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

First Trust S&P REIT Index Fund logo
$28.22 -0.11 (-0.39%)
(As of 12/17/2024 ET)
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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)
29
Total
Institutional Inflows
(last 12 months)
$21.27M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$1.40M
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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
11/15/2024 Stifel Financial Corp96,567$2.86M0.0%+59.6%2.146%
11/15/2024 Benjamin Edwards Inc.28,110$833K0.0%N/A0.625%
11/14/2024 L.M. Kohn & Company13,500$400K0.1%N/A0.300%
11/14/2024 RPg 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%
10/30/2024 Maia Wealth LLC12,524$370K0.1%N/A0.278%
10/29/2024 Chicago 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%
10/22/2024 Private Advisor Group LLC7,346$218K0.0%N/A0.163%
8/22/2024 Cetera Investment Advisers75,209$1.93M0.0%+132.2%1.671%
8/13/2024 AE 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%
8/12/2024 RPg 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%
7/30/2024 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%
5/20/2024 Virtu Financial LLC9,993$260K0.0%N/A0.222%
5/17/2024 Comerica 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%
5/1/2024 StoneX 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%
3/22/2024 PNC Financial Services Group Inc.2,070$54K0.0%-17.9%0.042%
2/23/2024 Chicago 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%
2/6/2024 Vestmark 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%
1/24/2024Stratos 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%
1/23/2024 RPg 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%
1/16/2024Raymond James & Associates10,590$278K0.0%-62.5%0.214%
1/8/2024 RVW Wealth LLC8,965$235K0.0%-4.2%0.181%
11/14/2023 Tower Research Capital LLC TRC 26,623$608K0.0%+146.4%0.538%
11/13/2023 LPL Financial LLC1,127,545$25.76M0.0%+20.9%22.779%
11/13/2023 RPg Family Wealth Advisory LLC15,664$358K0.1%+14.2%0.316%
11/13/2023 Envestnet Portfolio Solutions Inc.13,123$300K0.0%N/A0.265%
11/13/2023 Kestra Advisory Services LLC18,880$431K0.0%+79.0%0.381%
11/13/2023 PNC Financial Services Group Inc.2,521$58K0.0%-45.0%0.051%
11/9/2023 Fischer Investment Strategies LLC54,861$1.25M1.3%-24.4%1.108%
11/9/2023 UBS Group AG135,026$3.09M0.0%-4.1%2.728%
11/8/2023 Janney Montgomery Scott LLC9,663$221K0.0%N/A0.195%
11/6/2023 Vestmark Advisory Solutions Inc.92,896$2.12M0.2%-9.9%1.877%
11/6/2023 Cottonwood Capital Advisors LLC29,714$679K0.6%-6.3%0.600%
11/4/2023 NBC Securities Inc.4,092$93K0.0%N/A0.083%
10/27/2023 Financial Advocates Investment Management30,994$708K0.1%+4.4%0.626%
10/26/2023 Chicago Partners Investment Group LLC118,455$2.57M0.1%+1.4%2.393%
10/25/2023 Bensler LLC8,758$200K0.0%-16.8%0.177%
10/24/2023Raymond James & Associates28,230$645K0.0%-5.2%0.570%
10/23/2023Commonwealth Equity Services LLC37,103$848K0.0%-3.8%0.750%
10/18/2023 Private Trust Co. NA9,386$214K0.0%+15.5%0.190%
10/17/2023 DAVENPORT & Co LLC9,126$209K0.0%N/A0.184%
10/13/2023 Global Retirement Partners LLC4,354$97K0.0%-11.0%0.088%
10/11/2023 AE Wealth Management LLC33,692$770K0.0%+8.5%0.681%
10/10/2023Householder Group Estate & Retirement Specialist LLC5,046$115K0.0%N/A0.102%
8/10/2023 Cetera Investment Advisers30,597$753K0.0%-9.6%0.637%
8/8/2023 Chicago Partners Investment Group LLC116,831$2.94M0.2%+3.4%2.434%
8/7/2023 Vestmark Advisory Solutions Inc.103,114$2.54M0.1%+95.2%2.148%
8/4/2023 Envestnet Asset Management Inc.64,424$1.59M0.0%-46.2%1.342%
8/4/2023 Cottonwood Capital Advisors LLC31,722$781K0.7%-4.8%0.661%
7/31/2023 LPL Financial LLC932,701$22.96M0.0%+46.5%19.431%
7/25/2023Raymond James & Associates29,773$733K0.0%-36.3%0.620%
7/20/2023 Global Retirement Partners LLC4,894$120K0.0%-14.8%0.102%
7/17/2023 Beacon Financial Advisory LLC10,124$249K0.1%-21.9%0.211%
5/11/2023 Jaffetilchin Investment Partners LLC13,503$329K0.0%-7.5%0.262%
5/11/2023 Cerity Partners LLC15,833$386K0.0%-4.4%0.307%
5/11/2023 Financial Advocates Investment Management30,429$741K0.1%+13.8%0.591%
5/10/2023 LPL Financial LLC636,822$15.51M0.0%+17.0%12.365%
5/9/2023 Tower Research Capital LLC TRC 18,922$461K0.0%-45.2%0.367%
5/9/2023 Vestmark Advisory Solutions Inc.52,829$1.29M0.1%+43.1%1.026%
5/1/2023Truadvice LLC9,258$227K0.1%N/A0.180%
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4/27/2023 Bensler LLC10,824$264K0.1%-23.9%0.210%
4/27/2023 DAVENPORT & Co LLC8,469$206K0.0%N/A0.164%
4/26/2023 Chicago Partners Investment Group LLC112,950$2.72M0.2%+2.7%2.193%
4/19/2023 RPg Family Wealth Advisory LLC13,795$336K0.2%N/A0.268%
4/14/2023 AE Wealth Management LLC31,439$766K0.0%-8.6%0.610%
4/14/2023Raymond James Financial Services Advisors Inc.108,120$2.63M0.0%-10.9%2.099%
4/14/2023Raymond James & Associates46,705$1.14M0.0%-8.5%0.907%
4/13/2023Householder Group Estate & Retirement Specialist LLC2,756$67K0.0%N/A0.054%
4/12/2023 Private Trust Co. NA8,134$198K0.0%+264.1%0.158%
4/11/2023 RVW Wealth LLC9,242$225K0.0%-4.4%0.179%
(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, 55 institutional investors and hedge funds held shares of First Trust S&P REIT Index Fund. The most heavily invested institutionals were LPL Financial LLC ($25.76M), Crumly & Associates Inc. ($4.36M), Chicago Partners Investment Group LLC ($3.13M), UBS Group AG ($3.09M), Stifel Financial Corp ($2.86M), Raymond James Financial Services Advisors Inc. ($2.63M), and Vestmark Advisory Solutions Inc. ($2.49M).Learn more on FRI's institutional investors.

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

Of the 44 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 ($678.01K), International Assets Investment Management LLC ($302.58K), Crumly & Associates Inc. ($146.92K), Vestmark Advisory Solutions Inc. ($82.86K), AE Wealth Management LLC ($49.45K), Cetera Investment Advisers ($42.82K), and Stifel Financial Corp ($36.06K).

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

Institutional investors have bought a total of 1,709,279 shares in the last 24 months. This purchase volume represents approximately $43.73M in transactions.

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

Of the 28 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: Envestnet Asset Management Inc. ($55.32K), AE Wealth Management LLC ($52.60K), Raymond James & Associates ($47.50K), Raymond James Financial Services Advisors Inc. ($27.64K), Fischer Investment Strategies LLC ($17.68K), Tower Research Capital LLC TRC ($15.62K), and RVW Wealth LLC ($14.73K).

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

Institutional investors have sold a total of 340,254 shares in the last 24 months. This volume of shares sold represents approximately $8.35M in transactions.


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This page (NYSEARCA:FRI) was last updated on 12/18/2024 by MarketBeat.com Staff
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