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Get Institutions for : 
First Trust S&P Reit Index Fund (FRI)  
$24.55 0.25 (1.02%) as of 4:30 Mon 4/29


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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  : 
0.87 (3.67%)  




 
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
   LPL FINANCIAL CORP 790 - 2023-12-31 923,029 $24,220,000 -204,516
   Aft Forsyth & Sober LLC 9 - 2023-12-31 159,450 $4,184,000 -50,000
   UBS Group AG 2409 - 2023-12-31 120,886 $3,172,000 -14,140
   Chicago Partners Investment Group LLC 148 - 2024-03-31 116,769 $2,854,000 -230
   WELLS FARGO & CO/MN 2255 - 2023-12-31 108,431 $2,845,000 -7,666
   STIFEL FINANCIAL CORP 1893 - 2023-12-31 54,870 $1,440,000 -14,959
   ENVESTNET ASSET MANAGEMENT INC 2708 - 2023-12-31 50,582 $1,327,000 -9,431
   Advisor Group Holdings Inc. 2365 - 2023-12-31 43,969 $1,154,000 -1,312
   ROYAL BANK OF CANADA 2996 - 2023-12-31 43,506 $1,141,000 -22,490
   CITADEL ADVISORS LLC 2931 - 2023-12-31 37,997 $997,000 -23,359
   COMMONWEALTH EQUITY SERVICES LLC. 2289 - 2023-12-31 30,234 $793,000 -6,869
   AE Wealth Management LLC 1253 - 2023-12-31 29,806 $758,000 -3,886
   COTTONWOOD CAPITAL ADVISORS LLC 47 - 2024-03-31 28,274 $688,000 -1,217
   Financial Advocates Investment Management 370 - 2023-12-31 25,264 $663,000 -5,730
   BANK OF AMERICA CORP /DE/ 4297 - 2023-12-31 24,838 $652,000 -3,002
   Cetera Investment Advisers 1404 - 2023-12-31 22,320 $586,000 -1,185
   AMERIPRISE FINANCIAL INC 3342 - 2023-12-31 21,296 $559,000 -3,195
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2307 - 2024-03-31 18,221 $474,000 -1,380
   GOLDMAN SACHS GROUP INC/ 3895 - 2023-12-31 16,833 $442,000 -6,389
   Goss Wealth Management LLC 1366 - 2023-12-31 15,791 $414,000 -2,465
   Harvest Investment Services LLC 137 - 2023-12-31 14,066 $369,000 -224
   Kestra Advisory Services LLC 1770 - 2023-12-31 12,575 $330,000 -6,305
   Envestnet Portfolio Solutions Inc. 1313 - 2023-12-31 11,049 $290,000 -2,074
   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
   JANNEY MONTGOMERY SCOTT LLC 2377 - 2023-12-31 8,500 $223,000 -1,163
   TOWER RESEARCH CAPITAL LLC 2522 - 2023-12-31 4,462 $117,000 -22,161
   PNC FINANCIAL SERVICES GROUP INC 2917 - 2023-12-31 2,070 $54,000 -451
   HARBOUR INVESTMENTS INC. 1760 - 2023-12-31 957 $25,000 -7,144
   CWM LLC 2924 - 2024-03-31 737 $19,000 -68
  31 Records found
  1    
  Page 1 of 1
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