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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
–
Holders Change %
0%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$6.26M
2
RW
RVW Wealth
California
$1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.62M
4
Wells Fargo
Wells Fargo
California
$3.77M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$616K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.76M
2
Citadel Advisors
Citadel Advisors
Florida
$1.25M
3
LPL Financial
LPL Financial
California
$7.47M
4
HT
HAP Trading
New York
$235K
5
AFP
Ausdal Financial Partners
Iowa
$477K
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
26
HAP Trading
New York
$235K -$850K -36,533 -78%
RJA
27
Raymond James & Associates
Florida
$228K -$101K -4,338 -31%
IAIM
28
International Assets Investment Management
Florida
$105K +$105K +4,530 New
AWA
29
Arkadios Wealth Advisors
Georgia
$53K +$53K +2,313 New
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$46K – – –
APA
31
American Portfolios Advisors
New York
$30.1K -$41.1K -1,770 -58%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$23K – – –
HPC
33
HM Payson & Co
Maine
$19K – – –
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$19K – – –
HCP
35
Hexagon Capital Partners
Arkansas
$17K – – –
GC
36
Grace Capital
Massachusetts
$16K +$16K +700 New
SPIA
37
Steward Partners Investment Advisory
New York
$12K – – –
GWM
38
Geneos Wealth Management
Colorado
$10K – – –
CFGS
39
Concourse Financial Group Securities
Alabama
$9K – – –
RA
40
Reby Advisors
Connecticut
$9K +$9K +406 New
Citigroup
41
Citigroup
New York
$8K – – –
VFA
42
Valeo Financial Advisors
Indiana
$6K – – –
SPWG
43
Sage Private Wealth Group
Illinois
$5K +$5K +212 New
LFG
44
Larson Financial Group
Missouri
$1K -$222 -14 -18%
NFG
45
Next Financial Group
Texas
$1K – – –
Jane Street
46
Jane Street
New York
– -$338K -16,012 Closed
SPC
47
Sigma Planning Corp
Michigan
– -$305K -14,440 Closed
FFA
48
Founders Financial Alliance
North Carolina
– -$100K -4,597 Closed
ASN
49
Advisory Services Network
Georgia
– -$54K -2,539 Closed
PFS
50
Prospera Financial Services
Texas
– -$51K -2,408 Closed
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