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Get Institutions for : 
First Trust S&P Reit Index Fund (FRI)  
$25.34 0.22 (0.86%) as of 4:30 Wed 5/22


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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 : 
 $22.45  
Last Quarter's Ending Price : 
 $26.24  
Last Quarter's Average Price : 
 $23.68  
Change from last quarter's     
avg. price to the last closing  : 
1.66 (7.01%)  




 
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: 3-31-2022 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 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
   LPL FINANCIAL CORP 986 - 2024-03-31 685,218 $17,812,000 -237,811
   UBS Group AG 1982 - 2024-03-31 241,392 $6,275,000 120,506
   Aft Forsyth & Sober LLC 12 - 2024-03-31 159,450 $4,145,000 0
   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
   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
   ENVESTNET ASSET MANAGEMENT INC 2860 - 2024-03-31 48,001 $1,248,000 -2,581
   Baird Financial Group Inc. 1105 - 2024-03-31 45,979 $1,195,000 45,979
   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
   BANK OF AMERICA CORP /DE/ 4155 - 2024-03-31 30,826 $801,000 5,988
   COMMONWEALTH EQUITY SERVICES LLC. 2423 - 2024-03-31 29,433 $765,000 -801
   HIGHTOWER ADVISORS, LLC 1978 - 2024-03-31 28,019 $727,000 230
   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
   BENJAMIN F. EDWARDS & COMPANY INC. 606 - 2024-03-31 24,148 $628,000 6,325
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 187 *New 2024-03-31 22,556 $586,000 22,556
   HARTLINE INVESTMENT CORP/ 188 *New 2024-03-31 22,556 $586,000 22,556
   AMERIPRISE FINANCIAL INC 3303 - 2024-03-31 21,346 $555,000 50
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3304 - 2024-03-31 21,364 $555,000 -2,441
   MULTIFINANCIAL SECURITIES CORP 1562 - 2024-03-31 20,074 $522,000 6,487
   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
   HPM Partners LLC 1685 - 2024-03-31 16,115 $419,000 109
   INTL FCSTONE INC. 229 *New 2024-03-31 14,840 $386,000 14,840
   Harvest Investment Services LLC 132 - 2024-03-31 14,096 $366,000 30
   RPg Family Wealth Advisory LLC 95 - 2024-03-31 13,493 $351,000 -3,602
   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
   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
   Stratos Wealth Advisors LLC 569 - 2024-03-31 10,228 $266,000 1,256
   PRIVATE TRUST CO NA 546 - 2024-03-31 10,229 $266,000 -383
   ICAPITAL WEALTH LLC 87 *New 2024-03-31 10,061 $262,000 10,061
   MML INVESTORS SERVICES LLC 2199 - 2024-03-31 9,902 $257,000 241
   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
   JANNEY MONTGOMERY SCOTT LLC 2463 - 2024-03-31 9,000 $234,000 500
   RVW Wealth LLC 130 - 2024-03-31 8,965 $233,000 0
   Goss Wealth Management LLC 1869 - 2024-03-31 6,762 $176,000 -9,029
   Householder Group Estate & Retirement Specialist L 308 - 2024-03-31 5,046 $131,000 0
   Register Financial Advisors LLC 231 *New 2024-03-31 4,658 $121,000 4,658
   NBC SECURITIES INC. 914 - 2024-03-31 4,092 $116,000 0
   Global Retirement Partners LLC 1021 - 2024-03-31 4,254 $111,000 0
   ANCORA ADVISORS, LLC 917 - 2024-03-31 1,889 $49,000 2
   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
   Fernwood Investment Management LLC 381 *New 2024-03-31 1,300 $34,000 1,300
   COMERICA BANK 2891 *New 2024-03-31 1,189 $31,000 1,189
   HARBOUR INVESTMENTS INC. 1760 - 2023-12-31 957 $25,000 -7,144
   Qube Research & Technologies Ltd 3168 - 2024-03-31 791 $21,000 0
   Hexagon Capital Partners LLC 670 - 2024-03-31 766 $20,000 0
   CWM LLC 2924 - 2024-03-31 737 $19,000 -68
   Steward Partners Investment Advisory LLC 2655 - 2024-03-31 533 $14,000 0
   Larson Financial Group LLC 1467 - 2024-03-31 28 $1,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3075 *New 2024-03-31 49 $1,000 49
   Beacon Financial Advisory LLC 240 *Closed 2024-03-31 0 $0 -10,137
   ADVISORY SERVICES NETWORK, LLC 1674 *Closed 2024-03-31 0 $0 -193
   GOLDMAN SACHS GROUP INC/ 4620 *Closed 2024-03-31 0 $0 -16,833
   PROEQUITIES INC. 3099 - 2024-03-31 0 $0 0
   M HOLDINGS SECURITIES, INC. 141 *Closed 2024-03-31 0 $0 -22,054
   FIFTH THIRD BANCORP 2437 *Closed 2024-03-31 0 $0 -2,000
   FINANCIAL NETWORK 2829 *Closed 2024-03-31 0 $0 -8,048
   Axiom Investment Management LLC 352 *Closed 2022-12-31 0 $0 -1,200
   Truadvice LLC 282 *Closed 2023-09-30 0 $0 -8,671
   Cetera Investment Advisers 2086 *Closed 2024-03-31 0 $0 -22,320
  69 Records found
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