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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Authentikos Wealth Advisory LLC 224 *Closed 2023-12-31 0 $0 -373
   Baird Financial Group Inc. 1755 *Closed 2023-12-31 0 $0 -42,824
   FIFTH THIRD BANCORP 2437 *Closed 2024-03-31 0 $0 -2,000
   Geneos Wealth Management Inc. *Closed 2023-12-31 0 $0 -400
   Bensler LLC *Closed 2023-12-31 0 $0 -8,758
   Axiom Investment Management LLC 352 *Closed 2022-12-31 0 $0 -1,200
   FISCHER INVESTMENT STRATEGIES LLC 27 *Closed 2023-12-31 0 $0 -54,861
   DAVENPORT & CO LLC *Closed 2023-12-31 0 $0 -9,126
   Truadvice LLC 282 *Closed 2023-09-30 0 $0 -8,671
  9 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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