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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

43 hedge funds and large institutions have $137M invested in First Trust S&P REIT Index Fund in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
-6
Holders Change %
-12.24%
% of All Funds
1.2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
3
Increased
11
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HA
Hays Advisory
Tennessee
$44.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.59M
3
Wells Fargo
Wells Fargo
California
$13.1M
4
Stifel Financial
Stifel Financial
Missouri
$2.96M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$577K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.8M
2
Morgan Stanley
Morgan Stanley
New York
$12.4M
3
FHA
First Horizon Advisors
Tennessee
$10.9M
4
SWP
Stratos Wealth Partners
Ohio
$0
5
UBS Group
UBS Group
Switzerland
$1.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
26
Argentus Capital Management
Texas
$321K -$34.8K -1,669 -10%
Jane Street
27
Jane Street
New York
$300K +$300K +14,359 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$260K -$84.5K -4,051 -25%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$206K -$4.18K -200 -2%
MFS
30
MSI Financial Services
Massachusetts
$177K +$4.29K +206 +2%
AIG
31
American International Group
New York
$139K -$29.2K -1,404 -17%
CPIG
32
Chicago Partners Investment Group
Illinois
$127K – – –
TRCT
33
Tower Research Capital (TRC)
New York
$94K -$517K -24,711 -85%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$87K -$195K -9,403 -69%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$84K – – –
WA
36
WFG Advisors
Texas
$63K +$378 +18 +0.6%
Citigroup
37
Citigroup
New York
$41K -$7.13K -342 -15%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$33K – – –
SF
39
Synovus Financial
Georgia
$25K – – –
BCM
40
Blume Capital Management
California
$10K – – –
WEC
41
Winslow Evans & Crocker
Massachusetts
$8.35K – – –
NFG
42
Next Financial Group
Texas
$4K +$4K +215 New
SWP
43
Stratos Wealth Partners
Ohio
– -$2.35M -113,990 Closed
Citadel Advisors
44
Citadel Advisors
Florida
– -$568K -27,567 Closed
VFA
45
Voya Financial Advisors
Connecticut
– -$441K -21,458 Closed
VKH
46
Virtu KCG Holdings
New York
– -$268K -12,977 Closed
AssetMark Inc
47
AssetMark Inc
California
– -$87K -4,226 Closed
BRWM
48
B. Riley Wealth Management
Tennessee
– -$67K -3,281 Closed
AWS
49
Aris Wealth Services
Pennsylvania
– -$15K -715 Closed
Barclays
50
Barclays
United Kingdom
– -$11K -540 Closed
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