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icono de FRI

First Trust S&P REIT Index Fund
FRI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Wells Fargo
1
Wells Fargo
California
USD 25 M +USD 6.9 M +295,845 +38%
Hays Advisory
2
Hays Advisory
Tennessee
USD 17.4 M -USD 12.2 M -523,861 -41%
BB&T Securities
3
BB&T Securities
Virginia
USD 15.6 M +USD 15.6 M +668,463 Nuevas
Morgan Stanley
4
Morgan Stanley
New York
USD 10 M -USD 7.7 M -330,336 -43%
Pinnacle Family Advisors
5
Pinnacle Family Advisors
Missouri
USD 9.9 M +USD 9.7 M +416,130 +4,804%
Bank of America
6
Bank of America
North Carolina
USD 6.57 M -USD 2.98 M -127,712 -31%
LPL Financial
7
LPL Financial
California
USD 6.51 M +USD 3.9 M +167,505 +149%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
USD 3.78 M +USD 26.2 k +1,123 +0.7%
Virtu Financial
9
Virtu Financial
New York
USD 3.09 M +USD 1.05 M +45,143 +52%
Peak Capital Management
10
Peak Capital Management
Colorado
USD 2.96 M +USD 167 k +7,150 +6%
Stifel Financial
11
Stifel Financial
Missouri
USD 2.56 M -USD 401 k -17,223 -14%
First Horizon Advisors
12
First Horizon Advisors
Tennessee
USD 2.26 M -USD 332 k -14,264 -13%
UBS Group
13
UBS Group
Switzerland
USD 1.67 M -USD 154 k -6,624 -8%
Creative Planning
14
Creative Planning
Kansas
USD 1.42 M +USD 191 k +8,214 +16%
Benjamin F. Edwards & Company
15
Benjamin F. Edwards & Company
Missouri
USD 1.41 M +USD 502 k +21,521 +55%
Raymond James & Associates
16
Raymond James & Associates
Florida
USD 1.21 M +USD 337 k +14,454 +38%
Stratos Wealth Partners
17
Stratos Wealth Partners
Ohio
USD 1.13 M -USD 51.8 k -2,221 -4%
Chicago Partners Investment Group
18
Chicago Partners Investment Group
Illinois
USD 1.02 M +USD 355 k +15,249 +54%
Raymond James Financial Services Advisors
19
Raymond James Financial Services Advisors
Florida
USD 922 k -USD 46.5 k -1,994 -5%
Ameriprise
20
Ameriprise
Minnesota
USD 882 k -USD 133 k -5,707 -13%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
USD 859 k +USD 345 k +14,810 +67%
VAM
22
Visionary Asset Management
Texas
USD 821 k -USD 126 k -5,392 -13%
National Planning Corporation
23
National Planning Corporation
California
USD 741 k -USD 761 k -32,653 -51%
Advisor Group
24
Advisor Group
Arizona
USD 697 k +USD 61.6 k +2,643 +10%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
USD 627 k -USD 1.74 M -74,742 -74%
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