Who Owns FRI?
First Trust S&P REIT Index Fund — Institutional Ownership & 13F Holdings
$30.73
+0.33 (+1.08%)
Market Cap
$169.5M
Shares Outstanding
5,079,687
Institutional Holders
66
Total Inst. Value
$100.5M
% of Float Held
—
QoQ Holder Change
+22
Institutional data as of Q1 2025
New Positions
12
Closed Positions
10
Increased
16
Decreased
27
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $20.0M | 726,465 |
| 2 | Aft, Forsyth & Sober, LLC | $15.4M | 488,050 |
| 3 | Cetera Investment Advisers | $14.4M | 524,368 |
| 4 | TCP Asset Management, LLC | $8.3M | 301,413 |
| 5 | WELLS FARGO & COMPANY/MN | $4.5M | 164,809 |
| 6 | OSAIC HOLDINGS, INC. | $4.2M | 154,249 |
| 7 | GAMMA Investing LLC | $4.1M | 111,938 |
| 8 | BENJAMIN EDWARDS INC | $3.7M | 135,268 |
| 9 | UBS Group AG | $3.7M | 133,059 |
| 10 | Chicago Partners Investment Group LLC | $2.5M | 90,552 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Aft, Forsyth & Sober, LLC | +329K | $15.4M |
| TCP Asset Management, LLC | +11K | $8.3M |
| WELLS FARGO & COMPANY/MN | +21K | $4.5M |
| OSAIC HOLDINGS, INC. | +131K | $4.2M |
| GAMMA Investing LLC | +108K | $4.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | -190K | $218K |
| MORGAN STANLEY | -100K | $20.0M |
| UBS Group AG | -78K | $3.7M |
| Cetera Investment Advisers | -48K | $14.4M |
| STIFEL FINANCIAL CORP | -39K | $1.5M |
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Frequently Asked Questions
How many institutional investors hold FRI?
As of Q1 2025, 66 institutional investors report holding FRI (First Trust S&P REIT Index Fund) in their 13F filings.
Which hedge fund owns the most FRI?
The largest institutional holder of FRI is MORGAN STANLEY with $20.0M in shares.
Are institutions buying or selling FRI?
This quarter, 12 institutions opened new positions in FRI and 10 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.