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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

42 hedge funds and large institutions have $43M invested in First Trust S&P REIT Index Fund in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
-10
Holders Change %
-19.23%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
8
Reduced
21
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.5M
2
LFG
Larson Financial Group
Missouri
$860K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.3M
4
HT
HAP Trading
New York
$685K
5
CPIG
Chicago Partners Investment Group
Illinois
$1.91M

Top Sellers

1
LPL Financial
LPL Financial
California
$8.9M
2
Wells Fargo
Wells Fargo
California
$3.12M
3
MCM
Mainstay Capital Management
Michigan
$0
4
Jane Street
Jane Street
New York
$0
5
Stifel Financial
Stifel Financial
Missouri
$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$312K -$6.07K -290 -2%
SPC
27
Sigma Planning Corp
Michigan
$305K -$724K -34,650 -70%
BFA
28
Beacon Financial Advisory
Ohio
$271K -$154K -7,354 -36%
UCFA
29
United Capital Financial Advisors
Texas
$220K -$3.56K -170 -2%
APA
30
American Portfolios Advisors
New York
$84.9K -$7.33K -350 -8%
PAG
31
Private Advisor Group
New Jersey
$58K +$58K +2,767 New
CAN
32
Cetera Advisor Networks
California
$47K +$47K +2,259 New
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$42K – – –
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$21K +$21K +1,020 New
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$19K – – –
Citigroup
36
Citigroup
New York
$11K -$4.31K -200 -28%
SPIA
37
Steward Partners Investment Advisory
New York
$11K – – –
HPC
38
HM Payson & Co
Maine
$10K +$10K +458 New
CFGS
39
Concourse Financial Group Securities
Alabama
$8K – – –
GWM
40
Geneos Wealth Management
Colorado
$8K – – –
VFA
41
Valeo Financial Advisors
Indiana
$6K – – –
SFPG
42
Stonebridge Financial Planning Group
Florida
$2K -$12K -600 -86%
MCM
43
Mainstay Capital Management
Michigan
– -$1.47M -80,796 Closed
Jane Street
44
Jane Street
New York
– -$920K -48,617 Closed
AWM
45
Aprio Wealth Management
Georgia
– -$603K -31,865 Closed
SWM
46
SeaCrest Wealth Management
New York
– -$595K -31,456 Closed
MAFM
47
Mid Atlantic Financial Management
Pennsylvania
– -$415K -21,931 Closed
TFA
48
Teamwork Financial Advisors
Texas
– -$378K -19,957 Closed
QCIG
49
Quad-Cities Investment Group
Iowa
– -$287K -15,159 Closed
FTS
50
Fifth Third Securities
Ohio
– -$257K -13,552 Closed
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