FIRST TRUST S&P REIT INDEX F (FRI) Institutional Ownership and Insiders Activity
FIRST TRUST S&P REIT INDEX F (FRI) is widely held by institutional investors, with 67 firms reporting positions valued at approximately $126.09M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is the largest disclosed holder, reporting approximately $27.15M in FRI holdings in its latest filing.
Institutional Holders
67
Total Reported Value
$126.09M
Largest Holder
Morgan Stanley
Largest Position
$27.15M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
10
Funds Exiting Positions
15
Top Institutional Owners
View allInvestorReported Balance
- Morgan Stanley$27.15M
- Lpl Financial Llc$20.41M
- Tcp Asset Management, Llc$17.83M
- Cetera Investment Advisers$15.86M
- Ubs Group Ag$8.87M