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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

69 hedge funds and large institutions have $234M invested in First Trust S&P REIT Index Fund in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+13
Holders Change %
+23.21%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
17
Increased
27
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$23.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$37.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$4.98M
4
RJA
4
Raymond James & Associates
Florida
$12.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.77M

Top Sellers

1
NA
1
Navellier & Associates
Nevada
$225K
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$444K
3
UBS Group
3
UBS Group
Switzerland
$3.52M
4
FHA
4
First Horizon Advisors
Tennessee
$7.79M
5
HA
5
Hays Advisory
Tennessee
$53.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
26
WESPAC Advisors
California
$975K -$208K -8,598 -18%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$952K +$952K +39,342 New
SFI
28
SPC Financial Inc
Maryland
$899K +$899K +37,125 New
IA
29
IFP Advisors
Florida
$774K +$329K +13,586 +74%
VF
30
Virtu Financial
New York
$716K +$716K +29,577 New
VKH
31
Virtu KCG Holdings
New York
$711K +$711K +29,348 New
CAN
32
Cetera Advisor Networks
California
$671K +$219K +9,057 +49%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$602K +$21.3K +877 +4%
CWM
34
Cornerstone Wealth Management
Missouri
$577K +$577K +24,692 New
RPG
35
Risk Paradigm Group
Texas
$550K -$182K -7,503 -25%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$527K +$47.3K +1,952 +10%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$511K -$484K -19,984 -49%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$457K +$457K +18,876 New
HFS
39
HL Financial Services
Kentucky
$448K +$2.64K +109 +0.6%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$444K -$1.22M -50,537 -73%
FAAS
41
First Allied Advisory Services
California
$442K +$442K +18,266 New
SG
42
StoneX Group
New York
$412K +$412K +17,018 New
M&T Bank
43
M&T Bank
New York
$313K +$313K +12,910 New
SB
44
Suntrust Banks
Georgia
$296K +$296K +12,272 New
CPIG
45
Chicago Partners Investment Group
Illinois
$284K +$169 +7 +0.1%
MIAN
46
Mariner Independent Advisor Network
Kansas
$271K +$271K +11,189 New
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$267K +$5.36K +221 +2%
Jane Street
48
Jane Street
New York
$254K -$629K -26,032 -71%
NA
49
Navellier & Associates
Nevada
$225K -$15.3M -630,877 -99%
PAG
50
Private Advisor Group
New Jersey
$223K +$223K +9,548 New
1
2
3