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First Trust S&P REIT Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$327K -$68.3K -2,544 -17%
PS
27
Principal Securities
Iowa
$301K -$12.3K -458 -4%
PTC
28
Private Trust Company
Ohio
$274K
PWP
29
Pursue Wealth Partners
California
$272K
KAS
30
Kestra Advisory Services
Texas
$269K +$64.9K +2,418 +32%
MML Investors Services
31
MML Investors Services
Massachusetts
$246K -$24.3K -907 -9%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$239K +$15.4K +575 +7%
SWA
33
Stratos Wealth Advisors
Ohio
$231K -$46.7K -1,739 -17%
RW
34
RVW Wealth
California
$230K +$2.66K +99 +1%
IFG
35
Independent Financial Group
California
$226K +$224K +8,339 New
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$218K -$135K -5,015 -38%
CI
37
CX Institutional
Indiana
$150K -$628K -23,414 -81%
TPWA
38
Twin Peaks Wealth Advisors
California
$133K +$133K +4,953 New
GI
39
GAMMA Investing
California
$110K
NS
40
NBC Securities
Alabama
$105K -$6.36K -237 -6%
GRP
41
Global Retirement Partners
California
$92K +$91.2K +3,400 New
EPIM
42
Evelyn Partners Investment Management
$69K
NA
43
NewEdge Advisors
Louisiana
$62.6K +$27 +1 +0%
GWSG
44
GPS Wealth Strategies Group
Colorado
$56.7K +$215 +8 +0.4%
FP
45
Financial Perspectives
Minnesota
$55.3K
AA
46
Ancora Advisors
Ohio
$52.7K +$376 +14 +0.7%
EWM
47
Evolution Wealth Management
Florida
$52.2K +$51.8K +1,930 New
MIM
48
MTM Investment Management
South Carolina
$48.7K +$48.3K +1,800 New
RFG
49
REAP Financial Group
Texas
$42.2K -$24.5K -913 -37%
Comerica Bank
50
Comerica Bank
Texas
$32.5K -$376 -14 -1%