FIRST TRUST S&P REIT INDEX F (FRI) Institutional Shareholders
FIRST TRUST S&P REIT INDEX F (FRI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $113.25M in FRI holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of FRI tracked by InsiderSet, reporting ownership valued at approximately $29.05M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $32.85M, representing an estimated gain of +13.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed FRI value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Tcp Asset Management, Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in FIRST TRUST S&P REIT INDEX F (FRI).
This page ranks the largest institutional FRI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
70
Total Reported Value
$113.25M
Largest Holder
Morgan Stanley
Largest Position
$29.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
80
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,020,814 | $29,052,380 | $32,849,795 | +$3,797,415 | +13.07% | |
| Tcp Asset Management, Llc | 2.02% | 562,592 | $17,832,258 | $18,104,211 | +$271,953 | +1.53% | |
| Lpl Financial Llc | 0.00% | 570,398 | $16,233,512 | $18,355,408 | +$2,121,896 | +13.07% | |
| Cetera Investment Advisers | 0.02% | 497,818 | $14,167,895 | $16,019,783 | +$1,851,888 | +13.07% | |
| Aft, Forsyth & Sober, Llc | 1.34% | 154,200 | $4,388,532 | $4,962,156 | +$573,624 | +13.07% | |
| True Blue Financial, Llc | 1.65% | 123,223 | $3,905,761 | $3,965,316 | +$59,555 | +1.52% | |
| Ubs Group Ag | 0.00% | 120,158 | $3,419,697 | $3,866,684 | +$446,987 | +13.07% | |
| Chicago Partners Investment Group Llc | 0.05% | 76,829 | $2,504,714 | $2,472,357 | -$32,357 | -1.29% | |
| Benjamin Edwards Inc | 0.02% | 74,705 | $2,368,912 | $2,404,007 | +$35,095 | +1.48% | |
| Wells Fargo & Company/Mn | 0.00% | 77,754 | $2,212,874 | $2,502,124 | +$289,250 | +13.07% | |
| Envestnet Asset Management Inc | 0.00% | 49,768 | $1,416,392 | $1,601,534 | +$185,142 | +13.07% | |
| Royal Bank Of Canada | 0.00% | 49,614 | $1,412,000 | $1,596,579 | +$184,579 | +13.07% | |
| Two Sigma Investments, Lp | 0.00% | 46,600 | $1,326,236 | $1,499,588 | +$173,352 | +13.07% | |
| Bank Of America Corp | 0.00% | 44,591 | $1,269,063 | $1,434,938 | +$165,875 | +13.07% | |
| Maia Wealth Llc | 0.16% | 33,771 | $1,070,437 | $1,086,751 | +$16,314 | +1.52% | |
| Raymond James Financial Inc | 0.00% | 33,553 | $954,897 | $1,079,736 | +$124,839 | +13.07% | |
| Susquehanna International Group, Llp | 0.00% | 20,632 | $587,187 | $663,938 | +$76,751 | +13.07% | |
| Cottonwood Capital Advisors, Llc | 0.35% | 18,520 | $587,029 | $595,974 | +$8,945 | +1.52% | |
| Ameriprise Financial Inc | 0.00% | 17,316 | $492,804 | $557,229 | +$64,425 | +13.07% | |
| Hightower Advisors, Llc | 0.00% | 16,877 | $480,324 | $543,102 | +$62,778 | +13.07% | |
| Commonwealth Equity Services, Llc | 0.00% | 13,364 | $423,585 | $430,054 | +$6,469 | +1.53% | |
| Harvest Investment Services, Llc | 0.08% | 14,861 | $422,959 | $478,227 | +$55,268 | +13.07% | |
| Private Advisor Group, Llc | 0.00% | 13,123 | $415,946 | $422,298 | +$6,352 | +1.53% | |
| Osaic Holdings, Inc. | 0.00% | 13,811 | $393,170 | $444,438 | +$51,268 | +13.04% | |
| Jones Financial Companies Lllp | 0.00% | 13,485 | $376,906 | $433,947 | +$57,041 | +15.13% | |
| Jaffetilchin Investment Partners, Llc | 0.02% | 12,421 | $353,505 | $399,708 | +$46,203 | +13.07% | |
| Rpg Family Wealth Advisory, Llc | 0.08% | 12,086 | $343,968 | $388,927 | +$44,959 | +13.07% | |
| Stifel Financial Corp | 0.00% | 12,078 | $343,754 | $388,670 | +$44,916 | +13.07% | |
| Risk Paradigm Group, Llc | 0.28% | 11,728 | $333,779 | $377,407 | +$43,628 | +13.07% | |
| Ae Wealth Management Llc | 0.00% | 11,680 | $332,395 | $375,862 | +$43,467 | +13.08% | |
| Private Trust Co Na | 0.03% | 9,990 | $316,649 | $321,478 | +$4,829 | +1.53% | |
| Gateway Wealth Partners, Llc | 0.01% | 10,820 | $307,938 | $348,188 | +$40,250 | +13.07% | |
| Mml Investors Services, Llc | 0.00% | 10,463 | $297,771 | $336,699 | +$38,928 | +13.07% | |
| Pursue Wealth Partners Llc | 0.17% | 10,061 | $286,000 | $323,763 | +$37,763 | +13.20% | |
| Onyx Bridge Wealth Group Llc | 0.03% | 8,864 | $280,959 | $285,244 | +$4,285 | +1.52% | |
| Kestra Advisory Services, Llc | 0.00% | 8,483 | $268,878 | $272,983 | +$4,105 | +1.53% | |
| Stratos Wealth Advisors, Llc | 0.02% | 8,672 | $246,817 | $279,065 | +$32,248 | +13.07% | |
| Rvw Wealth, Llc | 0.02% | 7,591 | $240,609 | $244,278 | +$3,669 | +1.53% | |
| Cerity Partners Llc | 0.00% | 8,164 | $232,355 | $262,718 | +$30,363 | +13.07% | |
| Principal Securities, Inc. | 0.00% | 7,622 | $216,934 | $245,276 | +$28,342 | +13.06% | |
| Fifth Third Bancorp | 0.00% | 6,011 | $171,073 | $193,434 | +$22,361 | +13.07% | |
| Twin Peaks Wealth Advisors, Llc | 0.03% | 4,852 | $138,097 | $156,137 | +$18,040 | +13.06% | |
| Nbc Securities, Inc. | 0.01% | 4,166 | $132,048 | $134,062 | +$2,014 | +1.53% | |
| Gamma Investing Llc | 0.00% | 3,079 | $97,594 | $99,082 | +$1,488 | +1.52% | |
| Evelyn Partners Investment Management Llp | 0.00% | 3,010 | $85,665 | $96,862 | +$11,197 | +13.07% | |
| Bank Of Montreal | 0.00% | 2,764 | $78,663 | $88,946 | +$10,283 | +13.07% | |
| Western Wealth Management, Llc | 0.00% | 2,350 | $66,881 | $75,623 | +$8,742 | +13.07% | |
| Financial Perspectives, Inc | 0.02% | 2,079 | $65,888 | $66,902 | +$1,014 | +1.54% | |
| Harbour Investments, Inc. | 0.00% | 1,968 | $56,026 | $63,330 | +$7,304 | +13.04% | |
| Mtm Investment Management, Llc | 0.02% | 1,685 | $47,955 | $54,223 | +$6,268 | +13.07% |
Frequently asked questions about FRI
Who owns the most FRI stock?
The largest holders of FRI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST S&P REIT INDEX F (FRI).
Is FRI widely held by superinvestors?
Many widely followed stocks like FRI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FRI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.