First Trust S&P REIT Index FFRIETF
13F holders, Q1 2025 (March 31)67holders −7
5new positions
10sold out
1famous investor
$27.93avg. 13F price*
At the end of Q1 2025, 67 institutions reported holding First Trust S&P REIT Index F (FRI) in their 13F filings, down 7 from Q4 2024. 5 opened new positions and 10 sold out. The largest holders were LPL Financial LLC ($23.4M), Morgan Stanley ($20.0M) and Aft, Forsyth & Sober, LLC ($15.4M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $905K |
| Exits | 10 | $8.8M |
All 13F filers, Q4 2024 → Q1 2025: 593,481 shares bought and 1,065,649 shares sold, net −472,168 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| LPL Financial LLC | 0.01% | Add +8.2% | 850,251 | $23.4M |
| Morgan Stanley | 0.00% | Reduce -12.1% | 726,465 | $20.0M |
| Aft, Forsyth & Sober, LLC | 5.37% | Add +206.1% | 488,050 | $15.4M |
| Cetera Investment Advisers | 0.03% | Reduce -8.4% | 524,368 | $14.4M |
| TCP Asset Management, LLC | 1.85% | Add +3.8% | 301,413 | $8.3M |
| Wells Fargo & Company | 0.00% | Add +14.6% | 164,809 | $4.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -21.8% | 154,249 | $4.2M |
| Benjamin Edwards Inc. | 0.05% | Add +467.5% | 135,268 | $3.7M |
| UBS Group AG | 0.00% | Reduce -36.9% | 133,059 | $3.7M |
| Chicago Partners Investment Group LLC | 0.08% | Reduce -14.0% | 90,552 | $2.5M |
| AE Wealth Management LLC | 0.02% | Add +3.0% | 78,192 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -9.4% | 68,946 | $1.9M |
| Stifel Financial Corp. | 0.00% | Reduce -41.1% | 55,893 | $1.5M |
| Citadel Advisors | 0.00% | Reduce -11.8% | 51,527 | $1.4M |
| Royal Bank of Canada | 0.00% | Reduce -22.8% | 45,748 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -24.2% | 37,467 | $1.0M |
| Maia Wealth LLC | 0.22% | Add +17.3% | 37,844 | $976K |
| CX Institutional | 0.03% | New | 28,964 | $797K |
| Susquehanna International Group, LLP | 0.00% | Add +47.6% | 28,912 | $795K |
| Bank of America Corp. | 0.00% | Add +13.3% | 28,497 | $784K |
| Ameriprise Financial Inc. | 0.00% | Add +10.1% | 23,167 | $637K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Reduce -0.6% | 21,907 | $596K |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 19,742 | $543K |
| Cottonwood Capital Advisors, LLC | 0.39% | Reduce -5.2% | 19,266 | $530K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -4.6% | 17,203 | $473K |
| Cerity Partners LLC | 0.00% | Add +0.2% | 16,383 | $451K |
| Inspire Advisors, LLC | 0.05% | Reduce -8.0% | 15,068 | $415K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -37.2% | 14,910 | $410K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -55.9% | 14,615 | $402K |
| Harvest Investment Services, LLC | 0.11% | Reduce -0.4% | 14,244 | $392K |
| Crumly & Associates Inc. | 0.11% | Reduce -90.4% | 13,906 | $383K |
| Virtu Financial LLC | 0.02% | Reduce -48.0% | 13,784 | $379K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -15.9% | 13,092 | $360K |
| Principal Securities, Inc. | 0.01% | No change | 11,598 | $317K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +0.3% | 10,286 | $283K |
| Private Trust Co. NA | 0.03% | No change | 10,118 | $278K |
| Pursue Wealth Partners LLC | 0.17% | No change | 10,061 | $277K |
| MML Investors Services, LLC | 0.00% | Reduce -1.8% | 9,986 | $275K |
| Private Advisor Group, LLC | 0.00% | Add +2.9% | 8,882 | $244K |
| RVW Wealth, LLC | 0.02% | No change | 8,399 | $231K |
| Jones Financial Companies LLLP | 0.00% | Add +8.0% | 8,297 | $226K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -96.0% | 7,923 | $218K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -53.0% | 7,540 | $207K |
| Bison Wealth, LLC | 0.02% | Reduce -13.0% | 7,390 | $203K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -19.7% | 7,350 | $202K |
| Lanark Financial, Inc. | 0.01% | — | 4,121 | $113K |
| GAMMA Investing LLC | 0.01% | No change | 4,069 | $112K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 2,550 | $70K |
| REAP Financial Group, LLC | 0.02% | Reduce -17.9% | 2,475 | $68K |
| NewEdge Advisors, LLC | 0.00% | Reduce -26.8% | 2,315 | $64K |
| GPS Wealth Strategies Group, LLC | 0.01% | New | 2,089 | $57K |
| Financial Perspectives, Inc | 0.02% | Add +44.7% | 2,045 | $56K |
| Ancora Advisors LLC | 0.00% | Add +0.4% | 1,933 | $53K |
| Comerica Bank | 0.00% | No change | 1,215 | $33K |
| CoreCap Advisors, LLC | 0.00% | Reduce -6.5% | 1,018 | $28K |
| Arax Advisory Partners | 0.00% | New | 1,000 | $28K |
| FMR LLC | 0.00% | New | 820 | $23K |
| Hexagon Capital Partners LLC | 0.00% | No change | 766 | $21K |
| Harbour Investments, Inc. | 0.00% | Reduce -21.9% | 304 | $8K |
| Millstone Evans Group, LLC | 0.00% | No change | 200 | $6K |
| Cwm, LLC | 0.00% | No change | 164 | $5K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 173 | $5K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -41.4% | 51 | $1K |
| Ameriflex Group, Inc. | 0.00% | No change | 24 | $660 |
| Rosenberg Matthew Hamilton | 0.00% | No change | 15 | $413 |
| Larson Financial Group LLC | 0.00% | No change | 2 | $55 |
| SBI Securities Co., Ltd. | 0.00% | New | 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.