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First Trust S&P REIT Index Fund
FRI

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$11.8M -$6.6M -269,800 -30%
Morgan Stanley
2
Morgan Stanley
New York
$6.7M -$19.5M -798,566 -69%
Wells Fargo
3
Wells Fargo
California
$4.56M -$4.88M -199,468 -45%
PCM
4
Peak Capital Management
Colorado
$4.28M +$781K +31,932 +16%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.21M +$1.05M +42,898 +58%
Bank of America
6
Bank of America
North Carolina
$1.9M -$5.13M -209,552 -68%
Citadel Advisors
7
Citadel Advisors
Florida
$1.76M +$1.28M +52,260 +128%
CPIG
8
Chicago Partners Investment Group
Illinois
$1.69M -$4.6K -188 -0.2%
Stifel Financial
9
Stifel Financial
Missouri
$1.69M +$35.7K +1,461 +2%
MCM
10
Mainstay Capital Management
Michigan
$1.47M -$77.1K -3,154 -4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.35M +$1.04M +42,723 +149%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$1.1M -$1.34M -54,905 -49%
UBS Group
13
UBS Group
Switzerland
$1.01M -$2.17M -88,771 -63%
SPC
14
Sigma Planning Corp
Michigan
$932K +$163K +6,672 +16%
Osaic Holdings
15
Osaic Holdings
Arizona
$921K +$1.19M +48,627 New
Jane Street
16
Jane Street
New York
$920K +$1.19M +48,617 New
Ameriprise
17
Ameriprise
Minnesota
$857K -$176K -7,182 -13%
OIA
18
OneDigital Investment Advisors
Kansas
$710K -$13K -530 -1%
AWM
19
Aprio Wealth Management
Georgia
$603K – – –
SWM
20
SeaCrest Wealth Management
New York
$595K +$61K +2,492 +9%
AWM
21
AE Wealth Management
Kansas
$515K +$666K +27,232 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$502K -$5.62M -229,632 -90%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$496K +$329K +13,451 +106%
HighTower Advisors
24
HighTower Advisors
Illinois
$476K +$190K +7,765 +45%
Creative Planning
25
Creative Planning
Kansas
$458K -$275K -11,229 -32%
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