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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

37 hedge funds and large institutions have $94.2M invested in First Trust S&P REIT Index Fund in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 21 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
-16
Holders Change %
-30.19%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
3
Increased
7
Reduced
21
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FHA
First Horizon Advisors
Tennessee
$2.51M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.2M
3
GA
Gateway Advisory
New Jersey
$5.15M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$225K
5
SSWM
Sheets Smith Wealth Management
North Carolina
$1.14M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$16.4M
2
Wells Fargo
Wells Fargo
California
$9.33M
3
CS
Credit Suisse
Switzerland
$1.68M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$229K
5
Bank of America
Bank of America
North Carolina
$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
26
WFG Advisors
Texas
$57K +$517 +29 +0.9%
Creative Planning
27
Creative Planning
Kansas
$38K – – –
Citigroup
28
Citigroup
New York
$28K -$174K -9,558 -86%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$27K -$876K -49,364 -97%
HF
30
Hoxton Financial
West Virginia
$24K -$8.09M -455,345 -100%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$21K +$195 +11 +0.9%
TIM
32
Tortoise Investment Management
New York
$10K – – –
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$8K – – –
NES
34
New England Securities
New York
$7K -$43.2K -2,504 -86%
EU
35
Emory University
Georgia
$5K – – –
AWMS
36
Advocacy Wealth Management Services
Georgia
$2K – – –
HI
37
Hudock Inc
Pennsylvania
$1K – – –
DS
38
DRW Securities
Illinois
– -$5.53M -296,769 Closed
HFS
39
HL Financial Services
Kentucky
– -$2.22M -119,145 Closed
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
– -$1.77M -95,162 Closed
RJFSA
41
Raymond James Financial Services Advisors
Florida
– -$1.69M -90,629 Closed
IH
42
IFC Holdings
Florida
– -$926K -49,680 Closed
LPT
43
Legacy Private Trust
Wisconsin
– -$779K -41,800 Closed
TH
44
Timber Hill
Connecticut
– -$728K -39,042 Closed
B
45
Baird
Wisconsin
– -$601K -32,262 Closed
OC
46
Oppenheimer & Co
New York
– -$559K -29,994 Closed
Jane Street
47
Jane Street
New York
– -$501K -26,879 Closed
Two Sigma Advisers
48
Two Sigma Advisers
New York
– -$313K -16,778 Closed
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
– -$281K -15,101 Closed
CS
50
Comerica Securities
Michigan
– -$271K -14,550 Closed
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