13FBOX
FIRST TRUST S&P REIT INDEX FUND · 13F Institutional Holdings
Options Calculator Rankings
F

FIRST TRUST S&P REIT INDEX FUND

FRI
Institutions
68
Combined AUM (Q2 2026)
$126.7M
Combined Shares (Q2 2026)
4.0M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+539,687
38 · 10 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-179,674
29 · 12 Exit · ≈
⚖️ Net
+360,013
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$126.7M
Institutions
68
New Buys
10
Adds
28
Reduces
17
Exits
12
Unchanged
13
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
<0.01%<0.01%#29$27.2M856,681$21.8M777,208+79,473+10.23%Add
LPL Financial LLC
<0.01%<0.01%#22$20.4M643,819$16.2M570,398+73,421+12.87%Add
TCP Asset Management, LLC
2.02%1.99%#1$17.8M562,592$15.5M543,019+19,573+3.60%Add
Cetera Investment Advisers
0.01%0.02%#17$15.9M500,461$14.2M497,818+2,643+0.53%Add
UBS Group AG
<0.01%<0.01%#32$8.9M279,866$3.4M120,158+159,708+132.91%Add
Aft, Forsyth & Sober, LLC
1.34%1.34%#3$4.4M154,200$4.4M154,20000.00%Unchanged
TRUE BLUE FINANCIAL, LLC
1.65%2.43%#2$3.9M123,223$3.1M108,408+14,815+13.67%Add
Chicago Partners Investment Group LLC
0.05%0.05%#10$2.5M76,829$2.3M76,885-56-0.07%Reduce
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#44$2.4M74,763$2.2M77,754-2,991-3.85%Reduce
BENJAMIN EDWARDS INC
0.02%0.02%#13$2.4M74,705$2.3M80,659-5,954-7.38%Reduce
GOLDMAN SACHS GROUP INC
<0.01%#54$2.0M64,511$00+64,511New Buy
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#42$1.7M53,540$1.4M49,768+3,772+7.58%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#60$1.4M45,413$1.3M44,591+822+1.84%Add
CITADEL ADVISORS LLC
<0.01%#55$1.4M44,642$00+44,642New Buy
ROYAL BANK OF CANADA
<0.01%<0.01%#51$1.4M44,625$1.4M49,614-4,989-10.06%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#58$1.3M39,828$587,18720,632+19,196+93.04%Add
Maia Wealth LLC
0.16%0.14%#7$1.1M33,771$799,17928,081+5,690+20.26%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#33$1.1M33,215$343,75412,078+21,137+175.00%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#53$656,04420,697$954,89733,553-12,856-38.32%Reduce
COTTONWOOD CAPITAL ADVISORS, LLC
0.35%0.37%#4$587,02918,520$523,80818,405+115+0.62%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#56$549,86717,348$492,80417,316+32+0.18%Add
HighTower Advisors, LLC
<0.01%<0.01%#40$536,20716,917$480,32416,877+40+0.24%Add
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#50$534,54616,590$376,90613,485+3,105+23.03%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#38$531,22516,753$393,17013,811+2,942+21.30%Add
Harvest Investment Services, LLC
0.07%0.08%#9$463,98714,638$422,95914,861-223-1.50%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%#39$423,58513,364$00+13,364New Buy
Private Advisor Group, LLC
<0.01%<0.01%#27$415,94613,123$371,73613,062+61+0.47%Add
AE Wealth Management LLC
<0.01%<0.01%#26$411,65612,987$332,39511,680+1,307+11.19%Add
RPg Family Wealth Advisory, LLC
0.08%0.07%#8$397,76012,549$343,96812,086+463+3.83%Add
Risk Paradigm Group, LLC
0.3%0.28%#5$386,41312,191$333,77911,728+463+3.95%Add
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#36$361,09711,392$297,77110,463+929+8.88%Add
PURSUE WEALTH PARTNERS LLC
0.18%0.17%#6$318,89910,061$286,00010,06100.00%Unchanged
PRIVATE TRUST CO NA
0.03%0.03%#11$316,6499,990$296,6929,99000.00%Unchanged
Onyx Bridge Wealth Group LLC
0.03%0.03%#12$280,9598,864$252,2698,86400.00%Unchanged
Kestra Advisory Services, LLC
<0.01%<0.01%#34$268,8788,483$277,7929,761-1,278-13.09%Reduce
Cerity Partners LLC
<0.01%<0.01%#45$258,7808,164$232,3558,16400.00%Unchanged
Stratos Wealth Advisors, LLC
0.01%0.02%#18$255,3958,057$246,8178,672-615-7.09%Reduce
PRINCIPAL SECURITIES, INC.
<0.01%<0.01%#25$241,8367,630$216,9347,622+8+0.10%Add
RVW Wealth, LLC
0.02%0.02%#15$240,6097,591$241,8538,498-907-10.67%Reduce
Janney Montgomery Scott LLC
<0.01%<0.01%#43$206,6306,519$251,0008,819-2,300-26.08%Reduce
FIFTH THIRD BANCORP
<0.01%<0.01%#46$189,8315,989$171,0736,011-22-0.37%Reduce
LANARK FINANCIAL, INC.
0.01%0.01%#19$132,0484,166$118,5644,16600.00%Unchanged
GAMMA Investing LLC
<0.01%<0.01%#23$97,5943,079$87,6283,07900.00%Unchanged
Integrated Wealth Concepts LLC
<0.01%#41$92,0462,904$00+2,904New Buy
Financial Perspectives, Inc
0.02%0.02%#14$65,8882,079$58,9592,072+7+0.34%Add
Ancora Advisors LLC
<0.01%#31$63,4002,000$00+2,000New Buy
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#35$61,8661,952$56,0261,968-16-0.81%Reduce
MTM Investment Management, LLC
0.02%0.02%#16$53,4091,685$47,9551,68500.00%Unchanged
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
<0.01%#30$42,1561,327$00+1,327New Buy
Arax Advisory Partners
<0.01%<0.01%#52$31,6971,000$28,4601,00000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow