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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

71 hedge funds and large institutions have $105M invested in First Trust S&P REIT Index Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
71
Holders Change
-3
Holders Change %
-4.05%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
27
Reduced
25
Closed
11
Calls
–
Puts
$36K
Net Calls
-$36K
Net Calls Change
-$36K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.58M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$1.61M
3
AWM
3
AE Wealth Management
Kansas
$1.94M
4
KNW
4
Kesler Norman & Wride
Utah
$662K
5
OBWG
5
Onyx Bridge Wealth Group
New York
$635K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$10.4M
2
JIP
2
Jaffetilchin Investment Partners
Florida
$734K
3
Morgan Stanley
3
Morgan Stanley
New York
$29.3M
4
RA
4
RiverTree Advisors
Florida
$0
5
GIA
5
Gladstone Institutional Advisory
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JIP
26
Jaffetilchin Investment Partners
Florida
$734K 31,865 -424,275 -93%
KNW
27
Kesler Norman & Wride
Utah
$662K 28,746 +28,746 New
OBWG
28
Onyx Bridge Wealth Group
New York
$635K 28,482 +28,482 New
DWMG
29
DB Wealth Management Group
California
$581K 25,219 -688 -3%
HI
30
Harbour Investments
Wisconsin
$577K 22,424 – –
HighTower Advisors
31
HighTower Advisors
Illinois
$571K 24,831 +66 +0.3%
Goldman Sachs
32
Goldman Sachs
New York
$546K 23,713 -6,321 -21%
RW
33
RVW Wealth
California
$543K 23,586 +281 +1%
VAS
34
Vestmark Advisory Solutions
Massachusetts
$516K 22,382 +12,909 +136%
MHS
35
M Holdings Securities
Oregon
$508K 22,054 -50 -0.2%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$472K 20,511 +1,594 +8%
CAN
37
Cetera Advisor Networks
California
$419K 18,196 +1,549 +9%
FAIM
38
Financial Advocates Investment Management
Washington
$411K 17,846 +6,210 +53%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$402K 17,452 +4,742 +37%
KAS
40
Kestra Advisory Services
Texas
$351K 15,241 -354 -2%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$343K 14,887 +847 +6%
CF
42
Centaurus Financial
California
$340K 14,780 +5,168 +54%
B
43
Bensler
Washington
$332K 14,424 -34 -0.2%
AFP
44
Ausdal Financial Partners
Iowa
$322K 13,993 -540 -4%
CA
45
Cetera Advisors
Colorado
$306K 13,292 -2,137 -14%
BFA
46
Beacon Financial Advisory
Ohio
$306K 13,304 +42 +0.3%
HIS
47
Harvest Investment Services
Illinois
$282K 12,275 -7,065 -37%
NA
48
NewEdge Advisors
Louisiana
$271K 11,768 +2,099 +22%
PAG
49
Private Advisor Group
New Jersey
$251K 10,880 -1,573 -13%
CCM
50
Covington Capital Management
California
$231K 10,013 -202 -2%
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