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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
$23M +$7.15M +295,879 +46%
Morgan Stanley
2
Morgan Stanley
New York
$16.5M -$3.01M -124,380 -16%
AFS
3
Aft Forsyth & Sober
Florida
$5.16M +$228K +9,450 +5%
UBS Group
4
UBS Group
Switzerland
$3.47M -$221K -9,148 -6%
Wells Fargo
5
Wells Fargo
California
$3.31M -$6.07K -251 -0.2%
CPIG
6
Chicago Partners Investment Group
Illinois
$2.93M +$93.8K +3,881 +3%
VAS
7
Vestmark Advisory Solutions
Massachusetts
$2.54M +$1.22M +50,285 +95%
FIS
8
Fischer Investment Strategies
California
$1.79M +$1.75M +72,543 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.59M -$1.34M -55,321 -46%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.58M -$1.38M -57,236 -47%
Stifel Financial
11
Stifel Financial
Missouri
$1.22M +$126K +5,209 +12%
Osaic Holdings
12
Osaic Holdings
Arizona
$970K -$74.5K -3,083 -7%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$949K +$49.2K +2,037 +6%
CCA
14
Cottonwood Capital Advisors
Utah
$781K -$38.5K -1,591 -5%
AWM
15
AE Wealth Management
Kansas
$764K -$9.26K -383 -1%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$753K -$78.2K -3,236 -10%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$743K -$602K -24,915 -45%
RJA
18
Raymond James & Associates
Florida
$733K -$409K -16,932 -36%
FAIM
19
Financial Advocates Investment Management
Washington
$731K -$17.7K -731 -2%
KNW
20
Kesler Norman & Wride
Utah
$708K – – –
Bank of America
21
Bank of America
North Carolina
$692K -$51.7K -2,140 -7%
Ameriprise
22
Ameriprise
Minnesota
$686K -$49.2K -2,035 -7%
HighTower Advisors
23
HighTower Advisors
Illinois
$606K +$2.88K +119 +0.5%
MHS
24
M Holdings Securities
Oregon
$543K – – –
Goldman Sachs
25
Goldman Sachs
New York
$505K -$296K -12,245 -37%
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