FRI

First Trust S&p Reit Index F

+$2.1M

Net Activity

Institutions Holding

69

Popularity Rank

#5257

Avg Weight

0.11%

Total Value

$110.5M

Ownership Trend

69 institutions currently hold FRI, with 29 net buyers and 35 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

35

Net Buying Institutions

29

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$29.1M
LF
LPL Financial LLC
$16.2M
TA
TCP Asset Management, LLC
$15.5M
CI
Cetera Investment Advisers
$14.2M
AF
Aft, Forsyth & Sober, LLC
$4.4M

Top 5 by Conviction

TB
True Blue Financial, LLC
2.43%
TA
TCP Asset Management, LLC
1.99%
AF
Aft, Forsyth & Sober, LLC
1.34%
CC
Cottonwood Capital Advisors, LLC
0.37%
RP
Risk Paradigm Group, LLC
0.28%
View all 69 holding institutions

Quarterly Activity

Recent Activity

+$70.4M

Total Buy Value

$51.2M

Total Sell Value

New buy10
Trim27
Add19
Sold out8

29

Net Buyers

35

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding FIRST TRUST S&P REIT INDEX F (FRI)?
Major stakeholders currently include Morgan Stanley ($29.1M), LPL Financial LLC ($16.2M), TCP Asset Management, LLC ($15.5M). Based on the latest 13F filings, there are a total of 69 tracked investment funds and institutions maintaining positions in FRI.
What is the overall institutional sentiment toward FRI recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $2.1M, driven by 29 managers accumulating shares while 35 reduced their exposure.
Which institutions have been selling or reducing their FRI positions?
In the latest period, 27 funds trimmed their holdings, and 8 managers completely exited their positions. The aggregate reported sell value was $51.2M.
Are there any notable investors adding FRI to their portfolios?
Yes, buying activity remains notable. 10 institutions opened new positions in {ticker}, and 19 existing holders added to their shares. The total reported buy value for the quarter amounted to $70.4M.

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