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First Trust S&P REIT Index Fund
FRI

Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
1
Jaffetilchin Investment Partners
Florida
$10.1M +$9.7M +402,375 New
Morgan Stanley
2
Morgan Stanley
New York
$7.33M +$513K +21,259 +8%
LPL Financial
3
LPL Financial
California
$3.77M -$4.14M -171,537 -53%
Wells Fargo
4
Wells Fargo
California
$3.38M -$681K -28,240 -17%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.87M +$1.06M +44,134 +63%
CPIG
6
Chicago Partners Investment Group
Illinois
$2.38M -$3.76K -156 -0.2%
Bank of America
7
Bank of America
North Carolina
$2.3M +$161K +6,679 +8%
BFEC
8
Benjamin F. Edwards & Company
Missouri
$1.86M +$149K +6,162 +9%
Stifel Financial
9
Stifel Financial
Missouri
$1.4M +$108K +4,472 +9%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.04M -$58.7K -2,433 -6%
RW
11
RVW Wealth
California
$1M +$51.8K +2,150 +21%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$789K +$116K +4,810 +18%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$685K +$104K +4,322 +19%
UBS Group
14
UBS Group
Switzerland
$658K -$261K -10,812 -29%
HighTower Advisors
15
HighTower Advisors
Illinois
$639K +$1.35K +56 +0.2%
Goldman Sachs
16
Goldman Sachs
New York
$541K – – –
Ameriprise
17
Ameriprise
Minnesota
$520K +$36.3K +1,505 +8%
AWM
18
AE Wealth Management
Kansas
$499K -$6.25K -259 -1%
AFP
19
Ausdal Financial Partners
Iowa
$476K -$39.7K -1,646 -8%
Creative Planning
20
Creative Planning
Kansas
$465K -$61.4K -2,545 -12%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$453K -$59.9K -2,485 -12%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$428K -$1.42M -58,897 -78%
BFA
23
Beacon Financial Advisory
Ohio
$331K +$410 +17 +0.1%
HIS
24
Harvest Investment Services
Illinois
$319K -$19.2K -796 -6%
RJA
25
Raymond James & Associates
Florida
$248K +$217 +9 +0.1%
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