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Get Institutions for : 
First Trust S&P Reit Index Fund (FRI)  
$25.68 0.11 (0.43%) as of 4:30 Tue 6/18


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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 986 - 2024-03-31 685,218 $17,812,000 -237,811
   Chicago Partners Investment Group LLC 148 - 2024-03-31 116,769 $2,854,000 -230
   WELLS FARGO & CO/MN 2354 - 2024-03-31 106,275 $2,763,000 -2,156
   ENVESTNET ASSET MANAGEMENT INC 2860 - 2024-03-31 48,001 $1,248,000 -2,581
   Advisor Group Holdings Inc. 2285 - 2024-03-31 39,794 $1,034,000 -4,175
   ROYAL BANK OF CANADA 3007 - 2024-03-31 37,157 $966,000 -6,349
   COMMONWEALTH EQUITY SERVICES LLC. 2423 - 2024-03-31 29,433 $765,000 -801
   AE Wealth Management LLC 734 - 2024-03-31 27,001 $702,000 -2,805
   CITADEL ADVISORS LLC 3410 - 2024-03-31 26,763 $696,000 -11,234
   COTTONWOOD CAPITAL ADVISORS LLC 47 - 2024-03-31 28,274 $688,000 -1,217
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3304 - 2024-03-31 21,364 $555,000 -2,441
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2307 - 2024-03-31 18,221 $474,000 -1,380
   JAFFETILCHIN INVESTMENT PARTNERS LLC 219 - 2024-03-31 18,104 $471,000 -1,142
   RPg Family Wealth Advisory LLC 95 - 2024-03-31 13,493 $351,000 -3,602
   Financial Advocates Investment Management 598 - 2024-03-31 11,288 $293,000 -13,976
   Kestra Advisory Services LLC 2061 - 2024-03-31 10,302 $268,000 -2,273
   PRIVATE TRUST CO NA 546 - 2024-03-31 10,229 $266,000 -383
   RAYMOND JAMES & ASSOCIATES 3434 - 2024-03-31 9,581 $249,000 -1,009
   Twin Peaks Wealth Advisors LLC 112 - 2024-03-31 9,570 $249,000 -300
   Goss Wealth Management LLC 1869 - 2024-03-31 6,762 $176,000 -9,029
   PNC FINANCIAL SERVICES GROUP INC 3024 - 2024-03-31 1,767 $46,000 -303
   TOWER RESEARCH CAPITAL LLC 2464 - 2024-03-31 1,459 $38,000 -3,003
   HARBOUR INVESTMENTS INC. 1760 - 2023-12-31 957 $25,000 -7,144
   CWM LLC 2924 - 2024-03-31 737 $19,000 -68
  24 Records found
  1    
  Page 1 of 1
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