First Trust S&P REIT Index FFRIETF
13F holders, Q1 2024 (March 31)62holders
1famous investor
$25.92avg. 13F price*
At the end of Q1 2024, 62 institutions reported holding First Trust S&P REIT Index F (FRI) in their 13F filings. The largest holders were Morgan Stanley ($19.6M), LPL Financial LLC ($17.8M) and UBS Group AG ($6.3M). 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $3.5M |
| Exits | 5 | $1.3M |
Ownership 62 holders
| Morgan Stanley | 0.00% | Add +2.9% | 754,427 | $19.6M |
| LPL Financial LLC | 0.01% | Reduce -25.8% | 685,218 | $17.8M |
| UBS Group AG | 0.00% | Add +99.7% | 241,392 | $6.3M |
| Aft, Forsyth & Sober, LLC | 1.47% | No change | 159,450 | $4.1M |
| Chicago Partners Investment Group LLC | 0.12% | Reduce -0.2% | 116,769 | $2.9M |
| Wells Fargo & Company | 0.00% | Reduce -2.0% | 106,275 | $2.8M |
| Vestmark Advisory Solutions, Inc. | 0.11% | Add +3.5% | 98,317 | $2.6M |
| Stifel Financial Corp. | 0.00% | Add +46.5% | 80,380 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.1% | 48,001 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | New | 45,979 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.5% | 39,794 | $1.0M |
| Royal Bank of Canada | 0.00% | Reduce -14.6% | 37,157 | $966K |
| Cetera Investment Advisers | 0.00% | Add +45.1% | 32,386 | $842K |
| Bank of America Corp. | 0.00% | Add +24.1% | 30,826 | $801K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.6% | 29,433 | $765K |
| HighTower Advisors, LLC | 0.00% | Add +0.8% | 28,019 | $727K |
| AE Wealth Management LLC | 0.01% | Reduce -9.4% | 27,001 | $702K |
| Citadel Advisors | 0.00% | Reduce -29.6% | 26,763 | $696K |
| Cottonwood Capital Advisors, LLC | 0.55% | Reduce -4.1% | 28,274 | $688K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +35.5% | 24,148 | $628K |
| Hartline Investment Corp./ | 0.10% | New | 22,556 | $586K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.10% | New | 22,556 | $586K |
| Susquehanna International Group, LLP | 0.00% | Reduce -10.3% | 21,364 | $555K |
| Ameriprise Financial Inc. | 0.00% | Add +0.2% | 21,346 | $555K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.0% | 18,221 | $474K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Reduce -5.9% | 18,104 | $471K |
| Cerity Partners LLC | 0.00% | Add +0.7% | 16,115 | $419K |
| StoneX Group Inc. | 0.03% | New | 14,840 | $386K |
| Harvest Investment Services, LLC | 0.15% | Add +0.2% | 14,096 | $366K |
| RPg Family Wealth Advisory, LLC | 0.11% | Reduce -21.1% | 13,493 | $351K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +14.1% | 12,602 | $328K |
| Principal Securities, Inc. | 0.01% | Add +4.8% | 11,715 | $305K |
| Financial Advocates Investment Management | 0.02% | Reduce -55.3% | 11,288 | $293K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -18.1% | 10,302 | $268K |
| Private Trust Co. NA | 0.03% | Reduce -3.6% | 10,229 | $266K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +14.0% | 10,228 | $266K |
| Pursue Wealth Partners LLC | 0.15% | New | 10,061 | $262K |
| Virtu Financial LLC | 0.02% | New | 9,993 | $260K |
| MML Investors Services, LLC | 0.00% | Add +2.5% | 9,902 | $257K |
| Raymond James & Associates | 0.00% | Reduce -9.5% | 9,581 | $249K |
| Twin Peaks Wealth Advisors, LLC | 0.14% | Reduce -3.0% | 9,570 | $249K |
| Janney Montgomery Scott LLC | 0.00% | Add +5.9% | 9,000 | $234K |
| RVW Wealth, LLC | 0.02% | No change | 8,965 | $233K |
| NewEdge Advisors, LLC | 0.00% | Reduce -57.2% | 6,762 | $176K |
| Householder Group Estate & Retirement Specialist, LLC | 0.04% | No change | 5,046 | $131K |
| Register Financial Advisors LLC | 0.06% | New | 4,658 | $121K |
| Lanark Financial, Inc. | 0.01% | No change | 4,092 | $116K |
| REAP Financial Group, LLC | 0.03% | Add +3.7% | 4,456 | $116K |
| Global Retirement Partners, LLC | 0.00% | No change | 4,254 | $111K |
| Ancora Advisors LLC | 0.00% | Add +0.1% | 1,889 | $49K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -14.6% | 1,767 | $46K |
| CoreCap Advisors, LLC | 0.00% | New | 1,516 | $39K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -67.3% | 1,459 | $38K |
| Fernwood Investment Management, LLC | 0.01% | New | 1,300 | $34K |
| Comerica Bank | 0.00% | New | 1,189 | $31K |
| Qube Research & Technologies Ltd | 0.00% | No change | 791 | $21K |
| Hexagon Capital Partners LLC | 0.00% | No change | 766 | $20K |
| Harbour Investments, Inc. | 0.00% | Reduce -23.1% | 736 | $19K |
| Cwm, LLC | 0.00% | Reduce -8.4% | 737 | $19K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 533 | $14K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 49 | $1K |
| Larson Financial Group LLC | 0.00% | No change | 28 | $735 |
"% 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.