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First Trust S&P REIT Index Fund

40 hedge funds and large institutions have $86.3M invested in First Trust S&P REIT Index Fund in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
17
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$154K +$45.2K +2,365 +42%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$147K +$135 +7 +0.1%
AIG
28
American International Group
New York
$113K +$33.6K +1,754 +42%
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$85K +$76.5K +4,000 +903%
BCM
30
Blume Capital Management
California
$66K +$12.4K +650 +23%
WA
31
WFG Advisors
Texas
$62K +$210 +11 +0.3%
BRWM
32
B. Riley Wealth Management
Tennessee
$61K +$61K +3,171 New
Citigroup
33
Citigroup
New York
$48K +$16.9K +879 +54%
MFS
34
MSI Financial Services
Massachusetts
$33K +$20.9K +1,075 +173%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$23K -$19.4K -1,013 -46%
TIM
36
Tortoise Investment Management
New York
$11K -$16.1K -852 -59%
Barclays
37
Barclays
United Kingdom
$10K +$10K +540 New
NES
38
New England Securities
New York
$8K
WEC
39
Winslow Evans & Crocker
Massachusetts
$7.67K
HI
40
Hudock Inc
Pennsylvania
$1K
VF
41
Virtu Financial
New York
-$4.93M -281,227 Closed
GA
42
Gateway Advisory
New Jersey
-$4.68M -266,715 Closed
CS
43
Comerica Securities
Michigan
-$311K -17,742 Closed
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
-$242K -13,819 Closed
FAAS
45
First Allied Advisory Services
California
-$195K -11,101 Closed
VFS
46
VSR Financial Services
Kansas
-$190K -10,828 Closed
HF
47
Hoxton Financial
West Virginia
-$24K -1,351 Closed
EU
48
Emory University
Georgia
-$4K -268 Closed