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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

56 hedge funds and large institutions have $282M invested in First Trust S&P REIT Index Fund in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
1.49%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
11
Increased
23
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FSIM
F-Squared Investment Management
Massachusetts
$77.6M
2
BTS
BB&T Securities
Virginia
$33.9M
3
Bank of America
Bank of America
North Carolina
$16.4M
4
LPL Financial
LPL Financial
California
$5.25M
5
Goldman Sachs
Goldman Sachs
New York
$3.29M

Top Sellers

1
SAM
Shamrock Asset Management
Texas
$5.3M
2
VKH
Virtu KCG Holdings
New York
$0
3
FHA
First Horizon Advisors
Tennessee
$18.4M
4
SG Americas Securities
SG Americas Securities
New York
$0
5
VF
Virtu Financial
New York
$598K
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
26
US Bancorp
Minnesota
$668K – – –
Ameriprise
27
Ameriprise
Minnesota
$599K +$36.2K +1,624 +6%
VF
28
Virtu Financial
New York
$598K -$1.49M -66,981 -71%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$415K +$75.1K +3,371 +22%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$385K -$75.2K -3,377 -16%
HFS
31
HL Financial Services
Kentucky
$343K -$567K -25,441 -62%
ACM
32
Argentus Capital Management
Texas
$321K +$92.2K +4,137 +40%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$259K -$41.6K -1,873 -14%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$207K +$207K +9,291 New
AIG
35
American International Group
New York
$173K -$36.5K -1,638 -17%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$154K -$54.9K -2,469 -26%
MFS
37
MSI Financial Services
Massachusetts
$147K -$6.83K -306 -4%
AP
38
Advisors Preferred
Maryland
$134K +$134K +6,016 New
CPIG
39
Chicago Partners Investment Group
Illinois
$117K +$117K +5,241 New
BFEC
40
Benjamin F. Edwards & Company
Missouri
$90K -$1.76K -79 -2%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$89K – – –
BRWM
42
B. Riley Wealth Management
Tennessee
$70K – – –
WA
43
WFG Advisors
Texas
$66K +$648 +29 +1%
BCM
44
Blume Capital Management
California
$59K – – –
Deutsche Bank
45
Deutsche Bank
Germany
$48K – – –
Citigroup
46
Citigroup
New York
$39K +$487 +22 +1%
SF
47
Synovus Financial
Georgia
$27K +$27K +1,200 New
TRCT
48
Tower Research Capital (TRC)
New York
$27K +$27K +1,230 New
WEC
49
Winslow Evans & Crocker
Massachusetts
$14K +$5.11K +230 +58%
NES
50
New England Securities
New York
$14K +$3.21K +145 +30%
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