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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

68 hedge funds and large institutions have $164M invested in First Trust S&P REIT Index Fund in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+10
Holders Change %
+17.24%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
21
Increased
27
Reduced
12
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWM
IHT Wealth Management
Illinois
$14.6M
2
AFS
Aft Forsyth & Sober
Florida
$7.09M
3
Morgan Stanley
Morgan Stanley
New York
$26.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.25M
5
GIA
Gladstone Institutional Advisory
Florida
$1.81M

Top Sellers

1
SMF
Sterling Manor Financial
New York
$0
2
Truist Financial
Truist Financial
North Carolina
$3.49M
3
SPC
Sigma Planning Corp
Michigan
$0
4
SWP
Stratos Wealth Partners
Ohio
$235K
5
Ameriprise
Ameriprise
Minnesota
$623K
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
26
PSI Advisors
Florida
$803K +$803K +24,637 New
DWMG
27
DB Wealth Management Group
California
$801K +$20K +613 +3%
RW
28
RVW Wealth
California
$715K +$74.3K +2,277 +12%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$712K +$712K +21,848 New
Baird Financial Group
30
Baird Financial Group
Wisconsin
$646K +$168K +5,145 +35%
ARC
31
Advisor Resource Council
Texas
$636K +$636K +19,502 New
Ameriprise
32
Ameriprise
Minnesota
$623K -$851K -26,113 -58%
Creative Planning
33
Creative Planning
Kansas
$589K +$6.13K +188 +1%
OC
34
Oppenheimer & Co
New York
$584K +$584K +17,928 New
AFP
35
Ausdal Financial Partners
Iowa
$525K -$33.3K -1,022 -6%
KAS
36
Kestra Advisory Services
Texas
$512K -$204K -6,251 -28%
RJA
37
Raymond James & Associates
Florida
$501K -$65 -2 -0%
BFA
38
Beacon Financial Advisory
Ohio
$430K +$1.76K +54 +0.4%
AIM
39
Axiom Investment Management
New York
$425K +$425K +13,000 New
CF
40
Centaurus Financial
California
$391K +$6.64K +204 +2%
CC
41
Cypress Capital
Tennessee
$362K – – –
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$353K +$353K +10,851 New
CAN
43
Cetera Advisor Networks
California
$334K +$334K +10,249 New
PAG
44
Private Advisor Group
New Jersey
$292K +$292K +8,958 New
TRCT
45
Tower Research Capital (TRC)
New York
$281K +$55.2K +1,689 +24%
CCM
46
Covington Capital Management
California
$275K – – –
AWM
47
Apollon Wealth Management
South Carolina
$254K +$254K +7,781 New
Cerity Partners
48
Cerity Partners
New York
$241K +$521 +16 +0.2%
SWP
49
Stratos Wealth Partners
Ohio
$235K -$2.48M -76,008 -91%
MIM
50
MTM Investment Management
South Carolina
$228K +$228K +7,003 New
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