First Trust S&P REIT Index FFRIETF
13F holders, Q1 2026 (March 31)70holders +2
10new positions
6sold out
$28.54avg. 13F price*
At the end of Q1 2026, 70 institutions reported holding First Trust S&P REIT Index F (FRI) in their 13F filings, up 2 from Q4 2025. 10 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($29.1M), LPL Financial LLC ($16.2M) and TCP Asset Management, LLC ($15.5M).
- Company
- First Trust S&P REIT Index F
- CUSIP
- 33734G108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.9M |
| Exits | 6 | $4.3M |
All 13F filers, Q4 2025 → Q1 2026: 349,039 shares bought and 425,189 shares sold, net −76,150 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 70 holders
| Morgan Stanley | 0.00% | Add +6.8% | 1,020,814 | $29.1M |
| LPL Financial LLC | 0.00% | Reduce -1.2% | 570,398 | $16.2M |
| TCP Asset Management, LLC | 1.99% | Add +42.9% | 543,019 | $15.5M |
| Cetera Investment Advisers | 0.02% | Add +0.5% | 497,818 | $14.2M |
| Aft, Forsyth & Sober, LLC | 1.34% | Reduce -3.3% | 154,200 | $4.4M |
| UBS Group AG | 0.00% | Reduce -1.3% | 120,158 | $3.4M |
| True Blue Financial, LLC | 2.43% | Add +0.6% | 108,408 | $3.1M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -4.5% | 76,885 | $2.3M |
| Benjamin Edwards Inc. | 0.02% | Reduce -4.5% | 80,659 | $2.3M |
| Wells Fargo & Company | 0.00% | Reduce -0.4% | 77,754 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.7% | 49,768 | $1.4M |
| Royal Bank of Canada | 0.00% | Reduce -66.9% | 49,614 | $1.4M |
| Two Sigma Investments, LP | 0.00% | Add +35.1% | 46,600 | $1.3M |
| Bank of America Corp. | 0.00% | Reduce -5.0% | 44,591 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -28.1% | 33,553 | $955K |
| Maia Wealth LLC | 0.14% | Add +11.4% | 28,081 | $799K |
| CX Institutional | 0.02% | Add +726.6% | 27,759 | $790K |
| Susquehanna International Group, LLP | 0.00% | Add +10.3% | 20,632 | $587K |
| Cottonwood Capital Advisors, LLC | 0.37% | Reduce -4.8% | 18,405 | $524K |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.0% | 17,316 | $493K |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 16,877 | $480K |
| Harvest Investment Services, LLC | 0.08% | Reduce -2.6% | 14,861 | $423K |
| Virtu Financial LLC | 0.02% | New | 14,143 | $403K |
| Osaic Holdings, Inc. | 0.00% | Reduce -24.4% | 13,811 | $393K |
| Jones Financial Companies LLLP | 0.00% | Add +35.6% | 13,485 | $377K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.6% | 13,062 | $372K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -18.2% | 12,421 | $354K |
| RPg Family Wealth Advisory, LLC | 0.07% | New | 12,086 | $344K |
| Stifel Financial Corp. | 0.00% | Reduce -75.3% | 12,078 | $344K |
| Risk Paradigm Group, LLC | 0.28% | New | 11,728 | $334K |
| AE Wealth Management LLC | 0.00% | Reduce -87.6% | 11,680 | $332K |
| Gateway Wealth Partners, LLC | 0.01% | New | 10,820 | $308K |
| MML Investors Services, LLC | 0.00% | Reduce -13.7% | 10,463 | $298K |
| Private Trust Co. NA | 0.03% | No change | 9,990 | $297K |
| Pursue Wealth Partners LLC | 0.17% | No change | 10,061 | $286K |
| Kestra Advisory Services, LLC | 0.00% | Add +27.7% | 9,761 | $278K |
| Onyx Bridge Wealth Group LLC | 0.03% | Reduce -0.2% | 8,864 | $252K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.8% | 8,819 | $251K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +0.2% | 8,672 | $247K |
| RVW Wealth, LLC | 0.02% | No change | 8,498 | $242K |
| Cerity Partners LLC | 0.00% | No change | 8,164 | $232K |
| Principal Securities, Inc. | 0.00% | Reduce -5.6% | 7,622 | $217K |
| SBI Securities Co., Ltd. | 0.01% | New | 996 | $190K |
| Fifth Third Bancorp | 0.00% | New | 6,011 | $171K |
| Twin Peaks Wealth Advisors, LLC | 0.03% | New | 4,852 | $138K |
| Lanark Financial, Inc. | 0.01% | No change | 4,166 | $119K |
| GAMMA Investing LLC | 0.00% | Add +38.9% | 3,079 | $88K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 3,010 | $86K |
| Bank of Montreal | 0.00% | Add +5.4% | 2,764 | $79K |
| Evolution Wealth Management Inc. | 0.05% | Add +4.8% | 2,347 | $67K |
| Financial Perspectives, Inc | 0.02% | Add +0.2% | 2,072 | $59K |
| Ancora Advisors LLC | 0.00% | Add +0.3% | 1,989 | $57K |
| Harbour Investments, Inc. | 0.00% | Add +662.8% | 1,968 | $56K |
| MTM Investment Management, LLC | 0.02% | No change | 1,685 | $48K |
| REAP Financial Group, LLC | 0.01% | Add +0.3% | 1,339 | $38K |
| NewEdge Advisors, LLC | 0.00% | Reduce -11.0% | 1,132 | $32K |
| Arax Advisory Partners | 0.00% | No change | 1,000 | $28K |
| FMR LLC | 0.00% | Reduce -6.8% | 382 | $11K |
| Farther Finance Advisors, LLC | 0.00% | New | 336 | $10K |
| Benson Wealth Management INC | 0.01% | No change | 265 | $8K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -4.0% | 261 | $7K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -12.7% | 240 | $7K |
| Geneos Wealth Management Inc. | 0.00% | No change | 204 | $6K |
| 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 |
| Cwm, LLC | 0.00% | No change | 164 | $5K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -71.4% | 122 | $3K |
| CoreCap Advisors, LLC | 0.00% | Reduce -35.0% | 117 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1 | $28 |
"% 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.