FRI icon

First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

49 hedge funds and large institutions have $80.6M invested in First Trust S&P REIT Index Fund in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
22
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$3.03M
2
Bank of America
Bank of America
North Carolina
+$2.59M
3
LPL Financial
LPL Financial
California
+$1.98M
4
PCM
Peak Capital Management
Colorado
+$906K
5
FEM
Fulcrum Equity Management
Texas
+$642K

Top Sellers

1
PFA
Pinnacle Family Advisors
Missouri
-$5.45M
2
Citadel Advisors
Citadel Advisors
Florida
-$2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.26M
4
LA
LexAurum Advisors
Kansas
-$1.14M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$988K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$378K +$82K +3,292 +28%
QCIG
27
Quad-Cities Investment Group
Iowa
$358K +$271K +10,913 +313%
TA
28
Townsend & Associates
Colorado
$346K +$15K +601 +5%
AI
29
Atria Investments
North Carolina
$278K +$7.21K +290 +3%
CWS
30
Cypress Wealth Services
California
$274K – – –
CAN
31
Cetera Advisor Networks
California
$257K +$11.1K +444 +5%
NWM
32
Northwest Wealth Management
Iowa
$244K -$11.4K -459 -4%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$210K +$210K +8,419 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$207K +$207K +8,352 New
APA
35
American Portfolios Advisors
New York
$110K +$54.8K +2,200 +100%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$50K – – –
ASN
37
Advisory Services Network
Georgia
$47K +$24.4K +979 +108%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$32K – – –
CFGS
39
Concourse Financial Group Securities
Alabama
$29K +$5.53K +225 +24%
CIAS
40
Capital Investment Advisory Services
North Carolina
$20K -$9.73K -389 -33%
CWA
41
Clarus Wealth Advisors
Arizona
$20K -$9.1K -364 -31%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$19K +$19K +683 New
AA
43
AlphaMark Advisors
Kentucky
$11K – – –
Citigroup
44
Citigroup
New York
$9K -$7.71K -300 -46%
GWM
45
Geneos Wealth Management
Colorado
$9K – – –
VFA
46
Valeo Financial Advisors
Indiana
$7K – – –
IA
47
IFP Advisors
Florida
$3K -$12.1K -586 -80%
RIA
48
Realta Investment Advisors
Delaware
$3K +$3K +140 New
Citadel Advisors
49
Citadel Advisors
Florida
– -$2M -92,413 Closed
LA
50
LexAurum Advisors
Kansas
– -$1.14M -52,512 Closed
1
2
3