First Trust S&P REIT Index FFRIETF
13F holders, Q2 2026 (June 30)68holders −2
7new positions
7sold out
1famous investor
$31.59avg. 13F price*
At the end of Q2 2026, 68 institutions reported holding First Trust S&P REIT Index F (FRI) in their 13F filings, down 2 from Q1 2026. 7 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($27.2M), LPL Financial LLC ($20.4M) and TCP Asset Management, LLC ($17.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust S&P REIT Index F
- CUSIP
- 33734G108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $4.0M |
| Exits | 7 | $2.4M |
All 13F filers, Q1 2026 → Q2 2026: 456,187 shares bought and 306,678 shares sold, net +149,509 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| Morgan Stanley | 0.00% | Reduce -16.1% | 856,681 | $27.2M |
| LPL Financial LLC | 0.00% | Add +12.9% | 643,819 | $20.4M |
| TCP Asset Management, LLC | 2.02% | Add +3.6% | 562,592 | $17.8M |
| Cetera Investment Advisers | 0.01% | Add +0.5% | 500,461 | $15.9M |
| UBS Group AG | 0.00% | Add +132.9% | 279,866 | $8.9M |
| Aft, Forsyth & Sober, LLC | 1.37% | No change | 154,200 | $4.4M |
| True Blue Financial, LLC | 1.65% | Add +13.7% | 123,223 | $3.9M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -0.1% | 76,829 | $2.5M |
| Wells Fargo & Company | 0.00% | Reduce -3.9% | 74,763 | $2.4M |
| Benjamin Edwards Inc. | 0.02% | Reduce -7.4% | 74,705 | $2.4M |
| Goldman Sachs Group Inc. | 0.00% | New | 64,511 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.6% | 53,540 | $1.7M |
| Bank of America Corp. | 0.00% | Add +1.8% | 45,413 | $1.4M |
| Citadel Advisors | 0.00% | New | 44,642 | $1.4M |
| Royal Bank of Canada | 0.00% | Reduce -10.1% | 44,625 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +93.0% | 39,828 | $1.3M |
| Maia Wealth LLC | 0.16% | Add +20.3% | 33,771 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +175.0% | 33,215 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -38.3% | 20,697 | $656K |
| Cottonwood Capital Advisors, LLC | 0.35% | Add +0.6% | 18,520 | $587K |
| Ameriprise Financial Inc. | 0.00% | Add +0.2% | 17,348 | $550K |
| HighTower Advisors, LLC | 0.00% | Add +0.2% | 16,917 | $536K |
| Jones Financial Companies LLLP | 0.00% | Add +23.0% | 16,590 | $535K |
| Osaic Holdings, Inc. | 0.00% | Add +21.3% | 16,753 | $531K |
| Harvest Investment Services, LLC | 0.07% | Reduce -1.5% | 14,638 | $464K |
| Commonwealth Equity Services, LLC | 0.00% | New | 13,364 | $424K |
| Private Advisor Group, LLC | 0.00% | Add +0.5% | 13,123 | $416K |
| AE Wealth Management LLC | 0.00% | Add +11.2% | 12,987 | $412K |
| RPg Family Wealth Advisory, LLC | 0.07% | Add +3.8% | 12,549 | $398K |
| Risk Paradigm Group, LLC | 0.30% | Add +4.0% | 12,191 | $386K |
| MML Investors Services, LLC | 0.00% | Add +8.9% | 11,392 | $361K |
| Pursue Wealth Partners LLC | 0.18% | No change | 10,061 | $319K |
| Private Trust Co. NA | 0.03% | No change | 9,990 | $317K |
| Onyx Bridge Wealth Group LLC | 0.03% | No change | 8,864 | $281K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -13.1% | 8,483 | $269K |
| Cerity Partners LLC | 0.00% | No change | 8,164 | $259K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -7.1% | 8,057 | $255K |
| Principal Securities, Inc. | 0.00% | Add +0.1% | 7,630 | $242K |
| RVW Wealth, LLC | 0.02% | Reduce -10.7% | 7,591 | $241K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -26.1% | 6,519 | $207K |
| Fifth Third Bancorp | 0.00% | Reduce -0.4% | 5,989 | $190K |
| Lanark Financial, Inc. | 0.01% | No change | 4,166 | $132K |
| GAMMA Investing LLC | 0.00% | No change | 3,079 | $98K |
| Financial Perspectives, Inc | 0.02% | Add +0.3% | 2,079 | $66K |
| Ancora Advisors LLC | 0.00% | Add +0.6% | 2,000 | $63K |
| Harbour Investments, Inc. | 0.00% | Reduce -0.8% | 1,952 | $62K |
| MTM Investment Management, LLC | 0.02% | No change | 1,685 | $53K |
| International Assets Investment Management, LLC | 0.00% | New | 1,327 | $42K |
| IFG Advisory, LLC | 0.00% | New | 1,016 | $32K |
| Arax Advisory Partners | 0.00% | No change | 1,000 | $32K |
| NewEdge Advisors, LLC | 0.00% | Reduce -13.5% | 979 | $31K |
| REAP Financial Group, LLC | 0.00% | Reduce -33.2% | 895 | $28K |
| CX Institutional | 0.00% | Reduce -97.4% | 733 | $23K |
| PNC Financial Services Group, Inc. | 0.00% | Add +215.6% | 546 | $17K |
| Geneos Wealth Management Inc. | 0.00% | Add +100.0% | 408 | $13K |
| Farther Finance Advisors, LLC | 0.00% | Add +8.0% | 363 | $11K |
| Smartleaf Asset Management LLC | 0.00% | No change | 261 | $8K |
| Benson Wealth Management INC | 0.01% | No change | 265 | $8K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.4% | 241 | $8K |
| FMR LLC | 0.00% | Reduce -37.2% | 240 | $8K |
| Millstone Evans Group, LLC | 0.00% | No change | 200 | $6K |
| Decker Retirement Planning Inc. | 0.00% | New | 170 | $5K |
| Global Retirement Partners, LLC | 0.00% | — | 150 | $5K |
| Bank of Montreal | 0.00% | Reduce -94.9% | 142 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +12900.0% | 130 | $4K |
| CoreCap Advisors, LLC | 0.00% | No change | 117 | $4K |
| Continuum Advisory, LLC | 0.00% | New | 115 | $4K |
| JPMorgan Chase & Co. | 0.00% | Add +0.0% | 48 | $2K |
"% of holder's portfolio" is FRI's weight in each manager's 13F, not the share of First Trust S&P REIT Index F the manager owns.