Vault-13

FIRST TR EXCHANGE TRADED FD FTRI

INDXX NAT RE ETF · ETP · CUSIP 33734X838

72 institutional holders +0 vs Q1 2026
5,181,6495.2m shares reported held*
$82.3mreported value*
10 new 23 added 24 reduced 8 sold out net bought ≈ $6.4m (+405.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $15.88.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 80Q4 22: 78Q1 23: 85Q2 23: 79Q3 23: 83Q4 23: 79Q1 24: 79Q2 24: 76Q3 24: 73Q4 24: 78Q1 25: 69Q2 25: 65Q3 25: 63Q4 25: 65Q1 26: 72Q2 26: 7272Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202280
Q4 202278
Q1 202385
Q2 202379
Q3 202383
Q4 202379
Q1 202479
Q2 202476
Q3 202473
Q4 202478
Q1 202569
Q2 202565
Q3 202563
Q4 202565
Q1 202672
Q2 202672

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 24: 17 bought or addedQ3 24: 50 cut or sold outQ4 24: 26 bought or addedQ4 24: 42 cut or sold outQ4 24Q1 25: 18 bought or addedQ1 25: 46 cut or sold outQ2 25: 25 bought or addedQ2 25: 37 cut or sold outQ2 25Q3 25: 24 bought or addedQ3 25: 39 cut or sold outQ4 25: 23 bought or addedQ4 25: 42 cut or sold outQ4 25Q1 26: 35 bought or addedQ1 26: 28 cut or sold outQ2 26: 33 bought or addedQ2 26: 32 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241750
Q4 20242642
Q1 20251846
Q2 20252537
Q3 20252439
Q4 20252342
Q1 20263528
Q2 20263332

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +285,588+285.6k
Farther Finance Advisors, LLC New +132,668+132.7k
RAYMOND JAMES FINANCIAL INC Added +99,641+99.6k
Integrated Wealth Concepts LLC Added +30,010+30.0k
Private Advisor Group, LLC New +28,982+29.0k
Lauer Wealth, LLC Added +19,320+19.3k
Van Diest Capital, LLC Added +18,569+18.6k
Security National Bank Added +16,009+16.0k
OLD MISSION CAPITAL LLC Added +14,132+14.1k
FLOW TRADERS U.S. LLC New +13,343+13.3k

Biggest sellers

LPL Financial LLC Reduced -106,488-106.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -43,514-43.5k
LEVEL FOUR ADVISORY SERVICES, LLC Sold out -38,893-38.9k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -37,774-37.8k
Monument Capital Management Sold out -25,286-25.3k
Mariner, LLC Sold out -18,715-18.7k
PCG Wealth Advisors, LLC Sold out -14,702-14.7k
JANE STREET GROUP, LLC Reduced -6,276-6.3k
Gladstone Institutional Advisory LLC Reduced -6,000-6.0k
Modern Wealth Management, LLC Reduced -4,743-4.7k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 1,079,8531.1m $17.1m $17.1m 0.00% Reduced -106.5k -106,488
2 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 805,957806.0k $12.8m $12.8m 0.00% Reduced -4.4k -4,371
3 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 613,614613.6k $9.7m $9.7m 0.01% Added +285.6k +285,588
4 PARK NATIONAL CORP /OH/ 0.12% of their portfolio NEWARK, OH 273,302273.3k $4.3m $4.3m 0.12% Added +10.6k +10,589
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 240,905240.9k $3.8m $3.8m 0.00% Added +7.1k +7,123
6 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 217,030217.0k $3.4m $3.4m 0.00% Added +7.9k +7,885
7 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 178,018178.0k $2.8m $2.8m 0.00% Reduced -37.8k -37,774
8 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 174,310174.3k $2.8m $2.8m 0.00% Reduced -3.1k -3,081
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 169,980170.0k $2.7m $2.7m 0.00% Added +99.6k +99,641
10 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 132,668132.7k $2.1m $2.1m 0.02% New
11 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 91,90991.9k $1.5m $1.5m 0.00% Reduced -43.5k -43,514
12 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 82,80682.8k $1.3m $1.3m 0.01% Added +3.2k +3,239
13 Security National Bank 0.15% of their portfolio OMAHA, NE 78,98379.0k $1.3m $1.3m 0.15% Added +16.0k +16,009
14 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 74,98575.0k $1.2m $1.2m 0.00% Reduced -4.0k -3,959
15 Lauer Wealth, LLC 0.81% of their portfolio VALPARAISO, IN 72,90072.9k $1.2m $1.2m 0.81% Added +19.3k +19,320
16 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 66,29466.3k $1.1m $1.1m 0.00% Reduced -6.3k -6,276
17 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 55,56355.6k $881.8k $881.8k 0.00% Added +30.0k +30,010
18 Gladstone Institutional Advisory LLC 0.03% of their portfolio Bedminster, NJ 51,64951.6k $819.7k $819.7k 0.03% Reduced -6.0k -6,000
19 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 39,81839.8k $631.9k $631.9k 0.00% Reduced -2.1k -2,091
20 MANCHESTER FINANCIAL INC 0.11% of their portfolio Westlake Village, CA 39,25339.3k $622.9k $622.9k 0.11% Added +229 +229
21 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 36,26936.3k $575.6k $575.6k 0.01% Added +14.1k +14,132
22 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 35,21835.2k $558.9k $558.9k 0.01% Unchanged
23 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 34,14534.1k $542.0k $542.0k 0.00% Added +7.8k +7,828
24 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 33,12833.1k $525.7k $525.7k 0.01% Reduced -4.7k -4,743
25 Van Diest Capital, LLC 0.46% of their portfolio POLY CITY, IA 32,62332.6k $517.7k $517.7k 0.46% Added +18.6k +18,569
26 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 30,04230.0k $476.8k $476.8k 0.00% Reduced -1.2k -1,232
27 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 28,98229.0k $460.0k $460.0k 0.00% New
28 Treasure Coast Financial Planning 0.20% of their portfolio VERO BEACH, FL 25,25625.3k $400.8k $400.8k 0.20% Reduced -2.2k -2,173
29 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 23,30923.3k $369.9k $369.9k 0.00% Reduced -631 -631
30 Chris Bulman Inc 0.13% of their portfolio ROSEVILLE, CA 23,25723.3k $369.1k $369.1k 0.13% Reduced -2.8k -2,800
31 Crumly & Associates Inc. 0.07% of their portfolio SPRINGFIELD, IL 22,68322.7k $360.0k $360.0k 0.07% Added +6.8k +6,821
32 Walkner Condon Financial Advisors LLC 0.04% of their portfolio MADISON, WI 21,93121.9k $348.0k $348.0k 0.04% Added +1.8k +1,800
33 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 20,96121.0k $332.6k $332.6k 0.00% Added +7.5k +7,503
34 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 20,62620.6k $327.3k $327.3k 0.00% Reduced -2.8k -2,800
35 Waterfront Wealth Inc. 0.05% of their portfolio OVERLAND PARK, KS 20,50020.5k $331.1k $331.1k 0.05% Reduced -3.6k -3,590
36 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 19,89419.9k $315.7k $315.7k 0.01% Added +821 +821
37 Quad-Cities Investment Group, LLC 0.11% of their portfolio DAVENPORT, IA 18,55618.6k $294.5k $294.5k 0.11% Reduced -533 -533
38 Cambridge Advisors Inc. 0.05% of their portfolio OMAHA, NE 17,10317.1k $271.4k $271.4k 0.05% Added +21 +21
39 UMB Bank, n.a. 0.00% of their portfolio Kansas City, MO 16,62516.6k $263.8k $263.8k 0.00% Unchanged
40 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 15,67615.7k $248.8k $248.8k 0.00% Reduced -149 -149
41 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 14,68114.7k $233.0k $233.0k 0.00% Unchanged
42 COLUMBIA ADVISORY PARTNERS LLC 0.12% of their portfolio SPOKANE, WA 13,57613.6k $215.4k $215.4k 0.12% Reduced -110 -110
43 Independent Wealth Network Inc. 0.05% of their portfolio URBANDALE, IA 13,51913.5k $214.5k $214.5k 0.05% Reduced -200 -200
44 FLOW TRADERS U.S. LLC 0.01% of their portfolio NEW YORK, NY 13,34313.3k $212.0k $212.0k 0.01% New
45 INDEPENDENT FINANCIAL GROUP, LLC 0.00% of their portfolio SAN DIEGO, CA 13,08413.1k $207.6k $207.6k 0.00% New
46 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 11,86511.9k $188.0k $188.0k 0.00% New
47 FSB PREMIER WEALTH MANAGEMENT, INC. 0.05% of their portfolio WATERLOO, IA 11,84111.8k $187.9k $187.9k 0.05% Added +18 +18
48 Holos Integrated Wealth LLC 0.09% of their portfolio KENNETT SQUARE, PA 11,65511.7k $187.8k $187.8k 0.09% Reduced -736 -736
49 Koshinski Asset Management, Inc. 0.01% of their portfolio DECATUR, IL 11,63411.6k $184.6k $184.6k 0.01% Reduced -587 -587
50 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 8,9428.9k $141.9k $141.9k 0.00% Added +176 +176
51 Keating Financial Advisory Services, Inc. 0.02% of their portfolio MANHATTAN, KS 8,8098.8k $139.8k $139.8k 0.02% Unchanged
52 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 2,4232.4k $38.5k $38.5k 0.00% Added +14 +14
53 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 1,6001.6k $25.2k $25.2k 0.00% Unchanged
54 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 1,3081.3k $20.8k $20.8k 0.00% Added +434 +434
55 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 1,1091.1k $17.6k $17.6k 0.00% Added +7 +7
56 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 1,0961.1k $17.4k $17.4k 0.00% New
57 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 930930 $14.8k $14.8k 0.00% Reduced -300 -300
58 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 695695 $11.0k $11.0k 0.00% Unchanged
59 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 540540 $8.6k $8.6k 0.00% Unchanged
60 Avion Wealth 0.00% of their portfolio THE WOODLANDS, TX 506506 $8.0k $8.0k 0.00% New
61 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 400400 $6.0k $6.0k 0.00% Unchanged
62 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 313313 $5.0k $5.0k 0.00% Unchanged
63 MARSHALL INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio LITTLETON, CO 278278 $4.4k $4.4k 0.00% Reduced -336 -336
64 Piscataqua Savings Bank 0.00% of their portfolio PORTSMOUTH, NH 230230 $3.6k $3.6k 0.00% Unchanged
65 Triumph Capital Management 0.00% of their portfolio DENVER, CO 200200 $3.2k $3.2k 0.00% Unchanged
66 FMR LLC 0.00% of their portfolio BOSTON, MA 135135 $2.1k $2.1k 0.00% New
67 Financial Network Wealth Advisors LLC 0.00% of their portfolio MURRAY, UT 110110 $1.7k $1.7k 0.00% Unchanged
68 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 100100 $1.6k $1.6k 0.00% New
69 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 9393 $1.5k $1.5k 0.00% New
70 Trust Co 0.00% of their portfolio MANHATTAN, KS 3030 $476 $476 0.00% Unchanged
71 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 1616 $254 $254 0.00% Unchanged
72 Sankala Group LLC 0.00% of their portfolio LYONS, CO 77 $115 $115 0.00% Unchanged