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 | 05/15/2026 | 1.02 M | $29.05 M | 6.80% | 19.62% |
| LPL FINANCIAL LLC | 05/06/2026 | 570.40 K | $16.23 M | -1.23% | 10.96% |
| TCP ASSET MANAGEMENT, LLC | 04/10/2026 | 543.02 K | $15.45 M | 42.86% | 10.44% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 497.82 K | $14.17 M | 0.47% | 9.57% |
| AFT, FORSYTH & SOBER, LLC | 05/14/2026 | 154.20 K | $4.39 M | -3.29% | 2.96% |
| UBS GROUP AG | 05/05/2026 | 120.16 K | $3.42 M | -1.33% | 2.31% |
| 04/24/2026 | 108.41 K | $3.09 M | 0.64% | 2.08% | |
| BENJAMIN EDWARDS INC | 05/12/2026 | 80.66 K | $2.30 M | -4.50% | 1.55% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 77.75 K | $2.21 M | -0.42% | 1.49% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 05/04/2026 | 76.89 K | $2.31 M | -4.47% | 1.48% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 49.77 K | $1.42 M | 16.71% | 0.96% |
| ROYAL BANK OF CANADA | 05/15/2026 | 49.61 K | $1.41 M | -66.91% | 0.95% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 46.60 K | $1.33 M | 35.07% | 0.90% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 44.59 K | $1.27 M | -5.01% | 0.86% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 33.55 K | $954.90 K | -28.15% | 0.64% |
| MAIA WEALTH LLC | 05/08/2026 | 28.08 K | $799.18 K | 11.38% | 0.54% |
| CX INSTITUTIONAL | 04/06/2026 | 27.76 K | $790.00 K | 726.65% | 0.53% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 20.63 K | $587.19 K | 10.31% | 0.40% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 04/17/2026 | 18.41 K | $523.81 K | -4.83% | 0.35% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 17.32 K | $492.80 K | -2.96% | 0.33% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 16.88 K | $480.32 K | 0.14% | 0.32% |
| HARVEST INVESTMENT SERVICES, LLC | 05/15/2026 | 14.86 K | $422.96 K | -2.57% | 0.29% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 14.14 K | $403.00 K | 100.00% | 0.27% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 13.81 K | $393.17 K | -24.41% | 0.27% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 13.49 K | $376.91 K | 35.58% | 0.26% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 13.06 K | $371.74 K | -0.59% | 0.25% |
| JAFFETILCHIN INVESTMENT PARTNERS, LLC | 05/13/2026 | 12.42 K | $353.51 K | -18.18% | 0.24% |
| RPG FAMILY WEALTH ADVISORY, LLC | 05/14/2026 | 12.09 K | $343.97 K | 100.00% | 0.23% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 12.08 K | $343.75 K | -75.25% | 0.23% |
| RISK PARADIGM GROUP, LLC | 05/14/2026 | 11.73 K | $333.78 K | 100.00% | 0.23% |
| AE WEALTH MANAGEMENT LLC | 05/13/2026 | 11.68 K | $332.40 K | -87.58% | 0.22% |
| GATEWAY WEALTH PARTNERS, LLC | 05/15/2026 | 10.82 K | $307.94 K | 100.00% | 0.21% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 10.46 K | $297.77 K | -13.71% | 0.20% |
| ICAPITAL WEALTH LLC | 04/08/2026 | 10.06 K | $286.00 K | 0.00% | 0.19% |
| PRIVATE TRUST CO NA | 04/30/2026 | 9.99 K | $296.69 K | 0.00% | 0.19% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 9.76 K | $277.79 K | 27.71% | 0.19% |
| ONYX BRIDGE WEALTH GROUP LLC | 04/22/2026 | 8.86 K | $252.27 K | -0.19% | 0.17% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 8.82 K | $251.00 K | -7.84% | 0.17% |
| STRATOS WEALTH ADVISORS, LLC | 04/28/2026 | 8.67 K | $246.82 K | 0.22% | 0.17% |
| RVW WEALTH, LLC | 04/08/2026 | 8.50 K | $241.85 K | 0.00% | 0.16% |
| CERITY PARTNERS LLC | 05/15/2026 | 8.16 K | $232.36 K | 0.00% | 0.16% |
| PRINCIPAL SECURITIES, INC. | 05/13/2026 | 7.62 K | $216.93 K | -5.60% | 0.15% |
| FIFTH THIRD BANCORP | 05/01/2026 | 6.01 K | $171.07 K | 100.00% | 0.12% |
| TWIN PEAKS WEALTH ADVISORS, LLC | 05/08/2026 | 4.85 K | $138.10 K | 100.00% | 0.09% |
| NBC SECURITIES, INC. | 04/14/2026 | 4.17 K | $118.56 K | 0.00% | 0.08% |
| GAMMA INVESTING LLC | 04/06/2026 | 3.08 K | $87.63 K | 38.88% | 0.06% |
| EVELYN PARTNERS INVESTMENT MANAGEMENT LLP | 05/15/2026 | 3.01 K | $85.67 K | 0.00% | 0.06% |
| BANK OF MONTREAL /CAN/ | 05/13/2026 | 2.76 K | $78.66 K | 5.42% | 0.05% |
| WESTERN WEALTH MANAGEMENT, LLC | 05/19/2026 | 2.35 K | $66.88 K | 100.00% | 0.05% |
| EVOLUTION WEALTH MANAGEMENT INC. | 04/27/2026 | 2.35 K | $66.80 K | 4.78% | 0.05% |
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First Trust S&P REIT Index Fund institutional Ownership - FAQ's
During the previous two years, 112 institutional investors and hedge funds held shares of First Trust S&P REIT Index Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 1.02 M
LPL Financial LLC: 570,398
TCP Asset Management, LLC: 543,019
Cetera Investment Advisers: 497,818
Aft, Forsyth & Sober, LLC: 154,200
UBS Group AG: 120,158
74.54% of First Trust S&P REIT Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.80 M shares in the last 24 months. This purchase volume represents approximately $142.36 M in transactions.