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Get Institutions for : 
First Trust S&P Reit Index Fund (FRI)  
$24.16 0.39 (1.59%) as of 4:30 Tue 4/30


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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  : 
0.48 (2.03%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 2714 - 2023-12-31 733,087 $19,236,000 112,266
   Vestmark Advisory Solutions Inc. 194 - 2023-12-31 95,025 $2,493,000 2,129
   HIGHTOWER ADVISORS, LLC 1981 - 2023-12-31 27,789 $728,000 3,000
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3451 - 2023-12-31 23,805 $625,000 2,292
   JAFFETILCHIN INVESTMENT PARTNERS LLC 216 - 2023-12-31 19,246 $505,000 5,991
   BENJAMIN F. EDWARDS & COMPANY INC. 637 - 2023-12-31 17,823 $468,000 1,498
   RPg Family Wealth Advisory LLC - 2023-12-31 17,095 $449,000 1,431
   HPM Partners LLC - 2023-12-31 16,006 $420,000 16,006
   MULTIFINANCIAL SECURITIES CORP 1314 - 2023-12-31 13,587 $357,000 30
   Stratos Wealth Advisors LLC 569 - 2024-03-31 10,228 $266,000 1,256
   Beacon Financial Advisory LLC - 2023-12-31 10,137 $266,000 13
   MML INVESTORS SERVICES LLC 2147 - 2023-12-31 9,661 $253,000 9,661
   ANCORA ADVISORS, LLC 892 - 2023-12-31 1,887 $50,000 4
  13 Records found
  1    
  Page 1 of 1
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