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First Trust S&P REIT Index Fund
FRI

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$27.2M -$5.05M -164,133 -16%
LPL Financial
2
LPL Financial
California
$20.4M +$2.26M +73,421 +13%
TAM
3
TCP Asset Management
Ohio
$17.8M +$603K +19,573 +4%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$15.9M +$81.4K +2,643 +0.5%
UBS Group
5
UBS Group
Switzerland
$8.87M +$4.92M +159,708 +133%
AFS
6
Aft Forsyth & Sober
Florida
$4.39M – – –
TBF
7
True Blue Financial
Michigan
$3.91M +$456K +14,815 +14%
CPIG
8
Chicago Partners Investment Group
Illinois
$2.5M -$1.72K -56 -0.1%
Wells Fargo
9
Wells Fargo
California
$2.37M -$92.1K -2,991 -4%
BEI
10
Benjamin Edwards Inc
Missouri
$2.37M -$183K -5,954 -7%
Goldman Sachs
11
Goldman Sachs
New York
$2.04M +$1.99M +64,511 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.7M +$116K +3,772 +8%
Bank of America
13
Bank of America
North Carolina
$1.44M +$25.3K +822 +2%
Citadel Advisors
14
Citadel Advisors
Florida
$1.42M +$1.37M +44,642 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.41M -$154K -4,989 -10%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.26M +$591K +19,196 +93%
MW
17
Maia Wealth
Colorado
$1.07M +$175K +5,690 +20%
Stifel Financial
18
Stifel Financial
Missouri
$1.05M +$651K +21,137 +175%
Raymond James Financial
19
Raymond James Financial
Florida
$656K -$396K -12,856 -38%
CCA
20
Cottonwood Capital Advisors
Utah
$587K +$3.54K +115 +0.6%
Ameriprise
21
Ameriprise
Minnesota
$550K +$985 +32 +0.2%
HighTower Advisors
22
HighTower Advisors
Illinois
$536K +$1.23K +40 +0.2%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$535K +$95.6K +3,105 +23%
Osaic Holdings
24
Osaic Holdings
Arizona
$531K +$90.6K +2,942 +21%
HIS
25
Harvest Investment Services
Illinois
$464K -$6.87K -223 -2%
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