Public ownership evidence

First Trust S&P REIT Index Fund (FRI) Ownership Disclosures

Read FRI insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

First Trust S&P REIT Index Fund: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
IFG Advisory, LLC
Report period
2026-06-30
Available
2026-08-15
Reported shares
1,016
Value (USD)
$32,203
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001728319-26-000006
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read FRI fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read FRI fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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IFG Advisory, LLC2026-06-302026-08-151,016$32,203None
OSAIC HOLDINGS, INC.2026-06-302026-08-15288$9,127None
OSAIC HOLDINGS, INC.2026-06-302026-08-15740$23,455None
OSAIC HOLDINGS, INC.2026-06-302026-08-1515,725$498,643None
Aft, Forsyth & Sober, LLC2026-06-302026-08-15154,200$4,388,532None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-158,629$273,510None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1531,199$988,902None
Ancora Advisors LLC2026-06-302026-08-152,000$63,400None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1516,590$534,546None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1517,348$549,867None
Harvest Investment Services, LLC2026-06-302026-08-1514,638$463,987None
Cerity Partners LLC2026-06-302026-08-158,164$258,780None
ROYAL BANK OF CANADA2026-06-302026-08-1544,625$1,414,000None
CITADEL ADVISORS LLC2026-06-302026-08-1544,642$1,415,000None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1564,511$2,044,779None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1511,122$352,533None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-159,575$303,511None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1542,826$1,357,445None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1531,937$1,012,294None
BANK OF AMERICA CORP /DE/2026-06-302026-08-157,714$244,511None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1537,699$1,194,906None
Rockefeller Capital Management L.P.2026-06-302026-08-14241$7,650None
UBS Group AG2026-06-302026-08-14279,866$8,870,913None
MORGAN STANLEY2026-06-302026-08-14312$9,889None
MORGAN STANLEY2026-06-302026-08-14505$16,007None
MORGAN STANLEY2026-06-302026-08-14228$7,239None
MORGAN STANLEY2026-06-302026-08-14855,636$27,120,754None
FMR LLC2026-06-302026-08-14240$7,593None
Smartleaf Asset Management LLC2026-06-302026-08-13261$8,402None
Integrated Wealth Concepts LLC2026-06-302026-08-132,904$92,046None
Cetera Investment Advisers2026-06-302026-08-13500,461$15,862,900None
NewEdge Advisors, LLC2026-06-302026-08-13979$31,016None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-13130$4,121None
BANK OF MONTREAL /CAN/2026-06-302026-08-13142$4,501None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-131,952$61,866None
STIFEL FINANCIAL CORP2026-06-302026-08-1333,215$1,052,800None
JPMORGAN CHASE & CO2026-06-302026-08-1348$1,545None
JPMORGAN CHASE & CO2026-06-302026-08-130$10None
Millstone Evans Group, LLC2026-06-302026-08-12200$6,339None
Stratos Wealth Advisors, LLC2026-06-302026-08-128,057$255,395None
Benson Wealth Management INC2026-06-302026-08-11265$8,400None
Arax Advisory Partners2026-06-302026-08-111,000$31,697None
PURSUE WEALTH PARTNERS LLC2026-06-302026-08-0810,061$318,899None
LPL Financial LLC2026-06-302026-08-08643,819$20,406,856None
PNC Financial Services Group, Inc.2026-06-302026-08-08173$5,484None
PNC Financial Services Group, Inc.2026-06-302026-08-08373$11,823None
MML INVESTORS SERVICES, LLC2026-06-302026-08-0811,392$361,097None
Geneos Wealth Management Inc.2026-06-302026-08-07408$12,932None
Global Retirement Partners, LLC2026-06-302026-08-07150$4,754None
Continuum Advisory, LLC2026-06-302026-08-07115$3,645None

90-day public filing window, up to 50 source positions.

IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗Aft, Forsyth & Sober, LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗Ancora Advisors LLC ↗JONES FINANCIAL COMPANIES LLLP ↗AMERIPRISE FINANCIAL INC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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