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First Trust S&P REIT Index F (FRI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
TCP Asset Management, LLC
INCREASED
Shares576,747 from 562,592
Change+14,155 (+3%)
Value$17.0M (-$812.4K)
Filed 2026-10-14
Csenge Advisory Group
NEW
Shares155,821
Change+155,821
Value$4.6M
Filed 2026-11-04
True Blue Financial, LLC
DECREASED
Shares97,497 from 123,223
Change-25,726 (-21%)
Value$2.9M (-$1.0M)
Filed 2026-10-15
Chicago Partners Investment Group LLC
INCREASED
Shares78,065 from 76,829
Change+1,236 (+2%)
Value$2.4M (-$146.4K)
Filed 2026-10-27
Allspring Global Investments Holdings, LLC
NEW
Shares42,395
Change+42,395
Value$1.2M
Filed 2026-11-04
Maia Wealth LLC
INCREASED
Shares39,338 from 33,771
Change+5,567 (+16%)
Value$1.2M (+$92.8K)
Filed 2026-10-19
Kestra Private Wealth Services, LLC
NEW
Shares30,619
Change+30,619
Value$905.4K
Filed 2026-10-30
Cottonwood Capital Advisors, LLC
DECREASED
Shares18,498 from 18,520
Change-22 (0%)
Value$547.0K (-$40.0K)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares16,345 from 8,483
Change+7,862 (+93%)
Value$483.3K (+$214.5K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares13,155 from 13,364
Change-209 (-2%)
Value$389.0K (-$34.6K)
Filed 2026-11-02
Private Trust Co NA
DECREASED
Shares9,847 from 9,990
Change-143 (-1%)
Value$291.2K (-$25.5K)
Filed 2026-10-20
Onyx Bridge Wealth Group LLC
UNCHANGED
Shares8,864 from 8,864
Change0 (0%)
Value$262.1K (-$18.9K)
Filed 2026-10-16
Encompass More Asset Management
NEW
Shares8,727
Change+8,727
Value$258.1K
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
NEW
Shares8,548
Change+8,548
Value$253.0K
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
NEW
Shares7,454
Change+7,454
Value$218.4K
Filed 2026-10-13
Fifth Third Bancorp
DECREASED
Shares5,077 from 5,989
Change-912 (-15%)
Value$150.1K (-$39.7K)
Filed 2026-11-05
Lanark Financial, Inc.
DECREASED
Shares3,955 from 4,166
Change-211 (-5%)
Value$116.9K (-$15.1K)
Filed 2026-10-26
Gamma Investing LLC
DECREASED
Shares3,068 from 3,079
Change-11 (0%)
Value$90.7K (-$6.9K)
Filed 2026-10-08
Financial Perspectives, Inc
INCREASED
Shares2,087 from 2,079
Change+8 (+0%)
Value$61.7K (-$4.2K)
Filed 2026-11-03
MTM Investment Management, LLC
UNCHANGED
Shares1,685 from 1,685
Change0 (0%)
Value$49.8K (-$3.6K)
Filed 2026-10-30
Reap Financial Group, LLC
INCREASED
Shares901 from 895
Change+6 (+1%)
Value$26.6K (-$1.7K)
Filed 2026-11-02
CX Institutional
INCREASED
Shares737 from 733
Change+4 (+1%)
Value$22 (-$1)
Filed 2026-10-02
PNC Financial Services Group, Inc.
DECREASED
Shares173 from 546
Change-373 (-68%)
Value$5.1K (-$12.2K)
Filed 2026-11-06
CoreCap Advisors, LLC
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$3.5K (-$249)
Filed 2026-10-08
RVW Wealth, LLC
CLOSED
Shares0 from 7,591
Change-7,591 (-100%)
Value$0 (-$240.6K)
Filed 2026-10-06
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,327
Change-1,327 (-100%)
Value$0 (-$42.2K)
Filed 2026-11-02
Farther Finance Advisors, LLC
CLOSED
Shares0 from 363
Change-363 (-100%)
Value$0 (-$11.5K)
Filed 2026-10-08
Decker Retirement Planning Inc.
CLOSED
Shares0 from 170
Change-170 (-100%)
Value$0 (-$5.4K)
Filed 2026-10-19
Morgan Stanley
N/A
Shares— from 856,681
Change-856,681 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 643,819
Change-643,819 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 500,461
Change-500,461 (-100%)
Value—
UBS Group AG
N/A
Shares— from 279,866
Change-279,866 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 154,200
Change-154,200 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 74,763
Change-74,763 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 74,705
Change-74,705 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 64,511
Change-64,511 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 53,540
Change-53,540 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 45,413
Change-45,413 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 44,642
Change-44,642 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 44,625
Change-44,625 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 39,828
Change-39,828 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 33,215
Change-33,215 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 20,697
Change-20,697 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 17,348
Change-17,348 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 16,917
Change-16,917 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 16,753
Change-16,753 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 16,590
Change-16,590 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 14,638
Change-14,638 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 13,123
Change-13,123 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 12,987
Change-12,987 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 12,549
Change-12,549 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 12,191
Change-12,191 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 11,409
Change-11,409 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 11,392
Change-11,392 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 10,061
Change-10,061 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 8,164
Change-8,164 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 8,057
Change-8,057 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 7,630
Change-7,630 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 6,519
Change-6,519 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,952
Change-1,952 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,016
Change-1,016 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 979
Change-979 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 408
Change-408 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 265
Change-265 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 261
Change-261 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 241
Change-241 (-100%)
Value—
FMR LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 142
Change-142 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 130
Change-130 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 48
Change-48 (-100%)
Value—
Status
TCP Asset Management, LLC
INCREASED576,747562,592+14,155+3%$17.8M$17.0M-$812.4K2026-10-14
Csenge Advisory Group
NEW155,821—+155,821——$4.6M—2026-11-04
True Blue Financial, LLC
DECREASED97,497123,223-25,726-21%$3.9M$2.9M-$1.0M2026-10-15
Chicago Partners Investment Group LLC
INCREASED78,06576,829+1,236+2%$2.5M$2.4M-$146.4K2026-10-27
Allspring Global Investments Holdings, LLC
NEW42,395—+42,395——$1.2M—2026-11-04
Maia Wealth LLC
INCREASED39,33833,771+5,567+16%$1.1M$1.2M+$92.8K2026-10-19
Kestra Private Wealth Services, LLC
NEW30,619—+30,619——$905.4K—2026-10-30
Cottonwood Capital Advisors, LLC
DECREASED18,49818,520-220%$587.0K$547.0K-$40.0K2026-10-20
Kestra Advisory Services, LLC
INCREASED16,3458,483+7,862+93%$268.9K$483.3K+$214.5K2026-11-02
Commonwealth Equity Services, LLC
DECREASED13,15513,364-209-2%$423.6K$389.0K-$34.6K2026-11-02
Private Trust Co NA
DECREASED9,8479,990-143-1%$316.6K$291.2K-$25.5K2026-10-20
Onyx Bridge Wealth Group LLC
UNCHANGED8,8648,86400%$281.0K$262.1K-$18.9K2026-10-16
Encompass More Asset Management
NEW8,727—+8,727——$258.1K—2026-10-16
Cambridge Investment Research Advisors, Inc.
NEW8,548—+8,548——$253.0K—2026-11-02
Wealth Enhancement Advisory Services, LLC
NEW7,454—+7,454——$218.4K—2026-10-13
Fifth Third Bancorp
DECREASED5,0775,989-912-15%$189.8K$150.1K-$39.7K2026-11-05
Lanark Financial, Inc.
DECREASED3,9554,166-211-5%$132.0K$116.9K-$15.1K2026-10-26
Gamma Investing LLC
DECREASED3,0683,079-110%$97.6K$90.7K-$6.9K2026-10-08
Financial Perspectives, Inc
INCREASED2,0872,079+8+0%$65.9K$61.7K-$4.2K2026-11-03
MTM Investment Management, LLC
UNCHANGED1,6851,68500%$53.4K$49.8K-$3.6K2026-10-30
Reap Financial Group, LLC
INCREASED901895+6+1%$28.4K$26.6K-$1.7K2026-11-02
CX Institutional
INCREASED737733+4+1%$23$22-$12026-10-02
PNC Financial Services Group, Inc.
DECREASED173546-373-68%$17.3K$5.1K-$12.2K2026-11-06
CoreCap Advisors, LLC
UNCHANGED11711700%$3.7K$3.5K-$2492026-10-08
RVW Wealth, LLC
CLOSED07,591-7,591-100%$240.6K$0-$240.6K2026-10-06
International Assets Investment Management, LLC
CLOSED01,327-1,327-100%$42.2K$0-$42.2K2026-11-02
Farther Finance Advisors, LLC
CLOSED0363-363-100%$11.5K$0-$11.5K2026-10-08
Decker Retirement Planning Inc.
CLOSED0170-170-100%$5.4K$0-$5.4K2026-10-19
Morgan Stanley
N/A—856,681-856,681-100%$27.2M———
LPL Financial LLC
N/A—643,819-643,819-100%$20.4M———
Cetera Investment Advisers
N/A—500,461-500,461-100%$15.9M———
UBS Group AG
N/A—279,866-279,866-100%$8.9M———
Aft, Forsyth & Sober, LLC
N/A—154,200-154,200-100%$4.4M———
Wells Fargo & Company
N/A—74,763-74,763-100%$2.4M———
Benjamin Edwards Inc
N/A—74,705-74,705-100%$2.4M———
Goldman Sachs Group Inc
N/A—64,511-64,511-100%$2.0M———
Envestnet Asset Management Inc
N/A—53,540-53,540-100%$1.7M———
Bank of America Corp
N/A—45,413-45,413-100%$1.4M———
Citadel Advisors LLC
N/A—44,642-44,642-100%$1.4M———
Royal Bank of Canada
N/A—44,625-44,625-100%$1.4M———
Susquehanna International Group, LLP
N/A—39,828-39,828-100%$1.3M———
Stifel Financial Corp
N/A—33,215-33,215-100%$1.1M———
Raymond James Financial Inc
N/A—20,697-20,697-100%$656.0K———
Ameriprise Financial Inc
N/A—17,348-17,348-100%$549.9K———
HighTower Advisors, LLC
N/A—16,917-16,917-100%$536.2K———
Osaic Holdings, Inc.
N/A—16,753-16,753-100%$531.2K———
Jones Financial Companies Lllp
N/A—16,590-16,590-100%$534.5K———
Harvest Investment Services, LLC
N/A—14,638-14,638-100%$464.0K———
Private Advisor Group, LLC
N/A—13,123-13,123-100%$415.9K———
AE Wealth Management LLC
N/A—12,987-12,987-100%$411.7K———
RPg Family Wealth Advisory, LLC
N/A—12,549-12,549-100%$397.8K———
Risk Paradigm Group, LLC
N/A—12,191-12,191-100%$386.4K———
Jaffetilchin Investment Partners, LLC
N/A—11,409-11,409-100%$361.6K———
MML Investors Services, LLC
N/A—11,392-11,392-100%$361.1K———
Pursue Wealth Partners LLC
N/A—10,061-10,061-100%$318.9K———
Cerity Partners LLC
N/A—8,164-8,164-100%$258.8K———
Stratos Wealth Advisors, LLC
N/A—8,057-8,057-100%$255.4K———
Principal Securities, Inc.
N/A—7,630-7,630-100%$241.8K———
Janney Montgomery Scott LLC
N/A—6,519-6,519-100%$207.0K———
Ancora Advisors LLCA
N/A—2,000-2,000-100%$63.4K———
Harbour Investments, Inc.
N/A—1,952-1,952-100%$61.9K———
IFG Advisory, LLC
N/A—1,016-1,016-100%$32.2K———
Arax Advisory Partners
N/A—1,000-1,000-100%$31.7K———
NewEdge Advisors, LLC
N/A—979-979-100%$31.0K———
Geneos Wealth Management Inc.
N/A—408-408-100%$12.9K———
Benson Wealth Management Inc
N/A—265-265-100%$8.4K———
Smartleaf Asset Management LLC
N/A—261-261-100%$8.4K———
Rockefeller Capital Management L.P.
N/A—241-241-100%$7.7K———
FMR LLC
N/A—240-240-100%$7.6K———
Millstone Evans Group, LLC
N/A—200-200-100%$6.3K———
Global Retirement Partners, LLC
N/A—150-150-100%$4.8K———
Bank of Montreal
N/A—142-142-100%$4.5K———
Northwestern Mutual Wealth Management Co
N/A—130-130-100%$4.1K———
Continuum Advisory, LLC
N/A—115-115-100%$3.6K———
JPMorgan Chase & Co
N/A—48-48-100%$1.6K———
Showing 75 of 75 institutions