First Trust S&P REIT Index Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 856.68 K | $27.15 M | -16.08% | 15.37% |
| LPL FINANCIAL LLC | 08/07/2026 | 643.82 K | $20.41 M | 12.87% | 11.55% |
| TCP ASSET MANAGEMENT, LLC | 07/15/2026 | 562.59 K | $17.83 M | 3.60% | 10.09% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 500.46 K | $15.86 M | 0.53% | 8.98% |
| UBS GROUP AG | 08/13/2026 | 279.87 K | $8.87 M | 132.92% | 5.02% |
| AFT, FORSYTH & SOBER, LLC | 08/14/2026 | 154.20 K | $4.39 M | 0.00% | 2.77% |
| TRUE BLUE FINANCIAL, LLC | 07/17/2026 | 123.22 K | $3.91 M | 13.67% | 2.21% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 07/30/2026 | 76.83 K | $2.50 M | -0.07% | 1.38% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 74.76 K | $2.37 M | -3.85% | 1.34% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 74.71 K | $2.37 M | -7.38% | 1.34% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 64.51 K | $2.04 M | 100.00% | 1.16% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 53.54 K | $1.70 M | 7.58% | 0.96% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 45.41 K | $1.44 M | 1.84% | 0.81% |
| CITADEL ADVISORS LLC | 09/02/2026 | 44.64 K | $1.42 M | 100.00% | 0.80% |
| ROYAL BANK OF CANADA | 08/14/2026 | 44.63 K | $1.41 M | -10.06% | 0.80% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 39.83 K | $1.26 M | 93.04% | 0.71% |
| MAIA WEALTH LLC | 07/28/2026 | 33.77 K | $1.07 M | 20.26% | 0.61% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 33.22 K | $1.05 M | 175.00% | 0.60% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 20.70 K | $656.04 K | -38.32% | 0.37% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 07/23/2026 | 18.52 K | $587.03 K | 0.62% | 0.33% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 17.35 K | $549.87 K | 0.18% | 0.31% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 16.92 K | $536.21 K | 0.24% | 0.30% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 16.75 K | $531.23 K | 21.30% | 0.30% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 16.59 K | $534.55 K | 23.03% | 0.30% |
| HARVEST INVESTMENT SERVICES, LLC | 08/14/2026 | 14.64 K | $463.99 K | -1.50% | 0.26% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 13.36 K | $423.59 K | 100.00% | 0.24% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 13.12 K | $415.95 K | 0.47% | 0.24% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 12.99 K | $411.66 K | 11.19% | 0.23% |
| RPG FAMILY WEALTH ADVISORY, LLC | 08/05/2026 | 12.55 K | $397.76 K | 3.83% | 0.23% |
| RISK PARADIGM GROUP, LLC | 08/05/2026 | 12.19 K | $386.41 K | 3.95% | 0.22% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 11.39 K | $361.10 K | 8.88% | 0.20% |
| ICAPITAL WEALTH LLC | 08/07/2026 | 10.06 K | $318.90 K | 0.00% | 0.18% |
| PRIVATE TRUST CO NA | 07/28/2026 | 9.99 K | $316.65 K | 0.00% | 0.18% |
| ONYX BRIDGE WEALTH GROUP LLC | 07/23/2026 | 8.86 K | $280.96 K | 0.00% | 0.16% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 8.48 K | $268.88 K | -13.09% | 0.15% |
| CERITY PARTNERS LLC | 08/14/2026 | 8.16 K | $258.78 K | 0.00% | 0.15% |
| STRATOS WEALTH ADVISORS, LLC | 08/11/2026 | 8.06 K | $255.40 K | -7.09% | 0.14% |
| PRINCIPAL SECURITIES, INC. | 08/04/2026 | 7.63 K | $241.84 K | 0.11% | 0.14% |
| RVW WEALTH, LLC | 07/08/2026 | 7.59 K | $240.61 K | -10.67% | 0.14% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 6.52 K | $207.00 K | -26.08% | 0.12% |
| FIFTH THIRD BANCORP | 08/05/2026 | 5.99 K | $189.83 K | -0.37% | 0.11% |
| NBC SECURITIES, INC. | 07/21/2026 | 4.17 K | $132.05 K | 0.00% | 0.07% |
| GAMMA INVESTING LLC | 07/07/2026 | 3.08 K | $97.59 K | 0.00% | 0.06% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 2.90 K | $92.05 K | 100.00% | 0.05% |
| FINANCIAL PERSPECTIVES, INC | 07/24/2026 | 2.08 K | $65.89 K | 0.34% | 0.04% |
| ANCORA ADVISORS, LLC | 08/14/2026 | 2.00 K | $63.40 K | 0.55% | 0.04% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 1.95 K | $61.87 K | -0.81% | 0.04% |
| MTM INVESTMENT MANAGEMENT, LLC | 08/03/2026 | 1.69 K | $53.41 K | 0.00% | 0.03% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 1.33 K | $42.16 K | 100.00% | 0.02% |
| IFG ADVISORY, LLC | 08/14/2026 | 1.02 K | $32.20 K | 100.00% | 0.02% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
First Trust S&P REIT Index Fund institutional Ownership - FAQ's
During the previous two years, 118 institutional investors and hedge funds held shares of First Trust S&P REIT Index Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 856,681
LPL Financial LLC: 643,819
TCP Asset Management, LLC: 562,592
Cetera Investment Advisers: 500,461
UBS Group AG: 279,866
Aft, Forsyth & Sober, LLC: 154,200
71.97% of First Trust S&P REIT Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 5.06 M shares in the last 24 months. This purchase volume represents approximately $150.05 M in transactions.