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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

53 hedge funds and large institutions have $96.3M invested in First Trust S&P REIT Index Fund in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
21
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$23.4M
2
PFA
Pinnacle Family Advisors
Missouri
$8.41M
3
VF
Virtu Financial
New York
$1.7M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$4.26M
5
Wells Fargo
Wells Fargo
California
$11.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.14M
2
PCM
Peak Capital Management
Colorado
$3.62M
3
FEM
Fulcrum Equity Management
Texas
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
TA
Townsend & Associates
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$408K -$63.2K -2,535 -13%
Citadel Advisors
27
Citadel Advisors
Florida
$372K +$372K +14,924 New
QCIG
28
Quad-Cities Investment Group
Iowa
$360K +$1.54K +62 +0.4%
AIM
29
Axiom Investment Management
New York
$346K +$346K +14,000 New
MA
30
Mutual Advisors
Nebraska
$344K +$344K +13,781 New
AWM
31
AE Wealth Management
Kansas
$335K +$335K +13,440 New
Jane Street
32
Jane Street
New York
$315K +$315K +12,628 New
CWS
33
Cypress Wealth Services
California
$274K – – –
NWM
34
Northwest Wealth Management
Iowa
$254K +$9.95K +399 +4%
NA
35
Navellier & Associates
Nevada
$253K +$253K +10,161 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$208K +$522 +21 +0.3%
NFG
37
Next Financial Group
Texas
$110K +$110K +4,409 New
APA
38
American Portfolios Advisors
New York
$110K – – –
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$50K – – –
ASN
40
Advisory Services Network
Georgia
$44K -$2.78K -112 -6%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$32K – – –
CFGS
42
Concourse Financial Group Securities
Alabama
$29K – – –
CIAS
43
Capital Investment Advisory Services
North Carolina
$20K – – –
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$19K – – –
SPIA
45
Steward Partners Investment Advisory
New York
$13K +$13K +533 New
CFA
46
Camarda Financial Advisors
Florida
$12K +$12K +494 New
AA
47
AlphaMark Advisors
Kentucky
$11K – – –
Citigroup
48
Citigroup
New York
$9K – – –
GWM
49
Geneos Wealth Management
Colorado
$9K – – –
VFA
50
Valeo Financial Advisors
Indiana
$7K – – –
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2
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