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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

51 hedge funds and large institutions have $144M invested in First Trust S&P REIT Index Fund in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 2 closing their positions.

Holders
51
Holders Change
+8
Holders Change %
+18.6%
% of All Funds
1.34%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
10
Increased
18
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$11.7M
2
LPL Financial
2
LPL Financial
California
$7.33M
3
Morgan Stanley
3
Morgan Stanley
New York
$15.7M
4
SWP
4
Stratos Wealth Partners
Ohio
$2.53M
5
CAN
5
Cetera Advisor Networks
California
$1.56M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.78M
3
FHA
3
First Horizon Advisors
Tennessee
$9.93M
4
CS
4
Credit Suisse
Switzerland
$1.19M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$462K -$43.6K -1,974 -9%
IA
27
IFP Advisors
Florida
$454K +$454K +20,554 New
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$379K +$6.87K +311 +2%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$366K -$254K -11,497 -41%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$359K +$4.36K +197 +1%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$317K -$32.8K -1,489 -9%
ACM
32
Argentus Capital Management
Texas
$283K -$57.1K -2,585 -17%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$257K -$18.1K -820 -7%
CPIG
34
Chicago Partners Investment Group
Illinois
$228K +$93.5K +4,227 +70%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$218K – – –
AIG
36
American International Group
New York
$138K -$9.44K -428 -6%
MFS
37
MSI Financial Services
Massachusetts
$106K -$81K -3,679 -43%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$88K – – –
WA
39
WFG Advisors
Texas
$67K +$706 +32 +1%
Citigroup
40
Citigroup
New York
$53K +$9.65K +438 +22%
AWMS
41
Advocacy Wealth Management Services
Georgia
$46K +$46K +2,065 New
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$35K – – –
SF
43
Synovus Financial
Georgia
$26K – – –
WP
44
WealthPLAN Partners
Nebraska
$13.9K +$13.9K +2,146 New
BCM
45
Blume Capital Management
California
$11K – – –
WEC
46
Winslow Evans & Crocker
Massachusetts
$8.83K – – –
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$7K +$7K +300 New
NMIS
48
Northwestern Mutual Investment Services
Wisconsin
$7K +$7K +321 New
NFG
49
Next Financial Group
Texas
$4K – – –
AIA
50
Allegis Investment Advisors
Idaho
$2K +$2K +83 New
1
2
3