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

First Trust S&P REIT Index Fund logo
$29.75 -0.02 (-0.07%)
Closing price 04:10 PM Eastern
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$29.76 +0.00 (+0.02%)
As of 07:30 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)
32
Total
Institutional Inflows
(last 12 months)
$16.18M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$19.66M
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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
9/23/2026Envestnet Asset Management Inc.53,540$1.70M0.0%+7.6%0.843%
9/9/2026Integrated Wealth Concepts LLC2,904$92K0.0%N/A0.048%
9/2/2026Citadel Advisors LLC44,642$1.42M0.0%N/A0.732%
8/20/2026RPg Family Wealth Advisory LLC12,549$398K0.1%+3.8%0.206%
8/20/2026Risk Paradigm Group LLC12,191$386K0.3%+3.9%0.200%
7/8/2026RVW Wealth LLC7,591$241K0.0%-10.7%0.132%
5/19/2026Western Wealth Management LLC2,350$67K0.0%N/A0.044%
5/19/2026Bank of America Corp DE44,591$1.27M0.0%-5.0%0.833%
5/18/2026Royal Bank of Canada49,614$1.41M0.0%-66.9%0.927%
5/15/2026Gateway Wealth Partners LLC10,820$308K0.0%N/A0.202%
5/13/2026Cetera Investment Advisers497,818$14.17M0.0%+0.5%9.305%
5/4/2026Chicago Partners Investment Group LLC76,885$2.31M0.0%-4.5%1.437%
5/1/2026Fifth Third Bancorp6,011$171K0.0%N/A0.112%
4/30/2026Kestra Advisory Services LLC9,761$278K0.0%+27.7%0.182%
4/24/2026True Blue Financial LLC108,408$3.09M2.4%+0.6%1.953%
4/22/2026Janney Montgomery Scott LLC8,819$251K0.0%-7.8%0.159%
4/17/2026Cottonwood Capital Advisors LLC18,405$524K0.4%-4.8%0.335%
2/18/2026Onyx Bridge Wealth Group LLC8,881$243K0.0%-7.5%0.159%
2/18/2026NewEdge Advisors LLC1,272$35K0.0%-33.7%0.023%
2/18/2026Maia Wealth LLC25,211$742K0.1%+14.6%0.450%
2/17/2026Cetera Investment Advisers495,468$13.53M0.0%-4.3%8.848%
2/17/2026Osaic Holdings Inc.18,271$499K0.0%-80.2%0.326%
2/17/2026Royal Bank of Canada149,934$4.10M0.0%+265.4%2.677%
2/16/2026MML Investors Services LLC12,125$331K0.0%+35.4%0.217%
2/16/2026Arax Advisory Partners1,000$27K0.0%N/A0.018%
2/13/2026Kestra Advisory Services LLC7,643$209K0.0%N/A0.136%
2/13/2026Stifel Financial Corp48,804$1.33M0.0%+261.4%0.872%
2/13/2026Wells Fargo & Company MN78,083$2.13M0.0%-37.1%1.394%
2/12/2026Bank of Montreal Can2,622$72K0.0%N/A0.047%
2/12/2026Principal Securities Inc.8,074$220K0.0%-17.7%0.144%
2/11/2026Janney Montgomery Scott LLC9,569$261K0.0%N/A0.171%
2/11/2026Cerity Partners LLC8,164$223K0.0%-50.5%0.146%
2/11/2026LPL Financial LLC577,491$15.77M0.0%-36.2%10.312%
2/10/2026REAP Financial Group LLC1,335$36K0.0%-23.1%0.024%
2/10/2026Goldman Sachs Group Inc.19,272$526K0.0%N/A0.344%
2/6/2026GPS Wealth Strategies Group LLC1,055$29K0.0%-49.8%0.019%
2/6/2026HighTower Advisors LLC16,854$460K0.0%-14.9%0.301%
2/5/2026TrueWealth Financial Partners107,723$2.94M2.4%N/A1.924%
2/2/2026Benjamin Edwards Inc.84,457$2.31M0.0%-14.8%1.508%
1/29/2026Comerica Bank6,011$164K0.0%+400.5%0.108%
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1/29/2026UBS Group AG121,773$3.33M0.0%-1.8%2.194%
1/28/2026Chicago Partners Investment Group LLC80,480$2.25M0.1%-4.0%1.450%
1/26/2026AE Wealth Management LLC94,060$2.57M0.0%+10.3%1.695%
1/15/2026Jaffetilchin Investment Partners LLC15,180$415K0.0%-4.8%0.274%
1/7/2026TCP Asset Management LLC380,093$10.38M1.7%+11.0%6.974%
1/5/2026GAMMA Investing LLC2,217$61K0.0%-45.5%0.041%
11/17/2025Harvest Investment Services LLC14,666$412K0.1%+3.0%0.277%
11/17/2025NewEdge Advisors LLC1,918$54K0.0%-17.2%0.036%
11/17/2025Susquehanna International Group LLP50,938$1.43M0.0%N/A0.961%
11/17/2025Citadel Advisors LLC13,479$379K0.0%N/A0.254%
11/17/2025Bank of America Corp DE28,665$806K0.0%+5.3%0.541%
11/17/2025Ameriprise Financial Inc.20,066$564K0.0%-10.1%0.379%
11/14/2025Raymond James Financial Inc.27,114$762K0.0%-75.5%0.512%
11/14/2025Maia Wealth LLC21,990$616K0.1%+31.7%0.415%
11/13/2025UBS Group AG124,003$3.49M0.0%-0.7%2.340%
11/13/2025Private Advisor Group LLC7,173$202K0.0%N/A0.135%
11/12/2025Orion Porfolio Solutions LLC7,719$217K0.0%N/A0.146%
11/6/2025Onyx Bridge Wealth Group LLC9,600$270K0.0%N/A0.181%
11/5/2025Envestnet Asset Management Inc.41,649$1.17M0.0%+5.9%0.786%
11/4/2025Jones Financial Companies Lllp11,623$324K0.0%+31.0%0.219%
11/3/2025AE Wealth Management LLC85,305$2.40M0.0%+1.2%1.610%
10/30/2025Chicago Partners Investment Group LLC83,812$2.35M0.1%-2.3%1.552%
10/24/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors15,294$430K0.1%-27.1%0.283%
10/23/2025Benjamin Edwards Inc.99,184$2.79M0.0%+85.2%1.837%
10/23/2025 CX Institutional10,161$286K0.0%+83.1%0.188%
10/7/2025TCP 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%
8/12/2025TCP 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%
7/16/2025 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%
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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%


FRI Institutional Ownership - Frequently Asked Questions

During the previous two years, 73 institutional investors and hedge funds held shares of First Trust S&P REIT Index Fund. The most heavily invested institutionals were LPL Financial LLC ($15.77M), Cetera Investment Advisers ($14.17M), TCP Asset Management LLC ($10.38M), UBS Group AG ($3.33M), True Blue Financial LLC ($3.09M), TrueWealth Financial Partners ($2.94M), and Vestmark Advisory Solutions Inc. ($2.73M).Learn more on First Trust S&P REIT Index Fund's institutional investors.

Of the 63 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 ($380.09K), Raymond James Financial Inc. ($193.74K), Benjamin Edwards Inc. ($185.18K), Cetera Investment Advisers ($164.20K), Crumly & Associates Inc. ($146.92K), Citadel Advisors LLC ($116.53K), and Royal Bank of Canada ($108.90K).

Institutional investors have bought a total of 578,518 shares in the last 24 months. This purchase volume represents approximately $16.18M in transactions.

Of the 24 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 ($328.31K), Royal Bank of Canada ($100.32K), Raymond James Financial Inc. ($83.38K), Osaic Holdings Inc. ($74.08K), Wells Fargo & Company MN ($45.96K), Cetera Investment Advisers ($22.00K), and Benjamin Edwards Inc. ($14.73K).

Institutional investors have sold a total of 712,552 shares in the last 24 months. This volume of shares sold represents approximately $19.66M in transactions.


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Institutional ownership data for NYSEARCA:FRI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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