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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
$26.1M +$4.96M +178,655 +23%
LPL Financial
2
LPL Financial
California
$15.8M -$9.11M -328,314 -36%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$13.5M -$611K -21,995 -4%
TAM
4
TCP Asset Management
Ohio
$10.4M +$1.04M +37,570 +11%
AFS
5
Aft Forsyth & Sober
Florida
$4.35M -$9.15M -329,600 -67%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.09M +$3.02M +108,899 +265%
UBS Group
7
UBS Group
Switzerland
$3.33M -$61.9K -2,230 -2%
TBF
8
True Blue Financial
Michigan
$2.94M +$2.99M +107,723 New
TFP
9
TrueWealth Financial Partners
Washington
$2.94M +$2.99M +107,723 New
AWM
10
AE Wealth Management
Kansas
$2.57M +$243K +8,755 +10%
BEI
11
Benjamin Edwards Inc
Missouri
$2.31M -$409K -14,727 -15%
CPIG
12
Chicago Partners Investment Group
Illinois
$2.25M -$92.5K -3,332 -4%
Wells Fargo
13
Wells Fargo
California
$2.13M -$1.28M -45,959 -37%
Stifel Financial
14
Stifel Financial
Missouri
$1.33M +$980K +35,298 +261%
Bank of America
15
Bank of America
North Carolina
$1.28M +$507K +18,279 +64%
Raymond James Financial
16
Raymond James Financial
Florida
$1.28M +$544K +19,585 +72%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.16M +$27.5K +992 +2%
Two Sigma Investments
18
Two Sigma Investments
New York
$942K +$958K +34,500 New
MW
19
Maia Wealth
Colorado
$742K +$89.4K +3,221 +15%
CCA
20
Cottonwood Capital Advisors
Utah
$528K -$83 -3 -0%
Goldman Sachs
21
Goldman Sachs
New York
$526K +$535K +19,272 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$511K -$895K -32,234 -63%
Osaic Holdings
23
Osaic Holdings
Arizona
$499K -$2.06M -74,083 -80%
Ameriprise
24
Ameriprise
Minnesota
$487K -$61.7K -2,222 -11%
HighTower Advisors
25
HighTower Advisors
Illinois
$460K -$82K -2,954 -15%
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