FIRST TRUST S&P REIT INDEX FUND

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FRI·33734G108·US·ETF·Unknown - Unknown

FRI (FIRST TRUST S&P REIT INDEX FUND) is held by 34 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($27.2M), LPL Financial LLC ($20.4M), Cetera Investment Advisers ($15.9M). Net institutional sentiment: Mixed.

34

Holders

(4 Elite)

$92.7M

Total Value

66% (35)

Consensus

23 buying - 12 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)66

Insider (Form 4)80

Activist (13D/13G)84

Congressional (STOCK Act)26

Holder Quality

60

★★★★★

Elite

34

★★★★

Strong

68

★★★

Solid

26

★★

Below

67

★

Weak

Held by 34 funds

4 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for FRI.

Top Holders

Top Holders (34)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	856,681(-16.1%)	$27.2M	0.0%	+25.88%	0
LPL Financial LLC	Increased	643,819(+12.9%)	$20.4M	0.0%	+21.82%	32
Cetera Investment Advisers	Increased	500,461(+0.5%)	$15.9M	0.0%	+18.34%	28
UBS Group AG	Increased	279,866(+132.9%)	$8.9M	0.0%	+8.93%	44
WELLS FARGO & COMPANY/MN	Decreased	74,763(-3.9%)	$2.4M	0.0%	+34.12%	0
BENJAMIN EDWARDS INC	Decreased	74,705(-7.4%)	$2.4M	0.0%	+18.24%	0
GOLDMAN SACHS GROUP INC	New	64,511	$2M	0.0%	+1.29%	36
ENVESTNET ASSET MANAGEMENT INC	Increased	53,540(+7.6%)	$1.7M	0.0%	+25.49%	28
BANK OF AMERICA CORP /DE/	Increased	45,413(+1.8%)	$1.4M	0.0%	+19.25%	26
CITADEL ADVISORS LLC	New	44,642	$1.4M	0.0%	+1.29%	35
ROYAL BANK OF CANADA	Decreased	44,625(-10.1%)	$1.4M	0.0%	+17.96%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	39,828(+93.0%)	$1.3M	0.0%	+8.17%	40
STIFEL FINANCIAL CORP	Increased	33,215(+175.0%)	$1.1M	0.0%	+6.87%	40
RAYMOND JAMES FINANCIAL INC	Decreased	20,697(-38.3%)	$656,044	0.0%	+19.60%	0
AMERIPRISE FINANCIAL INC	Increased	17,348(+0.2%)	$549,867	0.0%	+20.54%	24
HighTower Advisors, LLC	Increased	16,917(+0.2%)	$536,207	0.0%	+53.32%	24
JONES FINANCIAL COMPANIES LLLP	Increased	16,590(+23.0%)	$534,546	0.0%	+13.27%	29
OSAIC HOLDINGS, INC.	Increased	16,753(+21.3%)	$531,225	0.0%	+19.28%	29
COMMONWEALTH EQUITY SERVICES, LLC	New	13,364	$423,585	0.0%	+1.29%	33
Private Advisor Group, LLC	Increased	13,123(+0.5%)	$415,946	0.0%	+16.42%	24

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FRIFIRST TRUST S&P REIT INDEX FUND

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer