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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

53 hedge funds and large institutions have $136M invested in First Trust S&P REIT Index Fund in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-4
Holders Change %
-7.02%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
21
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$8.49M
2
VF
Virtu Financial
New York
$3.55M
3
Wells Fargo
Wells Fargo
California
$17.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.14M
5
Citadel Advisors
Citadel Advisors
Florida
$2.09M

Top Sellers

1
HA
Hays Advisory
Tennessee
$39M
2
BTS
BB&T Securities
Virginia
$0
3
FHA
First Horizon Advisors
Tennessee
$3.81M
4
RJA
Raymond James & Associates
Florida
$2.31M
5
WI
WBI Investments
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Cornerstone Wealth Management
Missouri
$568K +$2.4K +104 +0.4%
IA
27
IFP Advisors
Florida
$541K -$151K -6,549 -22%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$511K -$1.59K -69 -0.3%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$501K -$91.2K -3,957 -15%
CAN
30
Cetera Advisor Networks
California
$484K +$96.5K +4,174 +25%
MML Investors Services
31
MML Investors Services
Massachusetts
$449K +$449K +19,465 New
CPIG
32
Chicago Partners Investment Group
Illinois
$440K +$158K +6,843 +56%
AG
33
Advisor Group
Arizona
$433K +$139K +6,051 +47%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$422K +$25.1K +1,087 +6%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$400K +$89.5K +3,885 +29%
Jane Street
36
Jane Street
New York
$371K -$3K -130 -0.8%
M&T Bank
37
M&T Bank
New York
$276K +$276K +11,977 New
SB
38
Suntrust Banks
Georgia
$273K -$20.3K -879 -7%
NWM
39
Northwest Wealth Management
Iowa
$252K – – –
IWM
40
IHT Wealth Management
Illinois
$251K +$230K +9,850 +1,094%
NA
41
Navellier & Associates
Nevada
$218K +$218K +9,462 New
TSS
42
Two Sigma Securities
New York
$205K +$205K +8,874 New
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$92K – – –
WA
44
WFG Advisors
Texas
$77K +$4.92K +214 +7%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$65K +$65K +2,808 New
Citigroup
46
Citigroup
New York
$53K +$388 +17 +0.7%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$36K – – –
SF
48
Synovus Financial
Georgia
$28K – – –
GWM
49
Geneos Wealth Management
Colorado
$18K +$2.25K +100 +14%
AA
50
AlphaMark Advisors
Kentucky
$10K – – –
1
2
3