First Trust S&P REIT Index Fund
FRI
45 hedge funds and large institutions have $38.3M invested in First Trust S&P REIT Index Fund in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 6 closing their positions.
0% more funds holding
Funds holding: 45 → 45 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
0.88% less ownership
Funds ownership: 51.32% → 50.45% (-0.88%)
2% less capital invested
Capital invested by funds: $39M → $38.3M (-$754K)
20% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.02M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$687K |
| 3 |
RW
RVW Wealth
Los Angeles,
California
|
+$229K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$213K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$111K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.79M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.73M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.65M |
| 4 |
HT
HAP Trading
New York
|
-$821K |
| 5 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
-$449K |
FRI Hedge Fund Activity: Q4 2020 in Review
45 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in First Trust S&P REIT Index Fund (FRI) for Q4 2020, worth a combined $38.3M — down 1.9% from $39M a quarter earlier.
Fund positioning in FRI was balanced in Q4 2020: 6 funds opened new positions, 6 closed out, 12 added to existing stakes and 15 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.02M. The largest seller was Susquehanna International Group, cutting an estimated $1.79M.
- 45 institutional investors held First Trust S&P REIT Index Fund (FRI) as of Q4 2020, unchanged from Q3 2020.
- Funds reported $38.3M of First Trust S&P REIT Index Fund stock for Q4 2020, down 1.9% quarter-over-quarter.
- 6 funds opened new First Trust S&P REIT Index Fund positions in Q4 2020 and 6 closed out, a net change of 0 holders.
- The largest First Trust S&P REIT Index Fund buyer in Q4 2020 was Morgan Stanley, an estimated $1.02M added.
- The largest First Trust S&P REIT Index Fund seller in Q4 2020 was Susquehanna International Group, an estimated $1.79M sold.
Based on aggregated 13F filings for Q4 2020.