First Trust S&P REIT Index FFRIETF
13F holders, Q2 2025 (June 30)63holders −4
5new positions
11sold out
$28.44avg. 13F price*
At the end of Q2 2025, 63 institutions reported holding First Trust S&P REIT Index F (FRI) in their 13F filings, down 4 from Q1 2025. 5 opened new positions and 11 sold out. The largest holders were LPL Financial LLC ($25.7M), Morgan Stanley ($20.4M) and Aft, Forsyth & Sober, LLC ($15.9M).
- 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $409K |
| Exits | 11 | $4.5M |
All 13F filers, Q1 2025 → Q2 2025: 459,397 shares bought and 426,876 shares sold, net +32,521 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| LPL Financial LLC | 0.01% | Add +11.7% | 949,982 | $25.7M |
| Morgan Stanley | 0.00% | Add +3.7% | 753,538 | $20.4M |
| Aft, Forsyth & Sober, LLC | 5.37% | Add +0.2% | 489,050 | $15.9M |
| Cetera Investment Advisers | 0.02% | Reduce -8.0% | 482,629 | $13.1M |
| TCP Asset Management, LLC | 1.72% | Add +6.2% | 319,983 | $8.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +2423.8% | 199,957 | $5.4M |
| Cerity Partners LLC | 0.01% | Add +85.6% | 30,401 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -6.1% | 144,875 | $3.9M |
| UBS Group AG | 0.00% | Reduce -6.1% | 124,886 | $3.4M |
| Wells Fargo & Company | 0.00% | Reduce -31.2% | 113,335 | $3.1M |
| Raymond James Financial Inc. | 0.00% | Add +60.3% | 110,493 | $3.0M |
| Stifel Financial Corp. | 0.00% | Add +70.1% | 95,050 | $2.6M |
| Chicago Partners Investment Group LLC | 0.07% | Reduce -5.2% | 85,814 | $2.4M |
| AE Wealth Management LLC | 0.02% | Add +7.8% | 84,299 | $2.3M |
| Benjamin Edwards Inc. | 0.02% | Reduce -60.4% | 53,549 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.0% | 39,325 | $1.1M |
| Royal Bank of Canada | 0.00% | Reduce -15.6% | 38,597 | $1.0M |
| Bank of America Corp. | 0.00% | Reduce -4.4% | 27,235 | $737K |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.6% | 22,328 | $604K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Reduce -4.2% | 20,982 | $568K |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 19,763 | $535K |
| Cottonwood Capital Advisors, LLC | 0.35% | Reduce -0.2% | 19,229 | $520K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -0.6% | 17,109 | $463K |
| Maia Wealth LLC | 0.09% | Reduce -55.9% | 16,700 | $452K |
| Harvest Investment Services, LLC | 0.09% | Reduce -0.1% | 14,237 | $385K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -17.4% | 12,071 | $327K |
| Principal Securities, Inc. | 0.01% | Reduce -4.0% | 11,140 | $301K |
| Private Trust Co. NA | 0.03% | No change | 10,118 | $274K |
| Pursue Wealth Partners LLC | 0.15% | No change | 10,061 | $272K |
| Kestra Advisory Services, LLC | 0.00% | Add +32.1% | 9,958 | $269K |
| MML Investors Services, LLC | 0.00% | Reduce -9.1% | 9,079 | $246K |
| Jones Financial Companies LLLP | 0.00% | Add +6.9% | 8,872 | $239K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -16.9% | 8,547 | $231K |
| RVW Wealth, LLC | 0.02% | Add +1.2% | 8,498 | $230K |
| Independent Financial Group, LLC | 0.01% | New | 8,339 | $226K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -38.3% | 8,077 | $218K |
| CX Institutional | 0.01% | Reduce -80.8% | 5,550 | $150K |
| Twin Peaks Wealth Advisors, LLC | 0.04% | New | 4,953 | $133K |
| GAMMA Investing LLC | 0.01% | No change | 4,069 | $110K |
| Lanark Financial, Inc. | 0.01% | Reduce -5.8% | 3,884 | $105K |
| Global Retirement Partners, LLC | 0.00% | — | 3,400 | $92K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 2,550 | $69K |
| NewEdge Advisors, LLC | 0.00% | Add +0.0% | 2,316 | $63K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.4% | 2,097 | $57K |
| Financial Perspectives, Inc | 0.02% | No change | 2,045 | $55K |
| Ancora Advisors LLC | 0.00% | Add +0.7% | 1,947 | $53K |
| Evolution Wealth Management Inc. | 0.06% | — | 1,930 | $52K |
| MTM Investment Management, LLC | 0.02% | New | 1,800 | $49K |
| REAP Financial Group, LLC | 0.01% | Reduce -36.9% | 1,562 | $42K |
| Comerica Bank | 0.00% | Reduce -1.1% | 1,201 | $32K |
| Arax Advisory Partners | 0.00% | No change | 1,000 | $27K |
| CoreCap Advisors, LLC | 0.00% | Reduce -18.1% | 834 | $23K |
| FMR LLC | 0.00% | Reduce -29.1% | 581 | $16K |
| Harbour Investments, Inc. | 0.00% | Add +0.3% | 305 | $8K |
| Millstone Evans Group, LLC | 0.00% | No change | 200 | $5K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 173 | $5K |
| Cwm, LLC | 0.00% | No change | 164 | $4K |
| AdvisorNet Financial, Inc | 0.00% | New | 47 | $1K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -49.0% | 26 | $703 |
| Ameritas Advisory Services, LLC | 0.00% | New | 26 | $690 |
| Ameriflex Group, Inc. | 0.00% | No change | 24 | $643 |
| Larson Financial Group LLC | 0.00% | No change | 2 | $54 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -50.0% | 1 | $27 |
"% 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.