Who Owns First Trust S&P REIT Index Fund (FRI)?Hedge Fund & Institutional Holders

$29.19-0.09 (-0.31%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.600015000130001e+126T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

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

FRI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Aft, Forsyth & Sober, LLCNew Position+159K+$4.4M
TrueWealth Financial PartnersNew Position+108K+$2.9M
TRUE BLUE FINANCIAL, LLCNew Position+108K+$2.9M
AE Wealth Management LLCNew Position+94K+$2.6M
BENJAMIN EDWARDS INCNew Position+84K+$2.3M
Chicago Partners Investment Group LLCNew Position+80K+$2.2M
ENVESTNET ASSET MANAGEMENT INCNew Position+43K+$1.0M
COTTONWOOD CAPITAL ADVISORS, LLCNew Position+19K+$528K
PRIVATE TRUST CO NANew Position+10K+$272K
Onyx Bridge Wealth Group LLCNew Position+9K+$242K
Stratos Wealth Advisors, LLCNew Position+9K+$236K
RVW Wealth, LLCNew Position+8K+$232K
CX InstitutionalNew Position+3K+$92K
EVOLUTION WEALTH MANAGEMENT INC.New Position+2K+$61K
Financial Perspectives, IncNew Position+2K+$56K

FRI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-328K-$25.4B
Cetera Investment AdvisersDecreased-22K-$14.5B
WELLS FARGO & COMPANY/MNDecreased-46K-$3.5B
UBS Group AGDecreased-2K-$3.5B
OSAIC HOLDINGS, INC.Decreased-74K-$2.6B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-32K-$1.4B
AMERIPRISE FINANCIAL INCDecreased-2K-$564.0M
HighTower Advisors, LLCDecreased-3K-$556.8M
Jaffetilchin Investment Partners, LLCDecreased-759-$447.6M
CITADEL ADVISORS LLCClosed Position-13K-$378.9M
PRINCIPAL SECURITIES, INC.Decreased-2K-$275.8M
Orion Porfolio Solutions, LLCDecreased-134-$217.0M
Evelyn Partners Investment Management LLPDecreased-3K-$154.4M
Financial Gravity Asset Management, Inc.Decreased-5K-$143.3M
GAMMA Investing LLCDecreased-2K-$114.3M

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
8TrueWealth Financial Partners107,723$2.9M2.43%Share
9TRUE BLUE FINANCIAL, LLC107,723$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
13STIFEL FINANCIAL CORP48,804$1.0M0.00%Share
14BANK OF AMERICA CORP /DE/39,847$1.0M0.00%Share
15RAYMOND JAMES FINANCIAL INC41,242$1.0M0.00%Share
16ENVESTNET ASSET MANAGEMENT INC42,641$1.0M0.00%Share
17WELLS FARGO & COMPANY/MN44,503$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
42CWM, LLC164$4K0.00%Share
43CoreCap Advisors, LLC180$4K0.00%Share
44AE Wealth Management LLC88$2K0.00%Share
45Reyes Financial Architecture, Inc.80$2K0.00%Share
46AE Wealth Management LLC106$2K0.00%Share
47FLOW TRADERS U.S. LLC10,986$00.00%Share
48NewEdge Advisors, LLC1,272$00.00%Share
49WELLS FARGO & COMPANY/MN33,580$00.00%Share
50RAYMOND JAMES FINANCIAL INC5,457$00.00%Share

FRI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202568$98.1M+32
Q3 202536$90.7B-16
Q2 202552$89.7B-14
Q1 202566$120.5B+2
Q4 202464$4.0T+14
Q3 202450$93.3T+6
Q2 202444$57.3T+0
Q1 202444$57.9T—

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As of Q4 2025, 50 institutional investors hold FRI (First Trust S&P REIT Index Fund). The largest holder is MORGAN STANLEY with $26.0M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own FRI?

As of Q4 2025, 50 institutional investors report holding FRI (First Trust S&P REIT Index Fund) in their 13F filings.

Who is the largest institutional holder of FRI?

The largest institutional holder of FRI is MORGAN STANLEY with $26.0M in shares.

Is institutional ownership of FRI increasing or decreasing?

This quarter, 15 institutions opened new positions in FRI and 1 closed their positions.