Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
First Trust S&P Reit Index Fund (FRI)  
$25.68 0.11 (0.43%) as of 4:30 Tue 6/18


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 57    6
Total shares held : 
 2,925,824  
% of shares held : 
 41.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -23  
Amount of shares held : 
 -413,504  
% of shares held change : 
   -5.82%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $26.50  
Last Quarter's Ending Price : 
 $25.99  
Last Quarter's Average Price : 
 $25.58  
Change from last quarter's     
avg. price to the last closing  : 
0.10 (0.39%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 17,213
 0.59%
 
Increased Positions :
13
 155,547
 5.32%
 
Unchanged Positions :
11
 56,364
 1.93%
 
Decreased Positions :
30
-440,276
-15.05%
 
Closed Positions :
9
-145,988
-4.99%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 2696 - 2024-03-31 754,427 $19,611,000 21,340
   UBS Group AG 1982 - 2024-03-31 241,392 $6,275,000 120,506
   Vestmark Advisory Solutions Inc. 213 - 2024-03-31 98,317 $2,556,000 3,292
   STIFEL FINANCIAL CORP 1685 - 2024-03-31 80,380 $2,089,000 25,510
   Baird Financial Group Inc. 1105 - 2024-03-31 45,979 $1,195,000 45,979
   Cetera Investment Advisers 2196 - 2024-03-31 32,386 $842,000 10,066
   BANK OF AMERICA CORP /DE/ 4155 - 2024-03-31 30,826 $801,000 5,988
   HIGHTOWER ADVISORS, LLC 1978 - 2024-03-31 28,019 $727,000 230
   BENJAMIN F. EDWARDS & COMPANY INC. 606 - 2024-03-31 24,148 $628,000 6,325
   AMERIPRISE FINANCIAL INC 3303 - 2024-03-31 21,346 $555,000 50
   MULTIFINANCIAL SECURITIES CORP 1562 - 2024-03-31 20,074 $522,000 6,487
   HPM Partners LLC 1685 - 2024-03-31 16,115 $419,000 109
   Harvest Investment Services LLC 132 - 2024-03-31 14,096 $366,000 30
   Envestnet Portfolio Solutions Inc. 1316 - 2024-03-31 12,602 $328,000 1,553
   PRINCIPAL SECURITIES INC. 845 - 2024-03-31 11,715 $305,000 531
   Stratos Wealth Advisors LLC 569 - 2024-03-31 10,228 $266,000 1,256
   MML INVESTORS SERVICES LLC 2199 - 2024-03-31 9,902 $257,000 241
   JANNEY MONTGOMERY SCOTT LLC 2463 - 2024-03-31 9,000 $234,000 500
   ANCORA ADVISORS, LLC 917 - 2024-03-31 1,889 $49,000 2
  19 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us