FRI icon

First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

44 hedge funds and large institutions have $45M invested in First Trust S&P REIT Index Fund in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JIP
Jaffetilchin Investment Partners
Florida
+$10.1M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.11M
3
Morgan Stanley
Morgan Stanley
New York
+$536K
4
RW
RVW Wealth
California
+$174K
5
Bank of America
Bank of America
North Carolina
+$168K

Top Sellers

1
LPL Financial
LPL Financial
California
-$4.32M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.48M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.25M
4
Wells Fargo
Wells Fargo
California
-$712K
5
SS
Simplicity Solutions
Minnesota
-$420K
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
26
International Assets Investment Management
Florida
$105K – – –
AWA
27
Arkadios Wealth Advisors
Georgia
$76K +$17.8K +708 +31%
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$50K – – –
HI
29
Harbour Investments
Wisconsin
$41K +$41K +1,619 New
APA
30
American Portfolios Advisors
New York
$32.7K – – –
CFGS
31
Concourse Financial Group Securities
Alabama
$23K +$13.4K +523 +139%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$19K – – –
HCP
33
Hexagon Capital Partners
Arkansas
$19K – – –
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$15K +$15K +600 New
SPIA
35
Steward Partners Investment Advisory
New York
$13.4K – – –
HPC
36
HM Payson & Co
Maine
$12K -$9.46K -361 -44%
GWM
37
Geneos Wealth Management
Colorado
$10K – – –
Citigroup
38
Citigroup
New York
$9K – – –
TRCT
39
Tower Research Capital (TRC)
New York
$9K +$9K +338 New
VFA
40
Valeo Financial Advisors
Indiana
$7K – – –
HF
41
Halpern Financial
Virginia
$5.62K +$5.62K +223 New
SPWG
42
Sage Private Wealth Group
Illinois
$5K +$23 +1 +0.5%
LFG
43
Larson Financial Group
Missouri
$2K – – –
NFG
44
Next Financial Group
Texas
$1K – – –
Citadel Advisors
45
Citadel Advisors
Florida
– -$1.25M -53,827 Closed
SS
46
Simplicity Solutions
Minnesota
– -$420K -18,082 Closed
HT
47
HAP Trading
New York
– -$235K -10,101 Closed
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
– -$23K -1,020 Closed
GC
49
Grace Capital
Massachusetts
– -$16K -700 Closed
1
2