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First Trust S&P REIT Index Fund

52 hedge funds and large institutions have $54.1M invested in First Trust S&P REIT Index Fund in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-8
Holders Change %
-13.33%
% 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
10
Increased
13
Reduced
19
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SS
26
Simplicity Solutions
Minnesota
$450K +$450K +23,789 New
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$437K -$16.9K -895 -4%
MAFM
28
Mid Atlantic Financial Management
Pennsylvania
$415K -$1.89K -100 -0.5%
Goldman Sachs
29
Goldman Sachs
New York
$406K +$406K +21,467 New
BFA
30
Beacon Financial Advisory
Ohio
$384K +$2.3K +122 +0.6%
TFA
31
Teamwork Financial Advisors
Texas
$378K -$7.22K -381 -2%
HIS
32
Harvest Investment Services
Illinois
$306K -$795K -42,109 -72%
RJA
33
Raymond James & Associates
Florida
$288K -$465K -24,541 -62%
QCIG
34
Quad-Cities Investment Group
Iowa
$287K +$3.75K +198 +1%
FTS
35
Fifth Third Securities
Ohio
$257K -$8.74K -461 -3%
CF
36
Centaurus Financial
California
$208K +$208K +10,979 New
TSS
37
Two Sigma Securities
New York
$205K +$205K +10,835 New
UCFA
38
United Capital Financial Advisors
Texas
$202K
SF
39
Synovus Financial
Georgia
$112K +$112K +5,946 New
APA
40
American Portfolios Advisors
New York
$83.4K
ASN
41
Advisory Services Network
Georgia
$58K -$17.2K -908 -23%
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$39K +$8.43K +450 +28%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$38K
EWM
44
EPG Wealth Management
Georgia
$21K +$21K +1,118 New
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$19K
SFPG
46
Stonebridge Financial Planning Group
Florida
$14K
Citigroup
47
Citigroup
New York
$13K +$6.59K +360 +103%
SPIA
48
Steward Partners Investment Advisory
New York
$10K
CFGS
49
Concourse Financial Group Securities
Alabama
$7K
GWM
50
Geneos Wealth Management
Colorado
$7K