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

First Trust S&P REIT Index Fund logo
$27.70 -0.13 (-0.47%)
Closing price 10/8/2025 04:10 PM Eastern
Extended Trading
$27.70 +0.00 (+0.02%)
As of 10/8/2025 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.
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Institutional Ownership Changes (13F Filings) for First Trust S&P REIT Index Fund (NYSEARCA:FRI)

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$48.19M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$29.88M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/7/2025 TCP Asset Management LLC342,523$9.63M1.7%+7.0%6.343%
9/4/2025Osaic Holdings Inc.144,875$3.92M0.0%-6.1%2.610%
8/29/2025Evolution Wealth Management Inc.1,930$52K0.1%N/A0.035%
8/15/2025Benjamin Edwards Inc.53,549$1.45M0.0%-60.4%0.965%
8/15/2025Bank of America Corp DE27,235$737K0.0%-4.4%0.491%
8/15/2025Ameriprise Financial Inc.22,328$604K0.0%-3.6%0.402%
8/14/2025Raymond James Financial Inc.110,493$2.99M0.0%+60.3%1.991%
8/14/2025Cerity Partners LLC30,401$822K0.0%+85.6%0.548%
8/13/2025Twin Peaks Wealth Advisors LLC4,953$133K0.0%N/A0.089%
8/13/2025Maia Wealth LLC16,700$452K0.1%-55.9%0.301%
8/12/2025 TCP Asset Management LLC319,983$8.66M1.7%+6.2%5.765%
8/8/2025MTM Investment Management LLC1,800$49K0.0%N/A0.032%
8/8/2025Cetera Investment Advisers482,629$13.06M0.0%-8.0%8.542%
8/6/2025AE Wealth Management LLC84,299$2.28M0.0%+7.8%1.492%
8/4/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors20,982$568K0.1%-4.2%0.371%
8/1/2025Envestnet Asset Management Inc.39,325$1.06M0.0%+5.0%0.696%
7/29/2025Chicago Partners Investment Group LLC85,814$2.38M0.1%-5.2%1.519%
7/29/2025Stratos Wealth Advisors LLC8,547$231K0.0%-16.9%0.151%
7/25/2025Envestnet Portfolio Solutions Inc.8,077$218K0.0%-38.3%0.143%
7/23/2025REAP Financial Group LLC1,562$42K0.0%-36.9%0.028%
7/16/2025CX Institutional5,550$150K0.0%-80.8%0.099%
7/11/2025CX 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%
4/22/2025Crumly & 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%
4/17/2025Janney Montgomery Scott LLC7,350$202K0.0%-19.7%0.131%
4/15/2025GPS Wealth Strategies Group LLC2,089$57K0.0%N/A0.037%
4/15/2025CX Institutional28,964$797K0.0%N/A0.517%
4/9/2025NBC Securities Inc.4,121$113K0.0%+102,925.0%0.074%
4/7/2025GAMMA Investing LLC111,938$3.08M0.0%+2,651.0%1.999%
2/25/2025Armis 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%
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%
2/3/2025Crumly & 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%
1/17/2025Janney 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%
11/1/2024Crumly & 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%
(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, 72 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 ($13.06M), TCP Asset Management LLC ($9.63M), Wells Fargo & Company MN ($3.94M), Osaic Holdings Inc. ($3.92M), 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 57 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: TCP Asset Management LLC ($342.52K), International Assets Investment Management LLC ($302.58K), LPL Financial LLC ($259.22K), Cetera Investment Advisers ($204.67K), Raymond James Financial Inc. ($193.74K), 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 1,732,637 shares in the last 24 months. This purchase volume represents approximately $48.19M in transactions.

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

Of the 28 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 ($89.96K), Benjamin Edwards Inc. ($85.99K), CX Institutional ($46.83K), Chicago Partners Investment Group LLC ($24.17K), and Maia Wealth LLC ($21.14K).

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

Institutional investors have sold a total of 1,091,351 shares in the last 24 months. This volume of shares sold represents approximately $29.88M in transactions.


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This page (NYSEARCA:FRI) was last updated on 10/9/2025 by MarketBeat.com Staff
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