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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

48 hedge funds and large institutions have $55.7M invested in First Trust S&P REIT Index Fund in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
-3
Holders Change %
-5.88%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
10
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$5M
2
PCM
Peak Capital Management
Colorado
+$4.11M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.09M
4
Bank of America
Bank of America
North Carolina
+$1.97M
5
BCM
Breiter Capital Management
Florida
+$1.2M

Top Sellers

1
HA
Hays Advisory
Tennessee
-$9M
2
Wells Fargo
Wells Fargo
California
-$3.98M
3
Morgan Stanley
Morgan Stanley
New York
-$2.41M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.86M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
26
Northwest Wealth Management
Iowa
$239K -$6.39K -274 -3%
PFA
27
Pinnacle Family Advisors
Missouri
$205K +$205K +8,781 New
FAAS
28
First Allied Advisory Services
California
$205K +$205K +8,810 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$204K -$39.3K -1,681 -16%
IA
30
IFP Advisors
Florida
$113K -$92.5K -3,953 -45%
HA
31
Hays Advisory
Tennessee
$100K -$9M -385,774 -99%
QCIG
32
Quad-Cities Investment Group
Iowa
$90K +$90K +3,839 New
AWA
33
Acorn Wealth Advisors
Michigan
$79K -$7.82K -335 -9%
APA
34
American Portfolios Advisors
New York
$51.6K – – –
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$47K – – –
FHA
36
First Horizon Advisors
Tennessee
$39K -$90.7K -3,965 -70%
S
37
SignatureFD
Georgia
$31K – – –
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$30K – – –
CWA
39
Clarus Wealth Advisors
Arizona
$24K +$24K +1,145 New
Citigroup
40
Citigroup
New York
$15K -$5.54K -240 -27%
SPIA
41
Steward Partners Investment Advisory
New York
$12K – – –
AA
42
AlphaMark Advisors
Kentucky
$11K – – –
WWM
43
Wagner Wealth Management
South Carolina
$9K – – –
CF
44
Centaurus Financial
California
$9K +$9K +382 New
WEC
45
Winslow Evans & Crocker
Massachusetts
$6K -$6K -200 -50%
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
$6K – – –
VFA
47
Valeo Financial Advisors
Indiana
$6K +$6K +265 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
– -$1.86M -87,535 Closed
Citadel Advisors
49
Citadel Advisors
Florida
– -$1.46M -68,503 Closed
VAM
50
Visionary Asset Management
Texas
– -$605K -28,483 Closed
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