First Trust S&P REIT Index FFRIETF
13F holders, Q4 2025 (December 31)68holders +8
12new positions
5sold out
$27.33avg. 13F price*
At the end of Q4 2025, 68 institutions reported holding First Trust S&P REIT Index F (FRI) in their 13F filings, up 8 from Q3 2025. 12 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($26.1M), LPL Financial LLC ($15.8M) and Cetera Investment Advisers ($13.5M).
- 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $5.3M |
| Exits | 5 | $1.1M |
All 13F filers, Q3 2025 → Q4 2025: 620,699 shares bought and 926,670 shares sold, net −305,971 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| Morgan Stanley | 0.00% | Add +23.0% | 955,863 | $26.1M |
| LPL Financial LLC | 0.00% | Reduce -36.3% | 577,491 | $15.8M |
| Cetera Investment Advisers | 0.01% | Reduce -4.3% | 495,468 | $13.5M |
| TCP Asset Management, LLC | 1.75% | Add +11.0% | 380,093 | $10.4M |
| Aft, Forsyth & Sober, LLC | 1.32% | Reduce -67.4% | 159,450 | $4.4M |
| Royal Bank of Canada | 0.00% | Add +265.4% | 149,934 | $4.1M |
| UBS Group AG | 0.00% | Reduce -1.8% | 121,773 | $3.3M |
| TrueWealth Financial Partners | 2.43% | New | 107,723 | $2.9M |
| True Blue Financial, LLC | 2.43% | — | 107,723 | $2.9M |
| AE Wealth Management LLC | 0.01% | Add +10.3% | 94,060 | $2.6M |
| Benjamin Edwards Inc. | 0.03% | Reduce -14.8% | 84,457 | $2.3M |
| Chicago Partners Investment Group LLC | 0.06% | Reduce -4.0% | 80,480 | $2.2M |
| Wells Fargo & Company | 0.00% | Reduce -37.0% | 78,083 | $2.1M |
| Stifel Financial Corp. | 0.00% | Add +261.4% | 48,804 | $1.3M |
| Bank of America Corp. | 0.00% | Add +63.8% | 46,944 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Add +72.2% | 46,699 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.4% | 42,641 | $1.2M |
| Two Sigma Investments, LP | 0.00% | New | 34,500 | $942K |
| Maia Wealth LLC | 0.13% | Add +14.7% | 25,211 | $742K |
| Cottonwood Capital Advisors, LLC | 0.38% | Reduce -0.0% | 19,340 | $528K |
| Goldman Sachs Group Inc. | 0.00% | New | 19,272 | $526K |
| Susquehanna International Group, LLP | 0.00% | Reduce -63.3% | 18,704 | $511K |
| Osaic Holdings, Inc. | 0.00% | Reduce -80.2% | 18,271 | $499K |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.1% | 17,844 | $487K |
| HighTower Advisors, LLC | 0.00% | Reduce -14.9% | 16,854 | $460K |
| Harvest Investment Services, LLC | 0.08% | Add +4.0% | 15,253 | $417K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -4.8% | 15,180 | $415K |
| Private Advisor Group, LLC | 0.00% | Add +83.2% | 13,139 | $359K |
| MML Investors Services, LLC | 0.00% | Add +35.4% | 12,125 | $331K |
| Flow Traders U.S. LLC | 0.01% | New | 10,986 | $300K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +6.3% | 10,325 | $282K |
| Pursue Wealth Partners LLC | 0.13% | No change | 10,061 | $275K |
| Private Trust Co. NA | 0.02% | Reduce -3.3% | 9,990 | $273K |
| Jones Financial Companies LLLP | 0.00% | Reduce -14.4% | 9,946 | $272K |
| Janney Montgomery Scott LLC | 0.00% | New | 9,569 | $261K |
| Onyx Bridge Wealth Group LLC | 0.03% | Reduce -7.5% | 8,881 | $243K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +0.8% | 8,653 | $236K |
| RVW Wealth, LLC | 0.02% | No change | 8,498 | $232K |
| Cerity Partners LLC | 0.00% | Reduce -50.5% | 8,164 | $223K |
| Principal Securities, Inc. | 0.00% | Reduce -17.7% | 8,074 | $220K |
| Kestra Advisory Services, LLC | 0.00% | New | 7,643 | $209K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -1.7% | 7,585 | $207K |
| Comerica Bank | 0.00% | Add +400.5% | 6,011 | $164K |
| Lanark Financial, Inc. | 0.01% | No change | 4,166 | $114K |
| CX Institutional | 0.00% | Reduce -67.0% | 3,358 | $92K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 3,010 | $82K |
| Evolution Wealth Management Inc. | 0.05% | Add +16.1% | 2,240 | $61K |
| GAMMA Investing LLC | 0.00% | Reduce -45.5% | 2,217 | $61K |
| Bank of Montreal | 0.00% | New | 2,622 | $60K |
| Financial Perspectives, Inc | 0.02% | Add +0.7% | 2,067 | $56K |
| Ancora Advisors LLC | 0.00% | Add +1.2% | 1,983 | $54K |
| MTM Investment Management, LLC | 0.01% | Reduce -6.4% | 1,685 | $46K |
| REAP Financial Group, LLC | 0.01% | Reduce -23.1% | 1,335 | $36K |
| NewEdge Advisors, LLC | 0.00% | Reduce -33.7% | 1,272 | $35K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -49.8% | 1,055 | $29K |
| Arax Advisory Partners | 0.00% | New | 1,000 | $27K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -91.7% | 426 | $12K |
| FMR LLC | 0.00% | Reduce -18.5% | 410 | $11K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.7% | 275 | $8K |
| Smartleaf Asset Management LLC | 0.00% | New | 272 | $7K |
| Benson Wealth Management INC | 0.01% | — | 265 | $7K |
| Harbour Investments, Inc. | 0.00% | Reduce -15.7% | 258 | $7K |
| Geneos Wealth Management Inc. | 0.00% | New | 204 | $6K |
| Millstone Evans Group, LLC | 0.00% | No change | 200 | $5K |
| CoreCap Advisors, LLC | 0.00% | Reduce -69.2% | 180 | $5K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 173 | $5K |
| Cwm, LLC | 0.00% | Reduce -67.8% | 164 | $4K |
| Reyes Financial Architecture, Inc. | 0.00% | New | 80 | $2K |
"% 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.