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First Trust S&P REIT Index Fund
FRI

69 hedge funds and large institutions have $127M invested in First Trust S&P REIT Index Fund in 2026 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

15% more capital invested

Capital invested by funds: $111M → $127M (+$16.2M)

0.56% more ownership

Funds ownership: 69.83% → 70.39% (+0.56%)

1% less funds holding

Funds holding: 70 → 69 (-1)

Holders
69
Holders Change
-1
Holders Change %
-1.43%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
28
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$4.92M
2
LPL Financial
LPL Financial
California
+$2.26M
3
Goldman Sachs
Goldman Sachs
New York
+$1.99M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.37M
5
Stifel Financial
Stifel Financial
Missouri
+$651K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.05M
2
Two Sigma Investments
Two Sigma Investments
New York
-$1.33M
3
CI
CX Institutional
Indiana
-$832K
4
VF
Virtu Financial
New York
-$403K
5
Raymond James Financial
Raymond James Financial
Florida
-$396K

FRI Hedge Fund Activity: Q2 2026 in Review

69 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in First Trust S&P REIT Index Fund (FRI) for Q2 2026, worth a combined $127M — up 15% from $111M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FRI positions and 7 closed out — a net gain of 3 holders — while 28 added to existing stakes and 18 trimmed.

The largest buyer was UBS Group, adding an estimated $4.92M. The largest seller was Morgan Stanley, cutting an estimated $5.05M.

  • 69 institutional investors held First Trust S&P REIT Index Fund (FRI) as of Q2 2026, down from 70 in Q1 2026.
  • Funds reported $127M of First Trust S&P REIT Index Fund stock for Q2 2026, up 15% quarter-over-quarter.
  • 10 funds opened new First Trust S&P REIT Index Fund positions in Q2 2026 and 7 closed out, a net change of +3 holders.
  • The largest First Trust S&P REIT Index Fund buyer in Q2 2026 was UBS Group, an estimated $4.92M added.
  • The largest First Trust S&P REIT Index Fund seller in Q2 2026 was Morgan Stanley, an estimated $5.05M sold.

Based on aggregated 13F filings for Q2 2026.