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

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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)
24
Total
Institutional Inflows
(last 12 months)
$23.29M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$3.78M
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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
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%
4/29/2024 Benjamin 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%
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%
2/6/2024 Benjamin 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%
1/23/2024 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%
1/16/2024 Raymond 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%
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10/25/2023 Bensler LLC8,758$200K0.0%-16.8%0.177%
10/24/2023 Raymond 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%
10/10/2023 Householder 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%
7/25/2023 Raymond 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%
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%
4/14/2023 Raymond James Financial Services Advisors Inc.108,120$2.63M0.0%-10.9%2.099%
4/14/2023 Raymond James & Associates46,705$1.14M0.0%-8.5%0.907%
4/13/2023 Householder 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%
4/11/2023 Kesler Norman & Wride LLC28,746$700K0.2%-2.0%0.558%
2/10/2023CoreCap Advisors LLC1,864$45K0.0%N/A0.035%
2/10/2023 PNC Financial Services Group Inc.57,197$1.37M0.0%+23.4%1.079%
2/9/2023 Chicago Partners Investment Group LLC109,971$2.92M0.2%+4.0%2.075%
2/9/2023 HighTower Advisors LLC24,391$585K0.0%-1.8%0.460%
2/8/2023 Raymond James Financial Services Advisors Inc.121,351$2.91M0.0%-10.6%2.290%
2/8/2023 Raymond James & Associates51,044$1.22M0.0%-12.1%0.963%
2/8/2023 UBS Group AG159,836$3.83M0.0%+2.7%3.016%
2/8/2023 Oppenheimer & Co. Inc.44,941$1.08M0.0%-23.5%0.848%
2/7/2023Commonwealth Equity Services LLC36,635$878K0.0%-10.7%0.691%
2/7/2023 Benjamin F. Edwards & Company Inc.16,003$384K0.0%+7.5%0.302%
2/7/2023 LPL Financial LLC544,433$13.06M0.0%+21.1%10.272%
2/7/2023 Envestnet Asset Management Inc.115,523$2.77M0.0%+15.7%2.180%
2/7/2023 Kesler Norman & Wride LLC29,335$703K0.2%+2.0%0.553%
2/6/2023 Cottonwood Capital Advisors LLC33,539$804K0.7%-7.7%0.633%
2/3/2023 CX Institutional13,561$325K0.0%N/A0.256%
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2/1/2023 Janney Montgomery Scott LLC8,806$211K0.0%-57.1%0.166%
1/31/2023 Kestra Advisory Services LLC10,734$257K0.0%-29.6%0.203%
1/31/2023 AE Wealth Management LLC34,396$825K0.0%-59.1%0.649%
1/20/2023 Vestmark Advisory Solutions Inc.36,930$886K0.0%+65.0%0.678%
1/20/2023 Beacon Financial Advisory LLC12,897$309K0.2%-3.1%0.237%
1/18/2023 Private Trust Co. NA2,234$54K0.0%N/A0.041%
1/13/2023 RVW Wealth LLC9,671$232K0.0%-59.0%0.177%
12/5/2022 Centaurus Financial Inc.14,780$340K0.0%+53.8%0.229%
11/15/2022 Flow Traders U.S. LLC43,329$998K0.1%+167.8%0.672%
11/15/2022 Financial Advocates Investment Management17,846$411K0.0%+53.4%0.277%
(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, 64 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), UBS Group AG ($3.09M), Chicago Partners Investment Group LLC ($2.95M), International Assets Investment Management LLC ($2.91M), Raymond James Financial Services Advisors Inc. ($2.63M), Vestmark Advisory Solutions Inc. ($2.49M), and Envestnet Asset Management Inc. ($1.59M).Learn more on FRI's institutional investors.

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

Of the 52 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 ($837.52K), International Assets Investment Management LLC ($221.78K), Vestmark Advisory Solutions Inc. ($105.24K), Oppenheimer & Co. Inc. ($52.22K), AE Wealth Management LLC ($40.19K), WMG Financial Advisors LLC ($37.46K), and UBS Group AG ($37.20K).

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

Institutional investors have bought a total of 1,882,653 shares in the last 24 months. This purchase volume represents approximately $46.58M in transactions.

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

Of the 33 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. ($62.79K), Raymond James & Associates ($59.42K), AE Wealth Management LLC ($52.60K), Oppenheimer & Co. Inc. ($40.67K), Raymond James Financial Services Advisors Inc. ($35.78K), Harvest Investment Services LLC ($25.22K), and Fischer Investment Strategies LLC ($17.68K).

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

Institutional investors have sold a total of 437,673 shares in the last 24 months. This volume of shares sold represents approximately $10.59M in transactions.


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This page (NYSEARCA:FRI) was last updated on 5/20/2024 by MarketBeat.com Staff

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