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 | 02/13/2026 | 955.86 K | $26.10 M | 22.99% | 18.11% |
| LPL FINANCIAL LLC | 02/11/2026 | 577.49 K | $15.77 M | -36.25% | 10.78% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 495.47 K | $13.53 M | -4.25% | 9.39% |
| TCP ASSET MANAGEMENT, LLC | 01/07/2026 | 380.09 K | $10.38 M | 10.97% | 7.11% |
| AFT, FORSYTH & SOBER, LLC | 02/13/2026 | 159.45 K | $4.35 M | -67.40% | 2.98% |
| ROYAL BANK OF CANADA | 02/17/2026 | 149.93 K | $4.10 M | 265.38% | 2.84% |
| UBS GROUP AG | 01/29/2026 | 121.77 K | $3.33 M | -1.80% | 2.31% |
| TRUEWEALTH FINANCIAL PARTNERS | 02/05/2026 | 107.72 K | $2.94 M | 100.00% | 2.02% |
| 02/05/2026 | 107.72 K | $2.94 M | 100.00% | 1.94% | |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 94.06 K | $2.57 M | 10.26% | 1.78% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 84.46 K | $2.31 M | -14.85% | 1.58% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 01/28/2026 | 80.48 K | $2.25 M | -3.98% | 1.51% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 78.08 K | $2.13 M | -37.05% | 1.48% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 48.80 K | $1.33 M | 261.35% | 0.91% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 46.94 K | $1.28 M | 63.77% | 0.89% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 46.70 K | $1.28 M | 72.23% | 0.87% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 42.64 K | $1.16 M | 2.38% | 0.81% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 34.50 K | $942.20 K | 100.00% | 0.65% |
| MAIA WEALTH LLC | 02/17/2026 | 25.21 K | $742.22 K | 14.65% | 0.48% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 01/14/2026 | 19.34 K | $528.18 K | -0.02% | 0.36% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 19.27 K | $526.32 K | 100.00% | 0.36% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 18.70 K | $510.81 K | -63.28% | 0.35% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 18.27 K | $499.07 K | -80.22% | 0.35% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 17.84 K | $487.31 K | -11.07% | 0.33% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 16.85 K | $460.28 K | -14.91% | 0.30% |
| HARVEST INVESTMENT SERVICES, LLC | 02/17/2026 | 15.25 K | $416.55 K | 4.00% | 0.28% |
| JAFFETILCHIN INVESTMENT PARTNERS, LLC | 01/15/2026 | 15.18 K | $414.57 K | -4.76% | 0.28% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 13.14 K | $358.83 K | 83.17% | 0.25% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 12.13 K | $331.13 K | 35.44% | 0.23% |
| FLOW TRADERS U.S. LLC | 02/13/2026 | 10.99 K | $300.00 K | 100.00% | 0.21% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 10.33 K | $281.98 K | 6.34% | 0.19% |
| ICAPITAL WEALTH LLC | 01/26/2026 | 10.06 K | $275.00 K | 0.00% | 0.19% |
| PRIVATE TRUST CO NA | 01/26/2026 | 9.99 K | $272.83 K | -3.28% | 0.19% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 9.95 K | $271.63 K | -14.43% | 0.19% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 9.57 K | $261.00 K | 100.00% | 0.18% |
| JANE STREET GROUP, LLC | 02/12/2026 | 9.40 K | $256.71 K | 100.00% | 0.18% |
| ONYX BRIDGE WEALTH GROUP LLC | 02/18/2026 | 8.88 K | $242.54 K | -7.49% | 0.17% |
| STRATOS WEALTH ADVISORS, LLC | 01/20/2026 | 8.65 K | $236.32 K | 0.83% | 0.16% |
| RVW WEALTH, LLC | 01/12/2026 | 8.50 K | $232.08 K | 0.00% | 0.16% |
| CERITY PARTNERS LLC | 02/11/2026 | 8.16 K | $222.97 K | -50.49% | 0.15% |
| PRINCIPAL SECURITIES, INC. | 02/12/2026 | 8.07 K | $220.50 K | -17.70% | 0.15% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 7.64 K | $208.72 K | 100.00% | 0.14% |
| BRINKER CAPITAL INVESTMENTS, LLC | 02/12/2026 | 7.59 K | $207.15 K | -1.74% | 0.14% |
| COMERICA BANK | 01/29/2026 | 6.01 K | $164.16 K | 400.50% | 0.11% |
| NBC SECURITIES, INC. | 01/29/2026 | 4.17 K | $113.77 K | 0.00% | 0.08% |
| CX INSTITUTIONAL | 02/02/2026 | 3.36 K | $92.00 K | -66.95% | 0.06% |
| EVELYN PARTNERS INVESTMENT MANAGEMENT LLP | 02/13/2026 | 3.01 K | $82.20 K | 0.00% | 0.06% |
| BANK OF MONTREAL /CAN/ | 02/12/2026 | 2.62 K | $59.83 K | 100.00% | 0.05% |
| GAMMA INVESTING LLC | 01/05/2026 | 2.22 K | $60.55 K | -45.51% | 0.04% |
| EVOLUTION WEALTH MANAGEMENT INC. | 02/10/2026 | 2.24 K | $61.17 K | 16.06% | 0.04% |
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First Trust S&P REIT Index Fund institutional Ownership - FAQ's
During the previous two years, 111 institutional investors and hedge funds held shares of First Trust S&P REIT Index Fund. The most heavily invested institutionals were:
TCP Asset Management, LLC: 543,019
UBS Group AG: 120,158
Chicago Partners Investment Group LLC: 76,885
ENVESTNET ASSET MANAGEMENT INC: 49,768
CX Institutional: 27,759
COTTONWOOD CAPITAL ADVISORS, LLC: 18,405
74.08% of First Trust S&P REIT Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 5.16 M shares in the last 24 months. This purchase volume represents approximately $153.29 M in transactions.