FRI

First Trust S&P REIT Index Fund
$29.19-0.09 (-0.31%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

9.553155774914956e+205B

Total Value

$2.600015000130001e+126T

% of Float

—

Price History

$24.01$25.59$27.18$28.76$30.34Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY955,315$26.0M0.00%Share
2LPL Financial LLC577,491$15.0M0.00%Share
3Cetera Investment Advisers495,468$13.0M0.01%Share
4TCP Asset Management, LLC380,093$10.4M1.75%Share
5Aft, Forsyth & Sober, LLC159,450$4.4M1.32%Share
6ROYAL BANK OF CANADA149,934$4.0M0.00%Share
7UBS Group AG121,773$3.3M0.00%Share
8TRUE BLUE FINANCIAL, LLC107,723$2.9M2.43%Share
9TrueWealth Financial Partners107,723$2.9M2.43%Share
10AE Wealth Management LLC93,188$2.5M0.01%Share
11BENJAMIN EDWARDS INC84,457$2.3M0.03%Share
12Chicago Partners Investment Group LLC80,480$2.2M0.06%Share
13RAYMOND JAMES FINANCIAL INC41,242$1.0M0.00%Share
14BANK OF AMERICA CORP /DE/39,847$1.0M0.00%Share
15WELLS FARGO & COMPANY/MN44,503$1.0M0.00%Share
16ENVESTNET ASSET MANAGEMENT INC42,641$1.0M0.00%Share
17STIFEL FINANCIAL CORP48,804$1.0M0.00%Share
18Maia Wealth LLC25,211$742K0.13%Share
19COTTONWOOD CAPITAL ADVISORS, LLC19,340$528K0.38%Share
20Harvest Investment Services, LLC15,253$416K0.08%Share
21Jaffetilchin Investment Partners, LLC15,180$414K0.02%Share
22PURSUE WEALTH PARTNERS LLC10,061$275K0.13%Share
23PRIVATE TRUST CO NA9,990$272K0.02%Share
24Onyx Bridge Wealth Group LLC8,881$242K0.03%Share
25Stratos Wealth Advisors, LLC8,653$236K0.01%Share
26RVW Wealth, LLC8,498$232K0.02%Share
27COMERICA BANK6,011$164K0.00%Share
28NBC SECURITIES, INC.4,166$113K0.01%Share
29CX Institutional3,358$92K0.00%Share
30EVOLUTION WEALTH MANAGEMENT INC.2,240$61K0.05%Share
31GAMMA Investing LLC2,217$60K0.00%Share
32Financial Perspectives, Inc2,067$56K0.02%Share
33MTM Investment Management, LLC1,685$46K0.01%Share
34REAP Financial Group, LLC1,335$36K0.01%Share
35GPS Wealth Strategies Group, LLC1,055$28K0.02%Share
36AE Wealth Management LLC672$18K0.00%Share
37Financial Gravity Asset Management, Inc.426$11K0.00%Share
38HARBOUR INVESTMENTS, INC.258$7K0.00%Share
39Benson Wealth Management INC265$7K0.01%Share
40Geneos Wealth Management Inc.204$5K0.00%Share
41Millstone Evans Group, LLC200$5K0.00%Share
42CoreCap Advisors, LLC180$4K0.00%Share
43CWM, LLC164$4K0.00%Share
44Reyes Financial Architecture, Inc.80$2K0.00%Share
45AE Wealth Management LLC106$2K0.00%Share
46AE Wealth Management LLC88$2K0.00%Share
47MORGAN STANLEY312$00.00%Share
48PRINCIPAL SECURITIES, INC.8,074$00.00%Share
49WELLS FARGO & COMPANY/MN33,580$00.00%Share
50AE Wealth Management LLC6$00.00%Share