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

First Trust S&P REIT Index Fund logo
$27.23 +0.38 (+1.42%)
As of 05/2/2025 04:10 PM Eastern
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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)
41
Total
Institutional Inflows
(last 12 months)
$43.01M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$21.55M
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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
4/29/2025 Envestnet Asset Management Inc.37,467$1.03M0.0%-24.2%0.687%
4/28/2025 TCP Asset Management LLC301,413$8.29M1.9%+3.8%5.531%
4/24/2025 Jaffetilchin Investment Partners LLC17,203$473K0.0%-4.6%0.307%
4/23/2025 Cottonwood Capital Advisors LLC19,266$530K0.4%-5.2%0.344%
4/22/2025 Crumly & Associates Inc.13,906$383K0.1%-90.4%0.248%
4/21/2025 Envestnet Portfolio Solutions Inc.13,092$360K0.0%-15.9%0.234%
4/18/2025 Financial Perspectives Inc2,045$56K0.0%+44.7%0.037%
4/17/2025 Janney Montgomery Scott LLC7,350$202K0.0%-19.7%0.131%
4/15/2025 GPS 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%
2/25/2025Armis 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%
2/13/2025 Jaffetilchin Investment Partners LLC18,038$494K0.0%+2.4%0.401%
2/13/2025Raymond James Financial Inc.76,096$2.08M0.0%N/A1.691%
2/13/2025 Envestnet 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%
2/10/2025 Envestnet 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%
2/7/2025 Bay 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%
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2/5/2025 Private 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%
1/30/2025 Principal 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%
1/21/2025 Cottonwood Capital Advisors LLC20,327$556K0.4%-4.8%0.452%
1/17/2025 Janney Montgomery Scott LLC9,156$251K0.0%-43.8%0.203%
1/16/2025 RiverTree Advisors LLC39,474$1.08M0.7%N/A0.877%
1/15/2025 TCP 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%
11/14/2024 L.M. Kohn & Company13,500$400K0.1%N/A0.300%
11/14/2024RPg Family Wealth Advisory LLC12,909$383K0.1%-25.6%0.287%
11/13/2024 Private Trust Co. NA10,603$314K0.0%+3.7%0.236%
11/4/2024 Cottonwood 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%
10/25/2024 Twin Peaks Wealth Advisors LLC7,381$219K0.1%-32.7%0.164%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors24,375$722K0.1%+5.9%0.542%
10/22/2024 International 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%
8/9/2024 Financial Perspectives Inc1,411$36K0.0%N/A0.031%
7/31/2024Commonwealth Equity Services LLC30,936$794K0.0%+5.1%0.687%
7/30/2024 Jaffetilchin Investment Partners LLC17,304$444K0.0%-4.4%0.385%
7/30/2024 International Assets Investment Management LLC2,726$70K0.0%N/A0.061%
7/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors23,019$591K0.1%+2.1%0.512%
7/17/2024 Cottonwood 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%
5/17/2024Comerica Bank1,189$31K0.0%N/A0.026%
5/17/2024 Jaffetilchin Investment Partners LLC18,104$471K0.0%-5.9%0.402%
5/6/2024 Envestnet 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%
4/30/2024 Hartline 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%
4/26/2024 Cottonwood Capital Advisors LLC28,274$688K0.5%-4.1%0.621%
4/16/2024 Register Financial Advisors LLC4,658$121K0.1%N/A0.094%
3/22/2024PNC Financial Services Group Inc.2,070$54K0.0%-17.9%0.042%
2/23/2024Chicago Partners Investment Group LLC116,999$2.95M0.1%-1.2%2.364%
2/8/2024 Financial Advocates Investment Management25,264$663K0.0%-18.5%0.510%
2/7/2024 Envestnet Portfolio Solutions Inc.11,049$290K0.0%-15.8%0.223%
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2/7/2024 Principal Securities Inc.11,184$293K0.0%N/A0.226%
2/6/2024Vestmark Advisory Solutions Inc.95,025$2.49M0.1%+2.3%1.920%
2/6/2024Benjamin F. Edwards & Company Inc.17,823$468K0.0%+9.2%0.360%
1/26/2024 Cerity Partners LLC16,006$420K0.0%N/A0.323%
1/25/2024 International Assets Investment Management LLC110,890$2.91M0.0%N/A2.240%
1/24/2024 Stratos Wealth Advisors LLC8,972$235K0.0%N/A0.181%
1/24/2024 International Assets Investment Management LLC110,890$2.91M0.0%N/A2.240%
1/24/2024 Private Trust Co. NA10,612$278K0.0%+13.1%0.214%
1/23/2024RPg Family Wealth Advisory LLC17,095$449K0.2%+9.1%0.345%
1/17/2024 Twin Peaks Wealth Advisors LLC9,870$259K0.2%N/A0.199%
(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, 66 institutional investors and hedge funds held shares of First Trust S&P REIT Index Fund. The most heavily invested institutionals were LPL Financial LLC ($21.51M), Cetera Investment Advisers ($15.67M), TCP Asset Management LLC ($8.29M), Wells Fargo & Company MN ($3.94M), UBS Group AG ($3.09M), GAMMA Investing LLC ($3.08M), and Chicago Partners Investment Group LLC ($2.84M).Learn more on FRI's institutional investors.

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

Of the 54 institutional investors that purchased First Trust S&P REIT Index Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($583.11K), 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 GAMMA Investing LLC ($111.94K).

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

Institutional investors have bought a total of 2,605,067 shares in the last 24 months. This purchase volume represents approximately $68.96M in transactions.

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

Of the 31 institutional investors that sold First Trust S&P REIT Index Fund 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), Envestnet Asset Management Inc. ($67.27K), Raymond James & Associates ($36.12K), Fischer Investment Strategies LLC ($17.68K), Tower Research Capital LLC TRC ($15.62K), and Cottonwood Capital Advisors LLC ($13.82K).

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

Institutional investors have sold a total of 956,164 shares in the last 24 months. This volume of shares sold represents approximately $25.72M in transactions.


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This page (NYSEARCA:FRI) was last updated on 5/3/2025 by MarketBeat.com Staff
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