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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

56 hedge funds and large institutions have $219M invested in First Trust S&P REIT Index Fund in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+8
Holders Change %
+16.67%
% of All Funds
1.5%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
11
Increased
30
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
Navellier & Associates
Nevada
$15.8M
2
Wells Fargo
Wells Fargo
California
$30.1M
3
Morgan Stanley
Morgan Stanley
New York
$31M
4
Bank of America
Bank of America
North Carolina
$12.7M
5
BTS
BB&T Securities
Virginia
$6.26M

Top Sellers

1
LPL Financial
LPL Financial
California
$3.57M
2
Goldman Sachs
Goldman Sachs
New York
$0
3
RPG
Risk Paradigm Group
Texas
$746K
4
FHA
First Horizon Advisors
Tennessee
$9.11M
5
HA
Hays Advisory
Tennessee
$55.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$946K +$136K +5,524 +17%
Jane Street
27
Jane Street
New York
$902K +$67.2K +2,721 +8%
IH
28
IFC Holdings
Florida
$809K +$49.3K +1,986 +6%
RPG
29
Risk Paradigm Group
Texas
$746K -$906K -36,726 -55%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$707K +$276K +11,204 +64%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$577K +$9.43K +390 +2%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$489K +$81.8K +3,314 +20%
CAN
33
Cetera Advisor Networks
California
$457K +$7.4K +302 +2%
IA
34
IFP Advisors
Florida
$454K +$450K +18,256 +12,590%
HFS
35
HL Financial Services
Kentucky
$454K +$454K +18,390 New
CPIG
36
Chicago Partners Investment Group
Illinois
$290K +$222 +9 +0.1%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$266K +$266K +10,797 New
CIM
38
Confluence Investment Management
Missouri
$242K +$242K +9,800 New
SG
39
Societe Generale
$207K +$207K +8,400 New
SG Americas Securities
40
SG Americas Securities
New York
$207K +$207K +8,400 New
MFS
41
MSI Financial Services
Massachusetts
$155K -$103K -4,169 -40%
AG
42
Advisor Group
Arizona
$151K +$151K +6,140 New
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$99K – – –
WA
44
WFG Advisors
Texas
$76K +$396 +16 +0.5%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$70K +$62.6K +2,535 +845%
AP
46
Advisors Preferred
Maryland
$63K +$30.2K +1,219 +92%
Citigroup
47
Citigroup
New York
$50K +$686 +28 +1%
AWMS
48
Advocacy Wealth Management Services
Georgia
$49K -$2.42K -97 -5%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$47K +$7.83K +314 +20%
GWM
50
Geneos Wealth Management
Colorado
$33K – – –
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