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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

46 hedge funds and large institutions have $71.3M invested in First Trust S&P REIT Index Fund in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
-2
Holders Change %
-4.17%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
14
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$14.2M
2
Morgan Stanley
Morgan Stanley
New York
+$3.86M
3
Wells Fargo
Wells Fargo
California
+$2.77M
4
PFA
Pinnacle Family Advisors
Missouri
+$2.56M
5
Jane Street
Jane Street
New York
+$791K

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.33M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2M
4
Bank of America
Bank of America
North Carolina
-$1.6M
5
F
F3Logic
Minnesota
-$796K
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
26
Northwest Wealth Management
Iowa
$239K – – –
TA
27
Townsend & Associates
Colorado
$230K +$230K +9,854 New
FAAS
28
First Allied Advisory Services
California
$200K -$5.15K -221 -3%
AP
29
Advisors Preferred
Maryland
$97K +$97K +4,155 New
QCIG
30
Quad-Cities Investment Group
Iowa
$80K -$8.87K -383 -10%
IA
31
IFP Advisors
Florida
$74K -$38.7K -1,660 -34%
APA
32
American Portfolios Advisors
New York
$51.4K – – –
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$47K – – –
S
34
SignatureFD
Georgia
$31K – – –
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$30K – – –
CWA
36
Clarus Wealth Advisors
Arizona
$24K -$3.07K -130 -11%
SWP
37
Stratos Wealth Partners
Ohio
$17K +$17K +709 New
Citigroup
38
Citigroup
New York
$15K – – –
SPIA
39
Steward Partners Investment Advisory
New York
$12K – – –
AA
40
AlphaMark Advisors
Kentucky
$10K – – –
GWM
41
Geneos Wealth Management
Colorado
$9K +$9K +400 New
WEC
42
Winslow Evans & Crocker
Massachusetts
$6K – – –
VFA
43
Valeo Financial Advisors
Indiana
$6K – – –
KIG
44
Kessler Investment Group
Indiana
$3K +$3K +150 New
WWM
45
Wagner Wealth Management
South Carolina
$1K -$5.1K -321 -84%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
– -$2.33M -99,870 Closed
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
– -$2M -85,680 Closed
F
48
F3Logic
Minnesota
– -$796K -34,010 Closed
CAN
49
Cetera Advisor Networks
California
– -$251K -10,701 Closed
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
– -$204K -8,736 Closed
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