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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

53 hedge funds and large institutions have $135M invested in First Trust S&P REIT Index Fund in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
1.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
9
Increased
16
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
Shamrock Asset Management
Texas
$9.23M
2
X
Xponance
Pennsylvania
$5.6M
3
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$4.9M
4
VKH
Virtu KCG Holdings
New York
$3.12M
5
HA
Hays Advisory
Tennessee
$35M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.27M
2
Morgan Stanley
Morgan Stanley
New York
$22.8M
3
SI
Stephens Inc
Arkansas
$433K
4
JG
Jefferies Group
New York
$0
5
U
UBS
Switzerland
$2.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$494K -$120K -6,108 -20%
SI
27
Stephens Inc
Arkansas
$433K -$1.48M -75,229 -77%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$406K -$97.5K -4,962 -19%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$300K -$95.5K -4,856 -24%
PI
30
Placemark Investments
Illinois
$298K +$63.9K +3,266 +27%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$266K -$59 -3 -0%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$232K +$130K +6,623 +128%
PAG
33
Private Advisor Group
New Jersey
$215K -$62.2K -3,169 -22%
Creative Planning
34
Creative Planning
Kansas
$202K +$37.7K +1,917 +23%
ACM
35
Argentus Capital Management
Texas
$202K +$202K +10,267 New
AIG
36
American International Group
New York
$185K +$8.65K +440 +5%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$185K +$19.9K +1,010 +12%
MFS
38
MSI Financial Services
Massachusetts
$135K +$12.1K +620 +10%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$81K +$66.4K +3,366 +453%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$79K – – –
BRWM
41
B. Riley Wealth Management
Tennessee
$62K – – –
WA
42
WFG Advisors
Texas
$58K -$6.52K -329 -10%
BCM
43
Blume Capital Management
California
$52K -$15.7K -801 -23%
Deutsche Bank
44
Deutsche Bank
Germany
$42K -$550K -28,556 -93%
Citigroup
45
Citigroup
New York
$34K -$37.8K -1,936 -53%
TIM
46
Tortoise Investment Management
New York
$11K – – –
NES
47
New England Securities
New York
$10K -$8.81K -430 -47%
Barclays
48
Barclays
United Kingdom
$10K – – –
WEC
49
Winslow Evans & Crocker
Massachusetts
$7.86K – – –
NFG
50
Next Financial Group
Texas
$7K -$4.43K -215 -39%
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