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First Trust S&P REIT Index Fund
FRI

70 hedge funds and large institutions have $111M invested in First Trust S&P REIT Index Fund in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

3% more funds holding

Funds holding: 68 → 70 (+2)

2% more capital invested

Capital invested by funds: $108M → $111M (+$2.39M)

2.81% less ownership

Funds ownership: 72.64% → 69.83% (-2.8%)

26% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 27

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
20
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TAM
TCP Asset Management
Ohio
+$4.69M
2
Morgan Stanley
Morgan Stanley
New York
+$1.87M
3
CI
CX Institutional
Indiana
+$703K
4
VF
Virtu Financial
New York
+$407K
5
Two Sigma Investments
Two Sigma Investments
New York
+$348K

Top Sellers

1
TFP
TrueWealth Financial Partners
Washington
-$2.94M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.89M
3
AWM
AE Wealth Management
Kansas
-$2.37M
4
Stifel Financial
Stifel Financial
Missouri
-$1.06M
5
Goldman Sachs
Goldman Sachs
New York
-$526K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$372K -$2.22K -77 -0.6%
JIP
27
Jaffetilchin Investment Partners
Florida
$354K -$79.4K -2,759 -18%
RFWA
28
RPg Family Wealth Advisory
Massachusetts
$344K +$348K +12,086 New
Stifel Financial
29
Stifel Financial
Missouri
$344K -$1.06M -36,726 -75%
RPG
30
Risk Paradigm Group
Texas
$334K +$338K +11,728 New
AWM
31
AE Wealth Management
Kansas
$332K -$2.37M -82,380 -88%
GWP
32
Gateway Wealth Partners
Wisconsin
$308K +$312K +10,820 New
MML Investors Services
33
MML Investors Services
Massachusetts
$298K -$47.8K -1,662 -14%
PTC
34
Private Trust Company
Ohio
$297K – – –
PWP
35
Pursue Wealth Partners
California
$286K – – –
KAS
36
Kestra Advisory Services
Texas
$278K +$61K +2,118 +28%
OBWG
37
Onyx Bridge Wealth Group
New York
$252K -$489 -17 -0.2%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$251K -$21.6K -750 -8%
SWA
39
Stratos Wealth Advisors
Ohio
$247K +$547 +19 +0.2%
RW
40
RVW Wealth
California
$242K – – –
Cerity Partners
41
Cerity Partners
New York
$232K – – –
PS
42
Principal Securities
Iowa
$217K -$13K -452 -6%
SS
43
SBI Securities
Japan
$190K +$28.7K +996 New
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$171K +$173K +6,011 New
TPWA
45
Twin Peaks Wealth Advisors
California
$138K +$140K +4,852 New
NS
46
NBC Securities
Alabama
$119K – – –
GI
47
GAMMA Investing
California
$87.6K +$24.8K +862 +39%
EPIM
48
Evelyn Partners Investment Management
$85.7K – – –
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$78.7K +$4.09K +142 +5%
EWM
50
Evolution Wealth Management
Florida
$66.8K +$3.08K +107 +5%
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FRI Hedge Fund Activity: Q1 2026 in Review

70 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust S&P REIT Index Fund (FRI) for Q1 2026, worth a combined $111M — up 2.2% from $108M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FRI positions and 6 closed out — a net gain of 4 holders — while 20 added to existing stakes and 27 trimmed.

The largest buyer was TCP Asset Management, adding an estimated $4.69M. The largest seller was TrueWealth Financial Partners, exiting entirely with an estimated $2.94M sold.

  • 70 institutional investors held First Trust S&P REIT Index Fund (FRI) as of Q1 2026, up from 68 in Q4 2025.
  • Funds reported $111M of First Trust S&P REIT Index Fund stock for Q1 2026, up 2.2% quarter-over-quarter.
  • 10 funds opened new First Trust S&P REIT Index Fund positions in Q1 2026 and 6 closed out, a net change of +4 holders.
  • The largest First Trust S&P REIT Index Fund buyer in Q1 2026 was TCP Asset Management, an estimated $4.69M added.
  • The largest First Trust S&P REIT Index Fund seller in Q1 2026 was TrueWealth Financial Partners, an estimated $2.94M sold.

Based on aggregated 13F filings for Q1 2026.