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First Trust S&P REIT Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NewEdge Advisors
51
NewEdge Advisors
Louisiana
$31K -$4.71K -153 -14%
RFG
52
REAP Financial Group
Texas
$28.4K -$13.7K -444 -33%
CX Institutional
53
CX Institutional
Indiana
$23K -$832K -27,026 -97%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$17.3K +$11.5K +373 +216%
Geneos Wealth Management
55
Geneos Wealth Management
Colorado
$12.9K +$6.28K +204 +100%
Farther Finance Advisors
56
Farther Finance Advisors
California
$11.5K +$831 +27 +8%
Smartleaf Asset Management
57
Smartleaf Asset Management
Massachusetts
$8.4K – – –
BWM
58
Benson Wealth Management
Tennessee
$8.4K – – –
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$7.65K +$31 +1 +0.4%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$7.59K -$4.37K -142 -37%
MEG
61
Millstone Evans Group
Colorado
$6.34K – – –
DRP
62
Decker Retirement Planning
Utah
$5.39K +$5.23K +170 New
Global Retirement Partners
63
Global Retirement Partners
California
$4.75K +$4.62K +150 New
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$4.5K -$80.7K -2,622 -95%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$4.12K +$3.97K +129 +12,900%
CoreCap Advisors
66
CoreCap Advisors
Michigan
$3.71K – – –
Continuum Advisory
67
Continuum Advisory
Idaho
$3.64K +$3.54K +115 New
JP Morgan Chase
68
JP Morgan Chase
New York
$1.56K +$1.48K +48 New
Two Sigma Investments
69
Two Sigma Investments
New York
– -$1.33M -46,600 Closed
Virtu Financial
70
Virtu Financial
New York
– -$403K -14,143 Closed
Gateway Wealth Partners
71
Gateway Wealth Partners
Wisconsin
– -$308K -10,820 Closed
TPWA
72
Twin Peaks Wealth Advisors
California
– -$138K -4,852 Closed
EWM
73
Evolution Wealth Management
Florida
– -$66.8K -2,347 Closed
SBI Securities
74
SBI Securities
Japan
– -$190K -996 Closed
Advisory Services Network
75
Advisory Services Network
Georgia
– -$5.49K -193 Closed