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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
$19.3M -$2.02M -80,753 -9%
LPL Financial
2
LPL Financial
California
$15.5M +$2.32M +92,389 +17%
AFS
3
Aft Forsyth & Sober
Florida
$4.87M -$711K -28,350 -12%
UBS Group
4
UBS Group
Switzerland
$3.65M -$248K -9,883 -6%
Wells Fargo
5
Wells Fargo
California
$3.28M -$2.27M -90,713 -40%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.96M -$149K -5,948 -5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.92M +$106K +4,222 +4%
CPIG
8
Chicago Partners Investment Group
Illinois
$2.72M +$74.7K +2,979 +3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.63M -$332K -13,231 -11%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$1.49M +$95.5K +3,808 +7%
Citadel Advisors
11
Citadel Advisors
Florida
$1.43M +$99.8K +3,981 +7%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.34M -$2.42M -96,676 -64%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$1.29M +$399K +15,899 +43%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$1.2M +$741K +29,562 +150%
RJA
15
Raymond James & Associates
Florida
$1.14M -$109K -4,339 -9%
Stifel Financial
16
Stifel Financial
Missouri
$1.08M -$3.19M -127,387 -74%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.03M +$63.5K +2,531 +6%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$889K -$2.53K -101 -0.3%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$824K +$33.3K +1,329 +4%
CCA
20
Cottonwood Capital Advisors
Utah
$811K -$5.67K -226 -0.7%
Goldman Sachs
21
Goldman Sachs
New York
$797K – – –
AWM
22
AE Wealth Management
Kansas
$766K -$74.1K -2,957 -9%
FAIM
23
Financial Advocates Investment Management
Washington
$741K +$92.5K +3,687 +14%
Bank of America
24
Bank of America
North Carolina
$737K -$149K -5,923 -16%
Ameriprise
25
Ameriprise
Minnesota
$727K -$379K -15,102 -33%
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