Who owns FRI?
First Trust S&P REIT Index Fund · First Trust
69 institutions reported holding FRI, worth $127.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FRI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $27.2M | 856,681 | −164,133 shares |
| LPL Financial LLC | Fort Mill, SC | $20.4M | 643,819 | +73,421 shares |
| TCP Asset Management, LLC | Upper Arlington, OH | $17.8M | 562,592 | +19,573 shares |
| Cetera Investment Advisers | Schaumburg, IL | $15.9M | 500,461 | +2,643 shares |
| UBS Group AG | Zurich, Switzerland | $8.9M | 279,866 | +159,708 shares |
| Aft, Forsyth & Sober, LLC | Valrico, FL | $4.4M | 154,200 | No change |
| True Blue Financial, LLC | Stevensville, MI | $3.9M | 123,223 | +14,815 shares |
| Chicago Partners Investment Group LLC | Chicago, IL | $2.5M | 76,829 | −56 shares |
| Wells Fargo & Company | San Francisco, CA | $2.4M | 74,763 | −2,991 shares |
| Benjamin Edwards Inc. | Clayton, MO | $2.4M | 74,705 | −5,954 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FRI?
69 institutional managers reported holding FRI in Form 13F filings for June 30, 2026, worth $127.2M in total. The largest reported position was held by Morgan Stanley, at $27.2M.
Did institutions buy or sell FRI last quarter?
Reported 13F value rose 15.4% from March 31, 2026, which includes price moves as well as buying and selling. 10 firms reported a new position and 8 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FRI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.