FRI icon

First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

74 hedge funds and large institutions have $143M invested in First Trust S&P REIT Index Fund in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 12 closing their positions.

Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
32
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.8M
2
LPL Financial
2
LPL Financial
California
$26.1M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.59M
4
Wells Fargo
4
Wells Fargo
California
$6.11M
5
OC
5
Oppenheimer & Co
New York
$2.2M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$0
2
SOS
2
Silver Oak Securities
Tennessee
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$4.72M
4
GIA
4
Gladstone Institutional Advisory
Florida
$631K
5
HIS
5
Harvest Investment Services
Illinois
$497K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$841K +$245K +9,525 +41%
Goldman Sachs
27
Goldman Sachs
New York
$773K +$300K +11,660 +63%
DWMG
28
DB Wealth Management Group
California
$667K +$26 +1 +0%
HighTower Advisors
29
HighTower Advisors
Illinois
$636K +$925 +36 +0.1%
GIA
30
Gladstone Institutional Advisory
Florida
$631K -$610K -23,714 -49%
RW
31
RVW Wealth
California
$600K +$19.4K +755 +3%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$589K +$48K +1,865 +9%
HI
33
Harbour Investments
Wisconsin
$577K +$577K +22,424 New
MHS
34
M Holdings Securities
Oregon
$569K -$32.2K -1,252 -5%
HIS
35
Harvest Investment Services
Illinois
$497K -$466K -18,150 -48%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$493K +$315K +12,090 +177%
CAN
37
Cetera Advisor Networks
California
$428K -$132K -5,147 -24%
FTUS
38
Flow Traders U.S.
New York
$416K -$79.9K -3,106 -16%
KAS
39
Kestra Advisory Services
Texas
$401K +$20.2K +784 +5%
CA
40
Cetera Advisors
Colorado
$397K +$397K +15,429 New
AFP
41
Ausdal Financial Partners
Iowa
$374K -$31.9K -1,238 -8%
B
42
Bensler
Washington
$372K +$824 +32 +0.2%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$361K -$437K -17,006 -55%
ARC
44
Advisor Resource Council
Texas
$356K +$356K +13,831 New
SWP
45
Stratos Wealth Partners
Ohio
$346K +$143K +5,529 +70%
BFA
46
Beacon Financial Advisory
Ohio
$341K +$977 +38 +0.3%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$327K +$327K +12,710 New
PAG
48
Private Advisor Group
New Jersey
$321K -$144K -5,588 -31%
FAIM
49
Financial Advocates Investment Management
Washington
$300K +$107K +4,163 +56%
CC
50
Cypress Capital
Tennessee
$286K – – –
1
2
3 4