FRI icon

First Trust S&P REIT Index Fund

61 hedge funds and large institutions have $127M invested in First Trust S&P REIT Index Fund in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 10 closing their positions.

Holders
61
Holders Change
-5
Holders Change %
-7.58%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
19
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$25.7M 949,982 +99,731 +12%
Morgan Stanley
2
Morgan Stanley
New York
$20.4M 753,538 +27,073 +4%
AFS
3
Aft Forsyth & Sober
Florida
$15.9M 489,050 +1,000 +0.2%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$13.1M 482,629 -41,739 -8%
TAM
5
TCP Asset Management
Ohio
$8.66M 319,983 +18,570 +6%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$5.41M 199,957 +192,034 +2,424%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.23M 191,112 +36,863 +24%
Cerity Partners
8
Cerity Partners
New York
$4.2M 30,401 +14,018 +86%
UBS Group
9
UBS Group
Switzerland
$3.38M 124,886 -8,173 -6%
Wells Fargo
10
Wells Fargo
California
$3.07M 113,335 -51,474 -31%
Raymond James Financial
11
Raymond James Financial
Florida
$2.99M 110,493 +41,547 +60%
Stifel Financial
12
Stifel Financial
Missouri
$2.57M 95,050 +39,157 +70%
CPIG
13
Chicago Partners Investment Group
Illinois
$2.38M 85,814 -4,738 -5%
AWM
14
AE Wealth Management
Kansas
$2.28M 84,299 +6,107 +8%
BEI
15
Benjamin Edwards Inc
Missouri
$1.45M 53,549 -81,719 -60%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.06M 39,325 +1,858 +5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.04M 38,597 -7,151 -16%
Bank of America
18
Bank of America
North Carolina
$737K 27,235 -1,262 -4%
Ameriprise
19
Ameriprise
Minnesota
$604K 22,328 -839 -4%
BCA
20
Bay Colony Advisors
Massachusetts
$568K 20,982 -925 -4%
HighTower Advisors
21
HighTower Advisors
Illinois
$535K 19,763 +21 +0.1%
CCA
22
Cottonwood Capital Advisors
Utah
$520K 19,229 -37 -0.2%
JIP
23
Jaffetilchin Investment Partners
Florida
$463K 17,109 -94 -0.5%
MW
24
Maia Wealth
Colorado
$452K 16,700 -21,144 -56%
HIS
25
Harvest Investment Services
Illinois
$385K 14,237 -7 -0%