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First Trust S&P REIT Index Fund

47 hedge funds and large institutions have $60.9M invested in First Trust S&P REIT Index Fund in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
17
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWA
26
Delos Wealth Advisors
Texas
$373K +$373K +13,291 New
BFA
27
Beacon Financial Advisory
Ohio
$368K +$476 +17 +0.1%
HIS
28
Harvest Investment Services
Illinois
$359K +$4.14K +148 +1%
TRCT
29
Tower Research Capital (TRC)
New York
$339K +$330K +11,746 +3,475%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$258K +$258K +9,200 New
CCM
31
Covington Capital Management
California
$236K +$236K +8,424 New
Cerity Partners
32
Cerity Partners
New York
$206K +$206K +7,361 New
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$56K
HI
34
Harbour Investments
Wisconsin
$45K +$56 +2 +0.1%
AWA
35
Arkadios Wealth Advisors
Georgia
$37K -$46.2K -1,678 -56%
APA
36
American Portfolios Advisors
New York
$36.4K
SPIA
37
Steward Partners Investment Advisory
New York
$30K +$14.9K +523 +98%
CFGS
38
Concourse Financial Group Securities
Alabama
$25K
Barclays
39
Barclays
United Kingdom
$25K +$25K +879 New
HCP
40
Hexagon Capital Partners
Arkansas
$21K
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$19K
GWM
42
Geneos Wealth Management
Colorado
$11K
Citigroup
43
Citigroup
New York
$10K
SPWG
44
Sage Private Wealth Group
Illinois
$6K
LFG
45
Larson Financial Group
Missouri
$1K -$2.15K -43 -68%
NFG
46
Next Financial Group
Texas
$1K
Creative Planning
47
Creative Planning
Kansas
-$465K -18,448 Closed
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
-$428K -16,999 Closed
IAIM
49
International Assets Investment Management
Florida
-$105K -4,530 Closed
WAP
50
Wealthcare Advisory Partners
Pennsylvania
-$15K -600 Closed