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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

60 hedge funds and large institutions have $128M invested in First Trust S&P REIT Index Fund in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+7
Holders Change %
+13.21%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
25
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$7.6M
2
Morgan Stanley
Morgan Stanley
New York
+$3.05M
3
UBS Group
UBS Group
Switzerland
+$1.81M
4
HIS
Harvest Investment Services
Illinois
+$1.52M
5
PCM
Peak Capital Management
Colorado
+$1.28M

Top Sellers

1
PFA
Pinnacle Family Advisors
Missouri
-$4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.04M
3
Bank of America
Bank of America
North Carolina
-$498K
4
FEM
Fulcrum Equity Management
Texas
-$494K
5
NFG
Next Financial Group
Texas
-$386K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
26
SeaCrest Wealth Management
New York
$757K +$171K +6,526 +29%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$750K +$94.6K +3,624 +14%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$733K +$502K +19,230 +218%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$627K +$50.8K +1,943 +9%
MAFM
30
Mid Atlantic Financial Management
Pennsylvania
$575K – – –
HT
31
HAP Trading
New York
$551K +$551K +21,111 New
TFA
32
Teamwork Financial Advisors
Texas
$531K +$531K +20,338 New
BFA
33
Beacon Financial Advisory
Ohio
$528K +$528K +20,214 New
SWP
34
Stratos Wealth Partners
Ohio
$490K +$286K +10,973 +141%
HighTower Advisors
35
HighTower Advisors
Illinois
$453K +$453K +17,366 New
CAN
36
Claraphi Advisory Network
United States
$443K +$51.3K +1,967 +13%
QCIG
37
Quad-Cities Investment Group
Iowa
$391K +$1.99K +76 +0.5%
IAA
38
Independent Advisor Alliance
North Carolina
$367K +$367K +14,059 New
FTS
39
Fifth Third Securities
Ohio
$366K +$93.4K +3,574 +34%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$333K +$105K +4,008 +46%
CWS
41
Cypress Wealth Services
California
$287K – – –
UCFA
42
United Capital Financial Advisors
Texas
$279K – – –
AAS
43
Avantax Advisory Services
Texas
$275K +$275K +10,503 New
NA
44
Navellier & Associates
Nevada
$269K -$130K -4,959 -33%
NWM
45
Northwest Wealth Management
Iowa
$235K -$26.8K -1,027 -10%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$228K -$25.8K -988 -10%
Cerity Partners
47
Cerity Partners
New York
$207K +$207K +7,913 New
APA
48
American Portfolios Advisors
New York
$115K – – –
ASN
49
Advisory Services Network
Georgia
$104K +$57.5K +2,193 +124%
SFS
50
Sowell Financial Services
Arkansas
$66K -$66K -2,539 -50%
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