First Trust S&P REIT Index Fund(FRI)

$31.20—Stale · unknown old

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First Trust S&P REIT Index Fund(FRI)

NYSE • Last print unknown ago

$31.20—Stale · unknown old

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FRI(FRI)

FRI

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Institutional Ownership

Top 128 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	856.68K	Jun 30, 26	-164.13K	15.37%
LPL Financial LLC	643.82K	Jun 30, 26	+73.42K	11.55%
TCP Asset Management, LLC	562.59K	Jun 30, 26	+19.57K	10.09%
Cetera Investment Advisers	500.46K	Jun 30, 26	+2.64K	8.98%
UBS Group AG	279.87K	Jun 30, 26	+159.71K	5.02%
Aft, Forsyth & Sober, LLC	154.20K	Jun 30, 26	--	2.77%
TRUE BLUE FINANCIAL, LLC	123.22K	Jun 30, 26	+14.81K	2.21%
Chicago Partners Investment Group LLC	76.83K	Jun 30, 26	-56	1.38%
WELLS FARGO & COMPANY/MN	74.76K	Jun 30, 26	-2.99K	1.34%
BENJAMIN EDWARDS INC	74.70K	Jun 30, 26	-5.95K	1.34%
GOLDMAN SACHS GROUP INC	64.51K	Jun 30, 26	+64.51K	1.16%
ENVESTNET ASSET MANAGEMENT INC	53.54K	Jun 30, 26	+3.77K	0.96%
BANK OF AMERICA CORP /DE/	45.41K	Jun 30, 26	+822	0.81%
CITADEL ADVISORS LLC	44.64K	Jun 30, 26	+44.64K	0.80%
ROYAL BANK OF CANADA	44.63K	Jun 30, 26	-4.99K	0.80%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	39.83K	Jun 30, 26	+19.20K	0.71%
Maia Wealth LLC	33.77K	Jun 30, 26	+5.69K	0.61%
STIFEL FINANCIAL CORP	33.22K	Jun 30, 26	+21.14K	0.60%
RAYMOND JAMES FINANCIAL INC	20.70K	Jun 30, 26	-12.86K	0.37%
COTTONWOOD CAPITAL ADVISORS, LLC	18.52K	Jun 30, 26	+115	0.33%
AMERIPRISE FINANCIAL INC	17.35K	Jun 30, 26	+32	0.31%
HighTower Advisors, LLC	16.92K	Jun 30, 26	+40	0.30%
ADVISOR GROUP HOLDINGS, INC.	16.75K	Jun 30, 26	+2.94K	0.30%
JONES FINANCIAL COMPANIES LLLP	16.59K	Jun 30, 26	+3.10K	0.30%
Harvest Investment Services, LLC	14.64K	Jun 30, 26	-223	0.26%
COMMONWEALTH EQUITY SERVICES, LLC	13.36K	Jun 30, 26	+13.36K	0.24%
Private Advisor Group, LLC	13.12K	Jun 30, 26	+61	0.24%
AE Wealth Management LLC	12.99K	Jun 30, 26	+1.31K	0.23%
RPg Family Wealth Advisory, LLC	12.55K	Jun 30, 26	+463	0.23%
Risk Paradigm Group, LLC	12.19K	Jun 30, 26	+463	0.22%
MML INVESTORS SERVICES, LLC	11.39K	Jun 30, 26	+929	0.20%
ICAPITAL WEALTH LLC	10.06K	Jun 30, 26	--	0.18%
PRIVATE TRUST CO NA	9.99K	Jun 30, 26	--	0.18%
Onyx Bridge Wealth Group LLC	8.86K	Jun 30, 26	--	0.16%
Kestra Advisory Services, LLC	8.48K	Jun 30, 26	-1.28K	0.15%
Cerity Partners LLC	8.16K	Jun 30, 26	--	0.15%
Stratos Wealth Advisors, LLC	8.06K	Jun 30, 26	-615	0.14%
PRINCIPAL SECURITIES, INC.	7.63K	Jun 30, 26	+8	0.14%
RVW Wealth, LLC	7.59K	Jun 30, 26	-907	0.14%
Janney Montgomery Scott LLC	6.52K	Jun 30, 26	-2.30K	0.12%
FIFTH THIRD BANCORP	5.99K	Jun 30, 26	-22	0.11%
NBC SECURITIES, INC.	4.17K	Jun 30, 26	--	0.07%
GAMMA Investing LLC	3.08K	Jun 30, 26	--	0.06%
Integrated Wealth Concepts LLC	2.90K	Jun 30, 26	+2.90K	0.05%
Financial Perspectives, Inc	2.08K	Jun 30, 26	+7	0.04%
Ancora Advisors, LLC	2.00K	Jun 30, 26	+11	0.04%
HARBOUR INVESTMENTS, INC.	1.95K	Jun 30, 26	-16	0.04%
MTM Investment Management, LLC	1.69K	Jun 30, 26	--	0.03%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.33K	Jun 30, 26	+1.33K	0.02%
IFG Advisory, LLC	1.02K	Jun 30, 26	+1.02K	0.02%
SRS Capital Advisors, Inc.	1.00K	Jun 30, 26	--	0.02%
NewEdge Advisors, LLC	979	Jun 30, 26	-153	0.02%
REAP Financial Group, LLC	895	Jun 30, 26	-444	0.02%
CX Institutional	733	Jun 30, 26	-27.03K	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	546	Jun 30, 26	+373	0.01%
Geneos Wealth Management Inc.	408	Jun 30, 26	+204	0.01%
Farther Finance Advisors, LLC	363	Jun 30, 26	+27	0.01%
Benson Wealth Management INC	265	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	261	Jun 30, 26	--	0.00%
Rockefeller Capital Management L.P.	241	Jun 30, 26	+1	0.00%
FMR LLC	240	Jun 30, 26	-142	0.00%
Millstone Evans Group, LLC	200	Jun 30, 26	--	0.00%
Decker Retirement Planning Inc.	170	Jun 30, 26	+170	0.00%
Global Retirement Partners, LLC	150	Jun 30, 26	+150	0.00%
BANK OF MONTREAL /CAN/	142	Jun 30, 26	-2.62K	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	130	Jun 30, 26	+129	0.00%
CoreCap Advisors, LLC	117	Jun 30, 26	--	0.00%
Continuum Advisory, LLC	115	Jun 30, 26	+115	0.00%
JPMORGAN CHASE & CO	48	Jun 30, 26	+48	0.00%
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-4.85K	--
SBI Securities Co., Ltd.	--	Jun 30, 26	-996	--
Western Wealth Management, LLC	--	Jun 30, 26	-2.35K	--
Gateway Wealth Partners, LLC	--	Jun 30, 26	-10.82K	--
Virtu Financial LLC	--	Jun 30, 26	-14.14K	--
TWO SIGMA INVESTMENTS, LP	--	Jun 30, 26	-46.60K	--
EVOLUTION WEALTH MANAGEMENT INC.	--	Jun 30, 26	-2.35K	--
Advisory Services Network, LLC	--	Jun 30, 26	-193	--
TRUE BLUE FINANCIAL, LLC	108.41K	Mar 31, 26	+685	1.94%
ENVESTNET ASSET MANAGEMENT INC	49.77K	Mar 31, 26	+7.13K	0.89%
RAYMOND JAMES FINANCIAL INC	33.55K	Mar 31, 26	-13.15K	0.60%
JONES FINANCIAL COMPANIES LLLP	13.48K	Mar 31, 26	+3.54K	0.24%
Jaffetilchin Investment Partners, LLC	12.42K	Mar 31, 26	-2.76K	0.22%
PRINCIPAL SECURITIES, INC.	7.62K	Mar 31, 26	-452	0.14%
TWIN PEAKS WEALTH ADVISORS, LLC	4.85K	Mar 31, 26	+4.85K	0.09%
Evelyn Partners Investment Management LLP	3.01K	Mar 31, 26	--	0.05%
Rockefeller Capital Management L.P.	240	Mar 31, 26	-35	0.00%
CWM, LLC	164	Mar 31, 26	--	0.00%
Financial Gravity Asset Management, Inc.	122	Mar 31, 26	-304	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1	Mar 31, 26	+1	0.00%
TrueWealth Financial Partners	--	Mar 31, 26	-107.72K	--
FLOW TRADERS U.S. LLC	--	Mar 31, 26	-10.99K	--
COMERICA BANK	6.01K	Dec 31, 25	+4.81K	0.11%
GPS Wealth Strategies Group, LLC	1.05K	Dec 31, 25	-1.05K	0.02%
Householder Group Estate & Retirement Specialist, LLC	5.41K	Dec 31, 24	--	0.10%
Raymond James Financial Services Advisors, Inc.	45.83K	Sep 30, 24	+45.83K	0.82%
RAYMOND JAMES & ASSOCIATES	9.73K	Sep 30, 24	+928	0.17%
BENJAMIN F. EDWARDS & COMPANY, INC.	25.42K	Jun 30, 24	+1.27K	0.46%
Cetera Advisors LLC	20.07K	Mar 31, 24	+6.49K	0.36%
Cetera Advisor Networks LLC	--	Mar 31, 24	-8.05K	--
Truadvice, LLC	--	Sep 30, 23	-8.67K	--
Covington Capital Management	10.01K	Sep 30, 22	-202	0.18%
American Portfolios Advisors	1.88K	Sep 30, 22	--	0.03%
ACG Wealth	--	Sep 30, 22	-274	--
NEXT Financial Group, Inc	49	Dec 31, 21	--	0.00%
Hayden Royal, LLC	--	Dec 31, 21	-20.71K	--
Reby Advisors, LLC	406	Dec 31, 20	+406	0.01%
Peak Capital Management LLC	226.05K	Mar 31, 20	+31.93K	4.05%
LADENBURG THALMANN FINANCIAL SERVICES INC.	32.94K	Dec 31, 19	+2.31K	0.59%
Advisor Group, Inc.	30.06K	Dec 31, 19	+1.95K	0.54%
HAYS ADVISORY LLC	--	Sep 30, 18	-4.28K	--
IFC Holdings Incorporated/FL	23.68K	Dec 31, 17	-175	0.42%
NATIONAL PLANNING CORP	--	Dec 31, 17	-31.84K	--
Virtu KCG Holdings LLC	61.69K	Jun 30, 17	-6.09K	1.11%
Commonwealth Equity Services, Inc	15.88K	Jun 30, 17	-2.42K	0.28%
WFG Advisors, LP	3.37K	Jun 30, 17	+18	0.06%
MSI Financial Services Inc	6.04K	Dec 31, 16	+2.45K	0.11%
Argentus Capital Management, LLC	--	Dec 31, 16	-857	--
VSR Financial Services, Inc.	42.62K	Jun 30, 16	+42.62K	0.76%
SOCIETE GENERALE	8.40K	Jun 30, 16	+8.40K	0.15%
Aris Wealth Services, Inc.	--	Sep 30, 15	-715	--
MANAGED ACCOUNT ADVISORS LLC	355	Jun 30, 15	+96	0.01%
Placemark Investments, Inc.	74.72K	Dec 31, 14	+59.50K	1.34%
NEW ENGLAND SECURITIES CORP /MA/	633	Dec 31, 14	+145	0.01%
UBS AG	136.30K	Sep 30, 14	-34.83K	2.44%
STIFEL NICOLAUS & CO INC \MO\	24.97K	Sep 30, 13	-88.44K	0.45%
KNIGHT CAPITAL GROUP LLC	117.20K	Jun 30, 13	+117.20K	2.10%
First Allied Securities, Inc.	95.91K	Jun 30, 12	-5.26K	1.72%
NOLLENBERGER CAPITAL PARTNERS INC	708	Dec 31, 10	--	0.01%

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Holder

Date

Change

% Held

MORGAN STANLEY

856.68K

Jun 30, 26

-164.13K

15.37%

LPL Financial LLC

643.82K

Jun 30, 26

+73.42K

11.55%

TCP Asset Management, LLC

562.59K

Jun 30, 26

+19.57K

10.09%

Cetera Investment Advisers

500.46K

Jun 30, 26

+2.64K

8.98%

UBS Group AG

279.87K

Jun 30, 26

+159.71K

5.02%

Aft, Forsyth & Sober, LLC

154.20K

Jun 30, 26

2.77%

TRUE BLUE FINANCIAL, LLC

123.22K

Jun 30, 26

+14.81K

2.21%

Chicago Partners Investment Group LLC

76.83K

Jun 30, 26

-56

1.38%

WELLS FARGO & COMPANY/MN

74.76K

Jun 30, 26

-2.99K

1.34%

BENJAMIN EDWARDS INC

74.70K

Jun 30, 26

-5.95K

1.34%

GOLDMAN SACHS GROUP INC

64.51K

Jun 30, 26

+64.51K

1.16%

ENVESTNET ASSET MANAGEMENT INC

53.54K

Jun 30, 26

+3.77K

0.96%

BANK OF AMERICA CORP /DE/

45.41K

Jun 30, 26

+822

0.81%

CITADEL ADVISORS LLC

44.64K

Jun 30, 26

+44.64K

0.80%

ROYAL BANK OF CANADA

44.63K

Jun 30, 26

-4.99K

0.80%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

39.83K

Jun 30, 26

+19.20K

0.71%

Maia Wealth LLC

33.77K

Jun 30, 26

+5.69K

0.61%

STIFEL FINANCIAL CORP

33.22K

Jun 30, 26

+21.14K

0.60%

RAYMOND JAMES FINANCIAL INC

20.70K

Jun 30, 26

-12.86K

0.37%

COTTONWOOD CAPITAL ADVISORS, LLC

18.52K

Jun 30, 26

+115

0.33%

AMERIPRISE FINANCIAL INC

17.35K

Jun 30, 26

+32

0.31%

HighTower Advisors, LLC

16.92K

Jun 30, 26

+40

0.30%

ADVISOR GROUP HOLDINGS, INC.

16.75K

Jun 30, 26

+2.94K

0.30%

JONES FINANCIAL COMPANIES LLLP

16.59K

Jun 30, 26

+3.10K

0.30%

Harvest Investment Services, LLC

14.64K

Jun 30, 26

-223

0.26%

COMMONWEALTH EQUITY SERVICES, LLC

13.36K

Jun 30, 26

+13.36K

0.24%

Private Advisor Group, LLC

13.12K

Jun 30, 26

+61

0.24%

AE Wealth Management LLC

12.99K

Jun 30, 26

+1.31K

0.23%

RPg Family Wealth Advisory, LLC

12.55K

Jun 30, 26

+463

0.23%

Risk Paradigm Group, LLC

12.19K

Jun 30, 26

+463

0.22%

MML INVESTORS SERVICES, LLC

11.39K

Jun 30, 26

+929

0.20%

ICAPITAL WEALTH LLC

10.06K

Jun 30, 26

0.18%

PRIVATE TRUST CO NA

9.99K

Jun 30, 26

0.18%

Onyx Bridge Wealth Group LLC

8.86K

Jun 30, 26

0.16%

Kestra Advisory Services, LLC

8.48K

Jun 30, 26

-1.28K

0.15%

Cerity Partners LLC

8.16K

Jun 30, 26

0.15%

Stratos Wealth Advisors, LLC

8.06K

Jun 30, 26

-615

0.14%

PRINCIPAL SECURITIES, INC.

7.63K

Jun 30, 26

0.14%

RVW Wealth, LLC

7.59K

Jun 30, 26

-907

0.14%

Janney Montgomery Scott LLC

6.52K

Jun 30, 26

-2.30K

0.12%

FIFTH THIRD BANCORP

5.99K

Jun 30, 26

-22

0.11%

NBC SECURITIES, INC.

4.17K

Jun 30, 26

0.07%

GAMMA Investing LLC

3.08K

Jun 30, 26

0.06%

Integrated Wealth Concepts LLC

2.90K

Jun 30, 26

+2.90K

0.05%

Financial Perspectives, Inc

2.08K

Jun 30, 26

0.04%

Ancora Advisors, LLC

2.00K

Jun 30, 26

+11

0.04%

HARBOUR INVESTMENTS, INC.

1.95K

Jun 30, 26

-16

0.04%

MTM Investment Management, LLC

1.69K

Jun 30, 26

0.03%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.33K

Jun 30, 26

+1.33K

0.02%

IFG Advisory, LLC

1.02K

Jun 30, 26

+1.02K

0.02%

SRS Capital Advisors, Inc.

1.00K

Jun 30, 26

0.02%

NewEdge Advisors, LLC

979

Jun 30, 26

-153

0.02%

REAP Financial Group, LLC

895

Jun 30, 26

-444

0.02%

CX Institutional

733

Jun 30, 26

-27.03K

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

546

Jun 30, 26

+373

0.01%

Geneos Wealth Management Inc.

408

Jun 30, 26

+204

0.01%

Farther Finance Advisors, LLC

363

Jun 30, 26

+27

0.01%

Benson Wealth Management INC

265

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

261

Jun 30, 26

0.00%

Rockefeller Capital Management L.P.

241

Jun 30, 26

0.00%

FMR LLC

240

Jun 30, 26

-142

0.00%

Millstone Evans Group, LLC

200

Jun 30, 26

0.00%

Decker Retirement Planning Inc.

170

Jun 30, 26

+170

0.00%

Global Retirement Partners, LLC

150

Jun 30, 26

+150

0.00%

BANK OF MONTREAL /CAN/

142

Jun 30, 26

-2.62K

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

130

Jun 30, 26

+129

0.00%

CoreCap Advisors, LLC

117

Jun 30, 26

0.00%

Continuum Advisory, LLC

115

Jun 30, 26

+115

0.00%

JPMORGAN CHASE & CO

Jun 30, 26

+48

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-4.85K

SBI Securities Co., Ltd.

Jun 30, 26

-996

Western Wealth Management, LLC

Jun 30, 26

-2.35K

Gateway Wealth Partners, LLC

Jun 30, 26

-10.82K

Virtu Financial LLC

Jun 30, 26

-14.14K

TWO SIGMA INVESTMENTS, LP

Jun 30, 26

-46.60K

EVOLUTION WEALTH MANAGEMENT INC.

Jun 30, 26

-2.35K

Advisory Services Network, LLC

Jun 30, 26

-193

TRUE BLUE FINANCIAL, LLC

108.41K

Mar 31, 26

+685

1.94%

ENVESTNET ASSET MANAGEMENT INC

49.77K

Mar 31, 26

+7.13K

0.89%

RAYMOND JAMES FINANCIAL INC

33.55K

Mar 31, 26

-13.15K

0.60%

JONES FINANCIAL COMPANIES LLLP

13.48K

Mar 31, 26

+3.54K

0.24%

Jaffetilchin Investment Partners, LLC

12.42K

Mar 31, 26

-2.76K

0.22%

PRINCIPAL SECURITIES, INC.

7.62K

Mar 31, 26

-452

0.14%

TWIN PEAKS WEALTH ADVISORS, LLC

4.85K

Mar 31, 26

+4.85K

0.09%

Evelyn Partners Investment Management LLP

3.01K

Mar 31, 26

0.05%

Rockefeller Capital Management L.P.

240

Mar 31, 26

-35

0.00%

CWM, LLC

164

Mar 31, 26

0.00%

Financial Gravity Asset Management, Inc.

122

Mar 31, 26

-304

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Mar 31, 26

0.00%

TrueWealth Financial Partners

Mar 31, 26

-107.72K

FLOW TRADERS U.S. LLC

Mar 31, 26

-10.99K

COMERICA BANK

6.01K

Dec 31, 25

+4.81K

0.11%

GPS Wealth Strategies Group, LLC

1.05K

Dec 31, 25

-1.05K

0.02%

Householder Group Estate & Retirement Specialist, LLC

5.41K

Dec 31, 24

0.10%

Raymond James Financial Services Advisors, Inc.

45.83K

Sep 30, 24

+45.83K

0.82%

RAYMOND JAMES & ASSOCIATES

9.73K

Sep 30, 24

+928

0.17%

BENJAMIN F. EDWARDS & COMPANY, INC.

25.42K

Jun 30, 24

+1.27K

0.46%

Cetera Advisors LLC

20.07K

Mar 31, 24

+6.49K

0.36%

Cetera Advisor Networks LLC

Mar 31, 24

-8.05K

Truadvice, LLC

Sep 30, 23

-8.67K

Covington Capital Management

10.01K

Sep 30, 22

-202

0.18%

American Portfolios Advisors

1.88K

Sep 30, 22

0.03%

ACG Wealth

Sep 30, 22

-274

NEXT Financial Group, Inc

Dec 31, 21

0.00%

Hayden Royal, LLC

Dec 31, 21

-20.71K

Reby Advisors, LLC

406

Dec 31, 20

+406

0.01%

Peak Capital Management LLC

226.05K

Mar 31, 20

+31.93K

4.05%

LADENBURG THALMANN FINANCIAL SERVICES INC.

32.94K

Dec 31, 19

+2.31K

0.59%

Advisor Group, Inc.

30.06K

Dec 31, 19

+1.95K

0.54%

HAYS ADVISORY LLC

Sep 30, 18

-4.28K

IFC Holdings Incorporated/FL

23.68K

Dec 31, 17

-175

0.42%

NATIONAL PLANNING CORP

Dec 31, 17

-31.84K

Virtu KCG Holdings LLC

61.69K

Jun 30, 17

-6.09K

1.11%

Commonwealth Equity Services, Inc

15.88K

Jun 30, 17

-2.42K

0.28%

WFG Advisors, LP

3.37K

Jun 30, 17

+18

0.06%

MSI Financial Services Inc

6.04K

Dec 31, 16

+2.45K

0.11%

Argentus Capital Management, LLC

Dec 31, 16

-857

VSR Financial Services, Inc.

42.62K

Jun 30, 16

+42.62K

0.76%

SOCIETE GENERALE

8.40K

Jun 30, 16

+8.40K

0.15%

Aris Wealth Services, Inc.

Sep 30, 15

-715

MANAGED ACCOUNT ADVISORS LLC

355

Jun 30, 15

+96

0.01%

Placemark Investments, Inc.

74.72K

Dec 31, 14

+59.50K

1.34%

NEW ENGLAND SECURITIES CORP /MA/

633

Dec 31, 14

+145

0.01%

UBS AG

136.30K

Sep 30, 14

-34.83K

2.44%

STIFEL NICOLAUS & CO INC \MO\

24.97K

Sep 30, 13

-88.44K

0.45%

KNIGHT CAPITAL GROUP LLC

117.20K

Jun 30, 13

+117.20K

2.10%

First Allied Securities, Inc.

95.91K

Jun 30, 12

-5.26K

1.72%

NOLLENBERGER CAPITAL PARTNERS INC

708

Dec 31, 10

0.01%