First Trust S&P REIT Index FFRIETF
13F holders, Q3 2025 (September 30)60holders −3
8new positions
12sold out
1famous investor
$28.89avg. 13F price*
At the end of Q3 2025, 60 institutions reported holding First Trust S&P REIT Index F (FRI) in their 13F filings, down 3 from Q2 2025. 8 opened new positions and 12 sold out. The largest holders were LPL Financial LLC ($25.5M), Morgan Stanley ($21.8M) and Aft, Forsyth & Sober, LLC ($17.0M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.8M |
| Exits | 12 | $6.4M |
All 13F filers, Q2 2025 → Q3 2025: 258,440 shares bought and 527,667 shares sold, net −269,227 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| LPL Financial LLC | 0.01% | Reduce -4.7% | 905,805 | $25.5M |
| Morgan Stanley | 0.00% | Add +3.1% | 777,208 | $21.8M |
| Aft, Forsyth & Sober, LLC | 5.28% | No change | 489,050 | $17.0M |
| Cetera Investment Advisers | 0.02% | Add +7.2% | 517,463 | $14.5M |
| TCP Asset Management, LLC | 1.72% | Add +7.0% | 342,523 | $9.6M |
| Wells Fargo & Company | 0.00% | Add +9.4% | 124,042 | $3.5M |
| UBS Group AG | 0.00% | Reduce -0.7% | 124,003 | $3.5M |
| Benjamin Edwards Inc. | 0.03% | Add +85.2% | 99,184 | $2.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -36.3% | 92,354 | $2.6M |
| AE Wealth Management LLC | 0.02% | Add +1.2% | 85,305 | $2.4M |
| Chicago Partners Investment Group LLC | 0.06% | Reduce -2.3% | 83,812 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | New | 50,938 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.9% | 41,649 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +6.3% | 41,035 | $1.2M |
| Bank of America Corp. | 0.00% | Add +5.3% | 28,665 | $806K |
| Raymond James Financial Inc. | 0.00% | Reduce -75.5% | 27,114 | $762K |
| Maia Wealth LLC | 0.10% | Add +31.7% | 21,990 | $616K |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.1% | 20,066 | $564K |
| HighTower Advisors, LLC | 0.00% | Add +0.2% | 19,808 | $557K |
| Cottonwood Capital Advisors, LLC | 0.40% | Add +0.6% | 19,343 | $544K |
| Cerity Partners LLC | 0.00% | Reduce -45.8% | 16,490 | $464K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -6.8% | 15,939 | $448K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -27.1% | 15,294 | $430K |
| Harvest Investment Services, LLC | 0.08% | Add +3.0% | 14,666 | $412K |
| Stifel Financial Corp. | 0.00% | Reduce -85.8% | 13,506 | $380K |
| Citadel Advisors | 0.00% | New | 13,479 | $379K |
| Jones Financial Companies LLLP | 0.00% | Add +31.0% | 11,623 | $324K |
| Private Trust Co. NA | 0.03% | Add +2.1% | 10,329 | $290K |
| CX Institutional | 0.01% | Add +83.1% | 10,161 | $286K |
| Pursue Wealth Partners LLC | 0.16% | No change | 10,061 | $283K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -18.1% | 9,887 | $278K |
| Principal Securities, Inc. | 0.00% | Reduce -11.9% | 9,810 | $276K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 9,709 | $273K |
| Onyx Bridge Wealth Group LLC | 0.03% | New | 9,600 | $270K |
| MML Investors Services, LLC | 0.00% | Reduce -1.4% | 8,952 | $252K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +0.4% | 8,582 | $241K |
| RVW Wealth, LLC | 0.02% | No change | 8,498 | $239K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 7,719 | $217K |
| Private Advisor Group, LLC | 0.00% | New | 7,173 | $202K |
| Financial Gravity Asset Management, Inc. | 0.03% | — | 5,099 | $143K |
| Lanark Financial, Inc. | 0.01% | Add +7.3% | 4,166 | $117K |
| GAMMA Investing LLC | 0.01% | No change | 4,069 | $114K |
| Evelyn Partners Investment Management LLP | 0.00% | Add +18.0% | 3,010 | $85K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.3% | 2,103 | $59K |
| Financial Perspectives, Inc | 0.02% | Add +0.3% | 2,052 | $58K |
| Ancora Advisors LLC | 0.00% | Add +0.6% | 1,959 | $55K |
| Evolution Wealth Management Inc. | 0.06% | No change | 1,930 | $54K |
| NewEdge Advisors, LLC | 0.00% | Reduce -17.2% | 1,918 | $54K |
| MTM Investment Management, LLC | 0.02% | No change | 1,800 | $51K |
| REAP Financial Group, LLC | 0.01% | Add +11.1% | 1,735 | $49K |
| Comerica Bank | 0.00% | No change | 1,201 | $34K |
| CoreCap Advisors, LLC | 0.00% | Reduce -30.0% | 584 | $16K |
| FMR LLC | 0.00% | Reduce -13.4% | 503 | $14K |
| Cwm, LLC | 0.00% | Add +210.4% | 509 | $14K |
| Harbour Investments, Inc. | 0.00% | Add +0.3% | 306 | $9K |
| Rockefeller Capital Management L.P. | 0.00% | New | 273 | $8K |
| Millstone Evans Group, LLC | 0.00% | No change | 200 | $6K |
| Advisory Services Network, LLC | 0.00% | New | 193 | $5K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 173 | $5K |
| AdvisorNet Financial, Inc | 0.00% | No change | 47 | $1K |
"% 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.