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First Trust S&P REIT Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$602K +$569K +20,305 New
JIP
27
Jaffetilchin Investment Partners
Florida
$522K +$8.82K +315 +2%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$483K +$204K +7,290 +81%
Cerity Partners
29
Cerity Partners
New York
$481K -$3.05K -109 -0.7%
Envestnet Portfolio Solutions
30
Envestnet Portfolio Solutions
Illinois
$432K +$60.5K +2,160 +17%
HIS
31
Harvest Investment Services
Illinois
$403K -$8.18K -292 -2%
LMKC
32
L.M. Kohn & Company
Ohio
$400K +$378K +13,500 New
RFWA
33
RPg Family Wealth Advisory
Massachusetts
$383K -$125K -4,449 -26%
MW
34
Maia Wealth
Colorado
$370K +$351K +12,524 New
PS
35
Principal Securities
Iowa
$321K -$27.6K -986 -8%
PTC
36
Private Trust Company
Ohio
$314K +$10.5K +374 +4%
SWA
37
Stratos Wealth Advisors
Ohio
$300K +$700 +25 +0.2%
MML Investors Services
38
MML Investors Services
Massachusetts
$300K -$9.61K -343 -3%
PWP
39
Pursue Wealth Partners
California
$298K
RJA
40
Raymond James & Associates
Florida
$288K +$26K +928 +11%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$276K +$261K +9,312 New
RW
42
RVW Wealth
California
$249K -$18.6K -666 -7%
KAS
43
Kestra Advisory Services
Texas
$238K -$56.8K -2,028 -20%
TPWA
44
Twin Peaks Wealth Advisors
California
$219K -$100K -3,589 -33%
PAG
45
Private Advisor Group
New Jersey
$218K +$206K +7,346 New
HGERS
46
Householder Group Estate & Retirement Specialist
Arizona
$160K +$10.2K +364 +7%
GRP
47
Global Retirement Partners
California
$126K
NS
48
NBC Securities
Alabama
$122K +$812 +29 +0.7%
GI
49
GAMMA Investing
California
$121K
NA
50
NewEdge Advisors
Louisiana
$106K -$44.7K -1,596 -31%