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First Trust S&P REIT Index Fund

50 hedge funds and large institutions have $118M invested in First Trust S&P REIT Index Fund in 2014 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+10
Holders Change %
+25%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
12
Increased
25
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$289K +$289K +14,125 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$277K -$6.12K -299 -2%
HFS
28
HL Financial Services
Kentucky
$273K +$25.5K +1,250 +10%
PI
29
Placemark Investments
Illinois
$245K +$77.8K +3,797 +47%
MC
30
Moors & Cabot
Massachusetts
$205K +$205K +10,090 New
AIG
31
American International Group
New York
$184K +$63.2K +3,093 +53%
Creative Planning
32
Creative Planning
Kansas
$171K +$6.46K +316 +4%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$171K +$15.3K +752 +10%
MFS
34
MSI Financial Services
Massachusetts
$128K +$93.3K +4,572 +269%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$105K +$80.5K +3,952 +329%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$82K -$9.08K -443 -10%
Citigroup
37
Citigroup
New York
$76K +$24.3K +1,177 +47%
BCM
38
Blume Capital Management
California
$71K
WA
39
WFG Advisors
Texas
$67K +$268 +13 +0.4%
BRWM
40
B. Riley Wealth Management
Tennessee
$64K
AP
41
Advisors Preferred
Maryland
$26.7K +$26.7K +1,304 New
NES
42
New England Securities
New York
$19K +$10.6K +512 +126%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$15K +$15K +743 New
TIM
44
Tortoise Investment Management
New York
$12K
Barclays
45
Barclays
United Kingdom
$11K
NFG
46
Next Financial Group
Texas
$11K +$11K +555 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$10K +$10K +503 New
WEC
48
Winslow Evans & Crocker
Massachusetts
$8.18K
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$5K +$5K +260 New
HI
50
Hudock Inc
Pennsylvania
$1K