FRI icon

First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

54 hedge funds and large institutions have $120M invested in First Trust S&P REIT Index Fund in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
15
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFS
HL Financial Services
Kentucky
$1.31M
2
Bank of America
Bank of America
North Carolina
$9.52M
3
Wells Fargo
Wells Fargo
California
$18.1M
4
SG
StoneX Group
New York
$613K
5
Jane Street
Jane Street
New York
$874K

Top Sellers

1
HA
Hays Advisory
Tennessee
$29.5M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.88M
3
Citadel Advisors
Citadel Advisors
Florida
$272K
4
VF
Virtu Financial
New York
$2.04M
5
RJA
Raymond James & Associates
Florida
$876K
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
26
Chicago Partners Investment Group
Illinois
$658K +$216K +9,323 +49%
AG
27
Advisor Group
Arizona
$634K +$197K +8,476 +45%
SG
28
StoneX Group
New York
$613K +$613K +26,405 New
IH
29
IFC Holdings
Florida
$577K -$64.5K -2,766 -10%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$531K +$15.5K +669 +3%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$520K -$87.2K -3,762 -14%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$514K +$110K +4,733 +27%
MML Investors Services
33
MML Investors Services
Massachusetts
$501K +$48.8K +2,099 +11%
PAG
34
Private Advisor Group
New Jersey
$444K +$444K +19,564 New
IA
35
IFP Advisors
Florida
$428K -$118K -5,067 -22%
CAN
36
Cetera Advisor Networks
California
$388K -$100K -4,303 -21%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$369K -$56.1K -2,416 -13%
M&T Bank
38
M&T Bank
New York
$274K -$4.54K -195 -2%
Citadel Advisors
39
Citadel Advisors
Florida
$272K -$1.83M -78,864 -87%
NWM
40
Northwest Wealth Management
Iowa
$254K – – –
SB
41
Suntrust Banks
Georgia
$202K -$70.5K -3,058 -26%
PFA
42
Pinnacle Family Advisors
Missouri
$201K +$201K +8,662 New
RPG
43
Risk Paradigm Group
Texas
$157K +$157K +6,778 New
RFWA
44
RPg Family Wealth Advisory
Massachusetts
$92K +$92K +3,959 New
WA
45
WFG Advisors
Texas
$78K +$417 +18 +0.5%
VWA
46
V Wealth Advisors
Kansas
$71K +$71K +3,079 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$65K +$23 +1 +0%
Citigroup
48
Citigroup
New York
$47K -$6.95K -299 -13%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$46K -$46K -2,000 -50%
GWM
50
Geneos Wealth Management
Colorado
$18K – – –
1
2
3