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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

45 hedge funds and large institutions have $70.4M invested in First Trust S&P REIT Index Fund in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
10
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFA
Pinnacle Family Advisors
Missouri
+$5.47M
2
Morgan Stanley
Morgan Stanley
New York
+$4.75M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.89M
4
MCM
Mainstay Capital Management
Michigan
+$1.49M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.27M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$5M
2
LPL Financial
LPL Financial
California
-$4.53M
3
Wells Fargo
Wells Fargo
California
-$2.65M
4
BCM
Breiter Capital Management
Florida
-$1.75M
5
Jane Street
Jane Street
New York
-$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
26
Cypress Wealth Services
California
$238K +$238K +11,000 New
AG
27
Advisor Group
Arizona
$237K -$996 -46 -0.4%
AI
28
Atria Investments
North Carolina
$235K -$46.5K -2,156 -17%
NWM
29
Northwest Wealth Management
Iowa
$221K – – –
CAN
30
Cetera Advisor Networks
California
$213K +$213K +9,830 New
QCIG
31
Quad-Cities Investment Group
Iowa
$76K +$632 +29 +0.8%
APA
32
American Portfolios Advisors
New York
$47.7K – – –
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$43K – – –
S
34
SignatureFD
Georgia
$29K – – –
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$28K – – –
CIAS
36
Capital Investment Advisory Services
North Carolina
$26K +$26K +1,189 New
CWA
37
Clarus Wealth Advisors
Arizona
$25K +$3.2K +149 +15%
ASN
38
Advisory Services Network
Georgia
$20K +$20K +908 New
CFGS
39
Concourse Financial Group Securities
Alabama
$20K +$20K +954 New
IA
40
IFP Advisors
Florida
$16K -$53.4K -2,440 -77%
Citigroup
41
Citigroup
New York
$14K – – –
AA
42
AlphaMark Advisors
Kentucky
$10K – – –
GWM
43
Geneos Wealth Management
Colorado
$8K – – –
VFA
44
Valeo Financial Advisors
Indiana
$6K – – –
CWM
45
Cornerstone Wealth Management
Missouri
– -$5M -117,094 Closed
BCM
46
Breiter Capital Management
Florida
– -$1.75M -74,854 Closed
Jane Street
47
Jane Street
New York
– -$1.18M -50,663 Closed
WP
48
WealthShield Partners
North Carolina
– -$258K -11,049 Closed
NA
49
Navellier & Associates
Nevada
– -$253K -10,863 Closed
FAAS
50
First Allied Advisory Services
California
– -$200K -8,589 Closed
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