%+14.1%0.277%
5/1/2024StoneX Group Inc.14,840$386K0.0%N/A0.326%
5/1/2024 Janney Montgomery Scott LLC9,000$234K0.0%+5.9%0.198%
4/30/2024Hartline Investment Corp22,556$586K0.1%N/A0.496%
4/30/2024Commonwealth Equity Services LLC29,433$765K0.0%-2.6%0.647%
4/29/2024Benjamin F. Edwards & Company Inc.24,148$628K0.0%+35.5%0.531%
4/26/2024Cottonwood Capital Advisors LLC28,274$688K0.5%-4.1%0.621%
4/16/2024 Register Financial Advisors LLC4,658$121K0.1%N/A0.094%
(Data available from 1/1/2016 forward)

FRI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FRI shares?

During the previous two years, 67 institutional investors and hedge funds held shares of First Trust S&P REIT Index Fund. The most heavily invested institutionals were LPL Financial LLC ($23.39M), Cetera Investment Advisers ($14.43M), TCP Asset Management LLC ($8.29M), Wells Fargo & Company MN ($3.94M), Benjamin Edwards Inc. ($3.72M), UBS Group AG ($3.09M), and GAMMA Investing LLC ($3.08M).Learn more on First Trust S&P REIT Index Fund's institutional investors.

Which institutional investors have been buying First Trust S&P REIT Index Fund's stock?

Of the 55 institutional investors that purchased First Trust S&P REIT Index Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($555.10K), International Assets Investment Management LLC ($302.58K), TCP Asset Management LLC ($301.41K), Cetera Investment Advisers ($204.67K), Raymond James Financial Inc. ($152.19K), Crumly & Associates Inc. ($146.92K), and Benjamin Edwards Inc. ($139.54K).

How much institutional buying is happening at First Trust S&P REIT Index Fund?

Institutional investors have bought a total of 1,720,191 shares in the last 24 months. This purchase volume represents approximately $47.70M in transactions.

Which of First Trust S&P REIT Index Fund's major shareholders have been selling company stock?

Of the 23 institutional investors that sold First Trust S&P REIT Index Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($585.88K), Crumly & Associates Inc. ($133.01K), Cetera Investment Advisers ($48.22K), CX Institutional ($46.83K), Chicago Partners Investment Group LLC ($19.43K), Royal Bank of Canada ($13.50K), and Virtu Financial LLC ($12.73K).

How much institutional selling is happening at First Trust S&P REIT Index Fund?

Institutional investors have sold a total of 922,744 shares in the last 24 months. This volume of shares sold represents approximately $25.32M in transactions.


Related Companies

This page (NYSEARCA:FRI) was last updated on 7/19/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
[No Brainer Gold Play]: “Show me a better investment.”
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsored
Google did what!?!?
A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...
Stansberry Research | Sponsored
Turn $1K into $50K with This DeFi Gem
I've never been more confident about a DeFi opportunity. This isn't about complex trading or risky bets. Th...
Crypto 101 Media | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored