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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

58 hedge funds and large institutions have $124M invested in First Trust S&P REIT Index Fund in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+11
Holders Change %
+23.4%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
30
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$23.9M
2
Morgan Stanley
Morgan Stanley
New York
$20.9M
3
Truist Financial
Truist Financial
North Carolina
$6.3M
4
UBS Group
UBS Group
Switzerland
$4.15M
5
PFA
Pinnacle Family Advisors
Missouri
$3.27M

Top Sellers

1
DWA
Delos Wealth Advisors
Texas
$0
2
Goldman Sachs
Goldman Sachs
New York
$375K
3
TRCT
Tower Research Capital (TRC)
New York
$196K
4
Bank of America
Bank of America
North Carolina
$2.33M
5
AFP
Ausdal Financial Partners
Iowa
$484K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$732K +$276K +9,766 +61%
HighTower Advisors
27
HighTower Advisors
Illinois
$720K -$33.6K -1,188 -4%
DWMG
28
DB Wealth Management Group
California
$678K +$13.1K +462 +2%
Citadel Advisors
29
Citadel Advisors
Florida
$643K +$643K +22,724 New
KAS
30
Kestra Advisory Services
Texas
$621K +$621K +21,959 New
HR
31
Hayden Royal
North Carolina
$586K +$586K +20,709 New
Creative Planning
32
Creative Planning
Kansas
$505K +$505K +17,868 New
AFP
33
Ausdal Financial Partners
Iowa
$484K -$41.9K -1,482 -8%
RJA
34
Raymond James & Associates
Florida
$435K +$36.5K +1,291 +9%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$415K -$9.14K -323 -2%
Goldman Sachs
36
Goldman Sachs
New York
$375K -$276K -9,785 -42%
BFA
37
Beacon Financial Advisory
Ohio
$372K +$424 +15 +0.1%
CF
38
Centaurus Financial
California
$334K +$334K +11,801 New
CC
39
Cypress Capital
Tennessee
$314K +$314K +11,111 New
Jane Street
40
Jane Street
New York
$279K +$279K +9,849 New
FEG
41
Financial Enhancement Group
Indiana
$246K +$246K +8,690 New
CCM
42
Covington Capital Management
California
$238K – – –
Cerity Partners
43
Cerity Partners
New York
$209K +$848 +30 +0.4%
TRCT
44
Tower Research Capital (TRC)
New York
$196K -$146K -5,168 -43%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$57K – – –
HI
46
Harbour Investments
Wisconsin
$46K +$57 +2 +0.1%
APA
47
American Portfolios Advisors
New York
$36.7K – – –
Barclays
48
Barclays
United Kingdom
$33K +$7.93K +278 +32%
SPIA
49
Steward Partners Investment Advisory
New York
$30K – – –
CFGS
50
Concourse Financial Group Securities
Alabama
$26K +$677 +24 +3%
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