FRI — First Trust S&P Reit Index Fund Institutional Holders · Q3 2026
Who owns First Trust S&P Reit Index Fund (FRI)? 5 institutions reported holding $116,181 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: GAMMA Investing LLC ($90,721), CX Institutional ($22,000), CoreCap Advisors, LLC ($3,460).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | GAMMA Investing LLC | $90,721 | 3,068 | Trimmed |
| 2 | CX Institutional | $22,000 | 737 | Added |
| 3 | CoreCap Advisors, LLC | $3,460 | 117 | Hold |
| 4 | RVW Wealth, LLC | $0 | 0 | Exited |
| 5 | Farther Finance Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30