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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
   M HOLDINGS SECURITIES, INC. 150 - 2023-12-31 22,054 $579,000 0
   RVW Wealth LLC 130 - 2024-03-31 8,965 $233,000 0
   Householder Group Estate & Retirement Specialist L - 2023-12-31 5,046 $132,000 0
   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
   Qube Research & Technologies Ltd 3050 - 2023-12-31 791 $21,000 0
   Hexagon Capital Partners LLC 670 - 2024-03-31 766 $20,000 0
   Steward Partners Investment Advisory LLC 2540 - 2023-12-31 533 $14,000 0
   Larson Financial Group LLC 1555 - 2023-12-31 28 $1,000 0
   PROEQUITIES INC. 7040 - 2023-12-31 0 $0 0

  10 Records found
  1    
  Page 1 of 1
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