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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
$27.6M +$2.52M +97,655 +10%
LPL Financial
2
LPL Financial
California
$16M +$165K +6,409 +1%
Wells Fargo
3
Wells Fargo
California
$11.8M -$288K -11,183 -2%
Bank of America
4
Bank of America
North Carolina
$8.76M +$4.2M +162,906 +98%
PFA
5
Pinnacle Family Advisors
Missouri
$8.72M -$257K -9,970 -3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$7.88M +$3.22M +124,941 +73%
PCM
7
Peak Capital Management
Colorado
$3.86M +$9.98K +387 +0.3%
CPIG
8
Chicago Partners Investment Group
Illinois
$2.24M +$34.8K +1,351 +2%
MCM
9
Mainstay Capital Management
Michigan
$2.13M +$330K +12,806 +19%
BFEC
10
Benjamin F. Edwards & Company
Missouri
$2.08M -$6.27K -243 -0.3%
UBS Group
11
UBS Group
Switzerland
$1.94M -$241K -9,327 -11%
Stifel Financial
12
Stifel Financial
Missouri
$1.88M +$926K +35,909 +103%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.8M -$817K -31,699 -32%
FEM
14
Fulcrum Equity Management
Texas
$1.66M +$1.6M +62,200 New
HIS
15
Harvest Investment Services
Illinois
$1.33M -$1.57M -60,956 Closed
SPC
16
Sigma Planning Corp
Michigan
$1.25M +$124K +4,809 +11%
Ameriprise
17
Ameriprise
Minnesota
$1.12M -$348K -13,505 -24%
Creative Planning
18
Creative Planning
Kansas
$1M -$31.5K -1,220 -3%
RJA
19
Raymond James & Associates
Florida
$970K +$9.59K +372 +1%
OIA
20
OneDigital Investment Advisors
Kansas
$890K +$123K +4,786 +17%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$815K +$2.79K +108 +0.4%
AG
22
Advisor Group
Arizona
$750K -$106K -4,097 -13%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$668K +$647K +25,099 New
SWM
24
SeaCrest Wealth Management
New York
$597K +$50.5K +1,959 +10%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$587K -$954 -37 -0.2%
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