FRI Institutional Ownership
First Trust S&P REIT Index Fund
1W: -1.3%
1M: -5.6%
3M: -7.5%
YTD: +7.9%
1Y: +6.0%
3Y: +40.7%
5Y: +16.1%
$29.51
+0.11 (+0.37%)
Weekly Expected Move ±1.3%
$29
$29
$30
$30
$30
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FRI
76
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
126M
Total Invested
9
New Positions
28
Increased
26
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (85 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 856,681 | $25M | -164,133 | -16.1% | 60Q | SEC ↗ |
| 2 | LPL Financial LLC | 643,819 | $19M | +73,421 | +12.9% | 61Q | SEC ↗ |
| 3 | TCP Asset Management, LLC | 562,592 | $17M | +19,573 | +3.6% | 7Q | SEC ↗ |
| 4 | Cetera Investment Advisers | 500,461 | $15M | +2,643 | +0.5% | 17Q | SEC ↗ |
| 5 | UBS Group AG | 279,866 | $8M | +159,708 | +132.9% | 47Q | SEC ↗ |
| 6 | Aft, Forsyth & Sober, LLC | 154,200 | $5M | — | +0.0% | 21Q | SEC ↗ |
| 7 | True Blue Financial, LLC | 123,223 | $4M | +14,815 | +13.7% | 3Q | SEC ↗ |
| 8 | Chicago Partners Investment Group LLC | 76,829 | $2M | -56 | -0.1% | 47Q | SEC ↗ |
| 9 | WELLS FARGO & COMPANY/MN | 74,763 | $2M | -2,991 | -3.8% | 71Q | SEC ↗ |
| 10 | BENJAMIN EDWARDS INC | 74,705 | $2M | -5,954 | -7.4% | 8Q | SEC ↗ |
| 11 | GOLDMAN SACHS GROUP INC NEW | 64,511 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 53,540 | $2M | +3,772 | +7.6% | 28Q | SEC ↗ |
| 13 | BANK OF AMERICA CORP /DE | 45,413 | $1M | +822 | +1.8% | 15Q | SEC ↗ |
| 14 | CITADEL ADVISORS LLC NEW | 44,642 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 15 | ROYAL BANK OF CANADA | 44,625 | $1M | -4,989 | -10.1% | 67Q | SEC ↗ |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 39,828 | $1M | +19,196 | +93.0% | 4Q | SEC ↗ |
| 17 | Maia Wealth LLC | 33,771 | $997K | +5,690 | +20.3% | 8Q | SEC ↗ |
| 18 | STIFEL FINANCIAL CORP | 33,215 | $980K | +21,137 | +175.0% | 49Q | SEC ↗ |
| 19 | RAYMOND JAMES FINANCIAL INC | 20,697 | $611K | -12,856 | -38.3% | 7Q | SEC ↗ |
| 20 | COTTONWOOD CAPITAL ADVISORS, LLC | 18,520 | $547K | +115 | +0.6% | 19Q | SEC ↗ |
| 21 | AMERIPRISE FINANCIAL INC | 17,348 | $512K | +32 | +0.2% | 16Q | SEC ↗ |
| 22 | HighTower Advisors, LLC | 16,917 | $499K | +40 | +0.2% | 27Q | SEC ↗ |
| 23 | OSAIC HOLDINGS, INC. | 16,753 | $494K | +2,942 | +21.3% | 26Q | SEC ↗ |
| 24 | JONES FINANCIAL COMPANIES LLLP | 16,590 | $490K | +3,105 | +23.0% | 8Q | SEC ↗ |
| 25 | Harvest Investment Services, LLC | 14,638 | $432K | -223 | -1.5% | 31Q | SEC ↗ |
| 26 | COMMONWEALTH EQUITY SERVICES, LLC NEW | 13,364 | $394K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Private Advisor Group, LLC | 13,123 | $387K | +61 | +0.5% | 4Q | SEC ↗ |
| 28 | AE Wealth Management LLC | 12,987 | $383K | +1,307 | +11.2% | 26Q | SEC ↗ |
| 29 | RPg Family Wealth Advisory, LLC | 12,549 | $370K | +463 | +3.8% | 2Q | SEC ↗ |
| 30 | Jaffetilchin Investment Partners, LLC | 12,421 | $367K | -2,759 | -18.2% | 21Q | SEC ↗ |
| 31 | Risk Paradigm Group, LLC | 12,191 | $360K | +463 | +3.9% | 2Q | SEC ↗ |
| 32 | MML INVESTORS SERVICES, LLC | 11,392 | $336K | +929 | +8.9% | 11Q | SEC ↗ |
| 33 | PURSUE WEALTH PARTNERS LLC | 10,061 | $297K | — | +0.0% | 10Q | SEC ↗ |
| 34 | PRIVATE TRUST CO NA | 9,990 | $295K | — | +0.0% | 15Q | SEC ↗ |
| 35 | Onyx Bridge Wealth Group LLC | 8,864 | $262K | — | +0.0% | 4Q | SEC ↗ |
| 36 | Kestra Advisory Services, LLC | 8,483 | $250K | -1,278 | -13.1% | 3Q | SEC ↗ |
| 37 | Cerity Partners LLC | 8,164 | $241K | — | +0.0% | 11Q | SEC ↗ |
| 38 | Stratos Wealth Advisors, LLC | 8,057 | $238K | -615 | -7.1% | 11Q | SEC ↗ |
| 39 | PRINCIPAL SECURITIES, INC. | 7,630 | $225K | +8 | +0.1% | 11Q | SEC ↗ |
| 40 | RVW Wealth, LLC | 7,591 | $224K | -907 | -10.7% | 20Q | SEC ↗ |
| 41 | Janney Montgomery Scott LLC | 6,519 | $192K | -2,300 | -26.1% | 3Q | SEC ↗ |
| 42 | FIFTH THIRD BANCORP | 5,989 | $177K | -22 | -0.4% | 2Q | SEC ↗ |
| 43 | LANARK FINANCIAL, INC. | 4,166 | $123K | — | +0.0% | 12Q | SEC ↗ |
| 44 | GAMMA Investing LLC | 3,079 | $91K | — | +0.0% | 9Q | SEC ↗ |
| 45 | Evelyn Partners Investment Management | 3,010 | $89K | — | +0.0% | 6Q | SEC ↗ |
| 46 | Integrated Wealth Concepts LLC NEW | 2,904 | $86K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Financial Perspectives, Inc | 2,079 | $61K | +7 | +0.3% | 9Q | SEC ↗ |
| 48 | HARBOUR INVESTMENTS, INC. | 1,952 | $58K | -16 | -0.8% | 17Q | SEC ↗ |
| 49 | MTM Investment Management, LLC | 1,685 | $50K | — | +0.0% | 5Q | SEC ↗ |
| 50 | INTERNATIONAL ASSETS INVESTMENT MANAGE NEW | 1,327 | $39K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 64,511 | $2M |
| CITADEL ADVISORS LLC | 44,642 | $1M |
| COMMONWEALTH EQUITY SERVICES, LLC | 13,364 | $394K |
| Integrated Wealth Concepts LLC | 2,904 | $86K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 1,327 | $39K |
| IFG Advisory, LLC | 1,016 | $30K |
| Decker Retirement Planning Inc. | 170 | $5K |
| Global Retirement Partners, LLC | 150 | $4K |
| Continuum Advisory, LLC | 115 | $3K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TrueWealth Financial Partners | 107,723 | $3M |
| TWO SIGMA INVESTMENTS, LP | 46,600 | $1M |
| Virtu Financial LLC | 14,143 | $417K |
| FLOW TRADERS U.S. LLC | 10,986 | $324K |
| Gateway Wealth Partners, LLC | 10,820 | $319K |
| Tower Research Capital LLC (TRC) | 10,325 | $305K |
| Orion Porfolio Solutions, LLC | 7,585 | $224K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 4,852 | $143K |
| Western Wealth Management, LLC | 2,350 | $69K |
| EVOLUTION WEALTH MANAGEMENT INC. | 2,347 | $69K |
| SBI Securities Co., Ltd. | 996 | $29K |
| Advisory Services Network, LLC | 193 | $6K |
| Reyes Financial Architecture, Inc. | 80 | $2K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | +159,708 | +132.9% | 279,866 |
| LPL Financial LLC | +73,421 | +12.9% | 643,819 |
| STIFEL FINANCIAL CORP | +21,137 | +175.0% | 33,215 |
| TCP Asset Management, LLC | +19,573 | +3.6% | 562,592 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +19,196 | +93.0% | 39,828 |
| True Blue Financial, LLC | +14,815 | +13.7% | 123,223 |
| Maia Wealth LLC | +5,690 | +20.3% | 33,771 |
| ENVESTNET ASSET MANAGEMENT INC | +3,772 | +7.6% | 53,540 |
| JONES FINANCIAL COMPANIES LLLP | +3,105 | +23.0% | 16,590 |
| OSAIC HOLDINGS, INC. | +2,942 | +21.3% | 16,753 |
| Cetera Investment Advisers | +2,643 | +0.5% | 500,461 |
| AE Wealth Management LLC | +1,307 | +11.2% | 12,987 |
| MML INVESTORS SERVICES, LLC | +929 | +8.9% | 11,392 |
| BANK OF AMERICA CORP /DE | +822 | +1.8% | 45,413 |
| Risk Paradigm Group, LLC | +463 | +3.9% | 12,191 |
| RPg Family Wealth Advisory, LLC | +463 | +3.8% | 12,549 |
| PNC Financial Services Group, Inc. | +373 | +215.6% | 546 |
| Geneos Wealth Management Inc. | +204 | +100.0% | 408 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +129 | +12900.0% | 130 |
| COTTONWOOD CAPITAL ADVISORS, LLC | +115 | +0.6% | 18,520 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -164,133 | -16.1% | 856,681 |
| CX Institutional | -27,026 | -97.4% | 733 |
| RAYMOND JAMES FINANCIAL INC | -12,856 | -38.3% | 20,697 |
| BENJAMIN EDWARDS INC | -5,954 | -7.4% | 74,705 |
| ROYAL BANK OF CANADA | -4,989 | -10.1% | 44,625 |
| WELLS FARGO & COMPANY/MN | -2,991 | -3.8% | 74,763 |
| Jaffetilchin Investment Partners, L | -2,759 | -18.2% | 12,421 |
| BANK OF MONTREAL /CAN | -2,622 | -94.9% | 142 |
| Janney Montgomery Scott LLC | -2,300 | -26.1% | 6,519 |
| Kestra Advisory Services, LLC | -1,278 | -13.1% | 8,483 |
| RVW Wealth, LLC | -907 | -10.7% | 7,591 |
| Stratos Wealth Advisors, LLC | -615 | -7.1% | 8,057 |
| REAP Financial Group, LLC | -444 | -33.2% | 895 |
| Financial Gravity Asset Management, | -304 | -71.4% | 122 |
| Harvest Investment Services, LLC | -223 | -1.5% | 14,638 |
| NewEdge Advisors, LLC | -153 | -13.5% | 979 |
| FMR LLC | -142 | -37.2% | 240 |
| Chicago Partners Investment Group L | -56 | -0.1% | 76,829 |
| FIFTH THIRD BANCORP | -22 | -0.4% | 5,989 |
| HARBOUR INVESTMENTS, INC. | -16 | -0.8% | 1,952 |