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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

72 hedge funds and large institutions have $153M invested in First Trust S&P REIT Index Fund in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
25
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.9M
2
Stifel Financial
2
Stifel Financial
Missouri
$7.47M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.24M
4
RA
4
RiverTree Advisors
Florida
$1.76M
5
Ameriprise
5
Ameriprise
Minnesota
$2.09M

Top Sellers

1
IWM
1
IHT Wealth Management
Illinois
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.04M
3
PFA
3
Pinnacle Family Advisors
Missouri
$0
4
Wells Fargo
4
Wells Fargo
California
$4.69M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$655K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
26
Benjamin F. Edwards & Company
Missouri
$969K -$1.14M -36,618 -54%
DWMG
27
DB Wealth Management Group
California
$808K +$41.5K +1,332 +5%
HighTower Advisors
28
HighTower Advisors
Illinois
$772K -$1.06K -34 -0.1%
MHS
29
M Holdings Securities
Oregon
$729K +$729K +23,356 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$722K +$384K +12,315 +113%
RW
31
RVW Wealth
California
$704K +$19.6K +627 +3%
CAN
32
Cetera Advisor Networks
California
$680K +$360K +11,545 +113%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$678K +$59.6K +1,910 +10%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$655K -$2.16M -69,210 -77%
FTUS
35
Flow Traders U.S.
New York
$602K +$602K +19,286 New
Goldman Sachs
36
Goldman Sachs
New York
$573K +$573K +18,374 New
PAG
37
Private Advisor Group
New Jersey
$563K +$283K +9,083 +101%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$513K -$1.28M -40,952 -71%
AFP
39
Ausdal Financial Partners
Iowa
$492K -$10.1K -323 -2%
KAS
40
Kestra Advisory Services
Texas
$462K -$28K -897 -6%
B
41
Bensler
Washington
$450K +$450K +14,426 New
BFA
42
Beacon Financial Advisory
Ohio
$413K +$656 +21 +0.2%
Creative Planning
43
Creative Planning
Kansas
$394K -$169K -5,424 -30%
CC
44
Cypress Capital
Tennessee
$347K – – –
CWG
45
Crown Wealth Group
North Carolina
$337K +$337K +10,800 New
CF
46
Centaurus Financial
California
$310K -$64.2K -2,060 -17%
WWM
47
Western Wealth Management
Colorado
$304K +$304K +9,750 New
CCM
48
Covington Capital Management
California
$263K – – –
SWP
49
Stratos Wealth Partners
Ohio
$246K +$21.7K +695 +10%
AWM
50
Apollon Wealth Management
South Carolina
$243K +$187 +6 +0.1%
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