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 $126.09M 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 $27.15M in its June 30, 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 $26.18M, representing an estimated loss of -3.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed FRI value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Tcp Asset Management, 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
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
84
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% | 856,681 | $27,153,889 | $26,180,171 | -$973,718 | -3.59% | |
| Lpl Financial Llc | 0.00% | 643,819 | $20,406,856 | $19,675,109 | -$731,747 | -3.59% | |
| Tcp Asset Management, Llc | 2.02% | 562,592 | $17,832,258 | $17,192,812 | -$639,446 | -3.59% | |
| Cetera Investment Advisers | 0.01% | 500,461 | $15,862,900 | $15,294,088 | -$568,812 | -3.59% | |
| Ubs Group Ag | 0.00% | 279,866 | $8,870,913 | $8,552,705 | -$318,208 | -3.59% | |
| Aft, Forsyth & Sober, Llc | 1.37% | 154,200 | $4,388,532 | $4,712,352 | +$323,820 | +7.38% | |
| True Blue Financial, Llc | 1.65% | 123,223 | $3,905,761 | $3,765,695 | -$140,066 | -3.59% | |
| Chicago Partners Investment Group Llc | 0.05% | 76,829 | $2,504,714 | $2,347,894 | -$156,820 | -6.26% | |
| Wells Fargo & Company/Mn | 0.00% | 74,763 | $2,369,739 | $2,284,757 | -$84,982 | -3.59% | |
| Benjamin Edwards Inc | 0.02% | 74,705 | $2,368,912 | $2,282,985 | -$85,927 | -3.63% | |
| Goldman Sachs Group Inc | 0.00% | 64,511 | $2,044,779 | $1,971,456 | -$73,323 | -3.59% | |
| Envestnet Asset Management Inc | 0.00% | 53,540 | $1,697,034 | $1,636,182 | -$60,852 | -3.59% | |
| Bank Of America Corp | 0.00% | 45,413 | $1,439,417 | $1,387,821 | -$51,596 | -3.58% | |
| Citadel Advisors Llc | 0.00% | 44,642 | $1,415,000 | $1,364,260 | -$50,740 | -3.59% | |
| Royal Bank Of Canada | 0.00% | 44,625 | $1,414,000 | $1,363,740 | -$50,260 | -3.55% | |
| Susquehanna International Group, Llp | 0.00% | 39,828 | $1,262,412 | $1,217,144 | -$45,268 | -3.59% | |
| Maia Wealth Llc | 0.16% | 33,771 | $1,070,437 | $1,032,042 | -$38,395 | -3.59% | |
| Stifel Financial Corp | 0.00% | 33,215 | $1,052,800 | $1,015,050 | -$37,750 | -3.59% | |
| Raymond James Financial Inc | 0.00% | 20,697 | $656,044 | $632,500 | -$23,544 | -3.59% | |
| Cottonwood Capital Advisors, Llc | 0.35% | 18,520 | $587,029 | $565,971 | -$21,058 | -3.59% | |
| Ameriprise Financial Inc | 0.00% | 17,348 | $549,867 | $530,155 | -$19,712 | -3.58% | |
| Jones Financial Companies Lllp | 0.00% | 16,590 | $534,546 | $506,990 | -$27,556 | -5.15% | |
| Osaic Holdings, Inc. | 0.00% | 16,753 | $531,225 | $511,972 | -$19,253 | -3.62% | |
| Harvest Investment Services, Llc | 0.07% | 14,638 | $463,987 | $447,337 | -$16,650 | -3.59% | |
| Commonwealth Equity Services, Llc | 0.00% | 13,364 | $423,585 | $408,404 | -$15,181 | -3.58% | |
| Private Advisor Group, Llc | 0.00% | 13,123 | $415,946 | $401,039 | -$14,907 | -3.58% | |
| Rpg Family Wealth Advisory, Llc | 0.07% | 12,549 | $397,761 | $383,497 | -$14,264 | -3.59% | |
| Risk Paradigm Group, Llc | 0.30% | 12,191 | $386,413 | $372,557 | -$13,856 | -3.59% | |
| Mml Investors Services, Llc | 0.00% | 11,392 | $361,097 | $348,140 | -$12,957 | -3.59% | |
| Jaffetilchin Investment Partners, Llc | 0.02% | 12,421 | $353,505 | $379,586 | +$26,081 | +7.38% | |
| Pursue Wealth Partners Llc | 0.18% | 10,061 | $318,899 | $307,464 | -$11,435 | -3.59% | |
| Private Trust Co Na | 0.03% | 9,990 | $316,649 | $305,294 | -$11,355 | -3.59% | |
| Onyx Bridge Wealth Group Llc | 0.03% | 8,864 | $280,959 | $270,884 | -$10,075 | -3.59% | |
| Kestra Advisory Services, Llc | 0.00% | 8,483 | $268,878 | $259,240 | -$9,638 | -3.58% | |
| Cerity Partners Llc | 0.00% | 8,164 | $258,780 | $249,492 | -$9,288 | -3.59% | |
| Stratos Wealth Advisors, Llc | 0.01% | 8,057 | $255,395 | $246,222 | -$9,173 | -3.59% | |
| Principal Securities, Inc. | 0.00% | 7,630 | $241,836 | $233,173 | -$8,663 | -3.58% | |
| Rvw Wealth, Llc | 0.02% | 7,591 | $240,609 | $231,981 | -$8,628 | -3.59% | |
| Janney Montgomery Scott Llc | 0.00% | 6,519 | $207,000 | $199,221 | -$7,779 | -3.76% | |
| Fifth Third Bancorp | 0.00% | 5,989 | $189,831 | $183,024 | -$6,807 | -3.59% | |
| Nbc Securities, Inc. | 0.01% | 4,166 | $132,048 | $127,313 | -$4,735 | -3.59% | |
| Gamma Investing Llc | 0.00% | 3,079 | $97,594 | $94,094 | -$3,500 | -3.59% | |
| Evelyn Partners Investment Management Llp | 0.00% | 3,010 | $85,665 | $91,986 | +$6,321 | +7.38% | |
| Financial Perspectives, Inc | 0.02% | 2,079 | $65,888 | $63,534 | -$2,354 | -3.57% | |
| Harbour Investments, Inc. | 0.00% | 1,952 | $61,866 | $59,653 | -$2,213 | -3.58% | |
| Mtm Investment Management, Llc | 0.02% | 1,685 | $53,409 | $51,494 | -$1,915 | -3.59% | |
| International Assets Investment Management, Llc | 0.00% | 1,327 | $42,156 | $40,553 | -$1,603 | -3.80% | |
| Ifg Advisory, Llc | 0.00% | 1,016 | $32,203 | $31,049 | -$1,154 | -3.58% | |
| Arax Advisory Partners | 0.00% | 1,000 | $31,697 | $30,560 | -$1,137 | -3.59% | |
| Newedge Advisors, Llc | 0.00% | 979 | $31,016 | $29,918 | -$1,098 | -3.54% |
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.