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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 %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$327K 12,071 -2,544 -17%
PS
27
Principal Securities
Iowa
$301K 11,140 -458 -4%
PTC
28
Private Trust Company
Ohio
$274K 10,118
PWP
29
Pursue Wealth Partners
California
$272K 10,061
KAS
30
Kestra Advisory Services
Texas
$269K 9,958 +2,418 +32%
MML Investors Services
31
MML Investors Services
Massachusetts
$246K 9,079 -907 -9%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$239K 8,872 +575 +7%
SWA
33
Stratos Wealth Advisors
Ohio
$231K 8,547 -1,739 -17%
RW
34
RVW Wealth
California
$230K 8,498 +99 +1%
Envestnet Portfolio Solutions
35
Envestnet Portfolio Solutions
Illinois
$218K 8,077 -5,015 -38%
CI
36
CX Institutional
Indiana
$150K 5,550 -23,414 -81%
TPWA
37
Twin Peaks Wealth Advisors
California
$133K 4,953 +4,953 New
GI
38
GAMMA Investing
California
$110K 4,069
NS
39
NBC Securities
Alabama
$105K 3,884 -237 -6%
GRP
40
Global Retirement Partners
California
$92K 3,400 +3,400 New
NA
41
NewEdge Advisors
Louisiana
$62.6K 2,316 +1 +0%
GWSG
42
GPS Wealth Strategies Group
Colorado
$56.7K 2,097 +8 +0.4%
FP
43
Financial Perspectives
Minnesota
$55.3K 2,045
AA
44
Ancora Advisors
Ohio
$52.7K 1,947 +14 +0.7%
EWM
45
Evolution Wealth Management
Florida
$52.2K 1,930 +1,930 New
MIM
46
MTM Investment Management
South Carolina
$48.7K 1,800 +1,800 New
RFG
47
REAP Financial Group
Texas
$42.2K 1,562 -913 -37%
Comerica Bank
48
Comerica Bank
Texas
$32.5K 1,201 -14 -1%
AAP
49
Arax Advisory Partners
Colorado
$27.1K 1,000
CA
50
CoreCap Advisors
Michigan
$22.6K 834 -184 -18%