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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

60 hedge funds and large institutions have $90.6M invested in First Trust S&P REIT Index Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-11
Holders Change %
-15.49%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
17
Reduced
29
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$13.1M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.64M
3
FTUS
Flow Traders U.S.
New York
$1.6M
4
Cerity Partners
Cerity Partners
New York
$397K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.77M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$20.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.06M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$472K
4
AWM
AE Wealth Management
Kansas
$825K
5
Wells Fargo
Wells Fargo
California
$5.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$779K +$361K +15,052 +86%
KNW
27
Kesler Norman & Wride
Utah
$703K +$14.1K +589 +2%
FAIM
28
Financial Advocates Investment Management
Washington
$641K +$213K +8,896 +50%
HighTower Advisors
29
HighTower Advisors
Illinois
$585K -$10.6K -440 -2%
MHS
30
M Holdings Securities
Oregon
$529K – – –
Baird Financial Group
31
Baird Financial Group
Wisconsin
$472K -$1.2M -50,016 -72%
Cerity Partners
32
Cerity Partners
New York
$397K +$397K +16,560 New
BFEC
33
Benjamin F. Edwards & Company
Missouri
$384K +$26.8K +1,116 +7%
JIP
34
Jaffetilchin Investment Partners
Florida
$350K -$414K -17,274 -54%
B
35
Bensler
Washington
$341K -$4.7K -196 -1%
CI
36
CX Institutional
Indiana
$325K +$325K +13,561 New
HIS
37
Harvest Investment Services
Illinois
$324K +$29.6K +1,234 +10%
CA
38
Cetera Advisors
Colorado
$311K -$8.01K -334 -3%
BFA
39
Beacon Financial Advisory
Ohio
$309K -$9.76K -407 -3%
KAS
40
Kestra Advisory Services
Texas
$257K -$108K -4,507 -30%
HI
41
Harbour Investments
Wisconsin
$239K -$299K -12,459 -56%
RW
42
RVW Wealth
California
$232K -$334K -13,915 -59%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$211K -$280K -11,705 -57%
GRP
44
Global Retirement Partners
California
$139K +$20.5K +854 +17%
CF
45
Centaurus Financial
California
$117K -$236K -9,882 -67%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$63K +$63K +2,640 New
PTC
47
Private Trust Company
Ohio
$54K +$54K +2,234 New
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$48K – – –
CA
49
CoreCap Advisors
Michigan
$44.7K +$44.7K +1,864 New
MCC
50
Money Concepts Capital
Florida
$43.2K +$43.2K +1,800 New
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