First Trust S&P REIT Index FFRIETF
13F holders, Q4 2024 (December 31)74holders +8
12new positions
7sold out
2famous investors
$27.37avg. 13F price*
At the end of Q4 2024, 74 institutions reported holding First Trust S&P REIT Index F (FRI) in their 13F filings, up 8 from Q3 2024. 12 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($22.6M), LPL Financial LLC ($21.5M) and Cetera Investment Advisers ($15.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $16.0M |
| Exits | 7 | $2.7M |
All 13F filers, Q3 2024 → Q4 2024: 1,045,969 shares bought and 1,034,290 shares sold, net +11,679 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| Morgan Stanley | 0.00% | Add +1.8% | 826,019 | $22.6M |
| LPL Financial LLC | 0.01% | Reduce -42.7% | 785,874 | $21.5M |
| Cetera Investment Advisers | 0.03% | Add +39.4% | 572,588 | $15.7M |
| TCP Asset Management, LLC | 1.75% | New | 290,400 | $7.9M |
| UBS Group AG | 0.00% | Reduce -37.4% | 210,762 | $5.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -44.9% | 198,256 | $5.4M |
| Osaic Holdings, Inc. | 0.01% | Add +741.8% | 197,267 | $5.4M |
| Aft, Forsyth & Sober, LLC | 1.42% | No change | 159,450 | $4.4M |
| Crumly & Associates Inc. | 1.08% | Reduce -1.1% | 145,311 | $4.0M |
| Wells Fargo & Company | 0.00% | Add +9.8% | 143,872 | $3.9M |
| Chicago Partners Investment Group LLC | 0.09% | Reduce -0.3% | 105,331 | $2.8M |
| Vestmark Advisory Solutions, Inc. | 0.09% | Add +1.0% | 99,659 | $2.7M |
| Stifel Financial Corp. | 0.00% | Reduce -1.6% | 94,980 | $2.6M |
| Raymond James Financial Inc. | 0.00% | — | 76,097 | $2.1M |
| AE Wealth Management LLC | 0.02% | Add +1.1% | 75,921 | $2.1M |
| Royal Bank of Canada | 0.00% | Add +64.3% | 59,250 | $1.6M |
| Citadel Advisors | 0.00% | New | 58,408 | $1.6M |
| Independent Advisor Alliance | 0.02% | New | 55,366 | $1.5M |
| RPS Advisory Solutions LLC | 0.87% | New | 51,206 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.2% | 49,414 | $1.4M |
| RiverTree Advisors, LLC | 0.71% | New | 39,474 | $1.1M |
| Flow Traders U.S. LLC | 0.04% | New | 37,507 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.3% | 33,128 | $907K |
| Maia Wealth LLC | 0.19% | Add +157.5% | 32,252 | $903K |
| Virtu Financial LLC | 0.04% | New | 26,511 | $726K |
| Bank of America Corp. | 0.00% | Add +1.4% | 25,149 | $688K |
| Benjamin Edwards Inc. | 0.01% | Reduce -15.2% | 23,835 | $653K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +6146.6% | 23,737 | $650K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Reduce -9.6% | 22,032 | $603K |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.9% | 21,036 | $576K |
| Cottonwood Capital Advisors, LLC | 0.40% | Reduce -4.8% | 20,327 | $556K |
| HighTower Advisors, LLC | 0.00% | Reduce -30.0% | 19,730 | $540K |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.3% | 19,584 | $536K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +2.4% | 18,038 | $494K |
| RPg Family Wealth Advisory, LLC | 0.17% | Add +38.2% | 17,835 | $488K |
| Inspire Advisors, LLC | 0.05% | New | 16,384 | $448K |
| Cerity Partners LLC | 0.00% | Add +0.8% | 16,349 | $447K |
| Kestra Advisory Services, LLC | 0.00% | Add +99.5% | 16,051 | $439K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +6.8% | 15,567 | $426K |
| Harvest Investment Services, LLC | 0.10% | Add +5.2% | 14,300 | $391K |
| Principal Securities, Inc. | 0.01% | Add +7.0% | 11,598 | $317K |
| Baird Financial Group, Inc. | 0.00% | Add +15.5% | 10,752 | $294K |
| D. E. Shaw & Co. | 0.00% | New | 10,469 | $287K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +1.2% | 10,254 | $281K |
| MML Investors Services, LLC | 0.00% | Add +0.4% | 10,173 | $278K |
| Private Trust Co. NA | 0.03% | Reduce -4.6% | 10,118 | $277K |
| Pursue Wealth Partners LLC | 0.16% | No change | 10,061 | $275K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -43.8% | 9,156 | $251K |
| Private Advisor Group, LLC | 0.00% | Add +17.6% | 8,636 | $236K |
| Bison Wealth, LLC | 0.03% | — | 8,491 | $232K |
| RVW Wealth, LLC | 0.02% | No change | 8,399 | $230K |
| Jones Financial Companies LLLP | 0.00% | Add +2316.7% | 7,685 | $210K |
| Householder Group Estate & Retirement Specialist, LLC | 0.11% | No change | 5,410 | $148K |
| Global Retirement Partners, LLC | 0.00% | No change | 4,254 | $116K |
| GAMMA Investing LLC | 0.01% | No change | 4,069 | $111K |
| NewEdge Advisors, LLC | 0.00% | Reduce -11.4% | 3,162 | $87K |
| REAP Financial Group, LLC | 0.02% | Add +0.7% | 3,014 | $82K |
| Evelyn Partners Investment Management LLP | 0.00% | — | 2,550 | $70K |
| Ancora Advisors LLC | 0.00% | Add +1.6% | 1,925 | $53K |
| Financial Perspectives, Inc | 0.01% | No change | 1,413 | $39K |
| Comerica Bank | 0.00% | Reduce -8.7% | 1,215 | $33K |
| CoreCap Advisors, LLC | 0.00% | Reduce -4.9% | 1,089 | $30K |
| Hexagon Capital Partners LLC | 0.00% | No change | 766 | $21K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 533 | $15K |
| Harbour Investments, Inc. | 0.00% | Reduce -15.4% | 389 | $11K |
| Millstone Evans Group, LLC | 0.00% | — | 200 | $5K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 173 | $5K |
| Allworth Financial LP | 0.00% | New | 150 | $4K |
| Cwm, LLC | 0.00% | No change | 164 | $4K |
| Russell Investments Group, Ltd. | 0.00% | New | 87 | $2K |
| Ameriflex Group, Inc. | 0.00% | — | 24 | $664 |
| Rosenberg Matthew Hamilton | 0.00% | New | 15 | $411 |
| Lanark Financial, Inc. | 0.01% | — | 4 | $112 |
| Larson Financial Group LLC | 0.00% | No change | 2 | $55 |
"% 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.