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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

61 hedge funds and large institutions have $80.8M invested in First Trust S&P REIT Index Fund in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
19
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$2.25M
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$720K
3
VAS
Vestmark Advisory Solutions
Massachusetts
+$387K
4
RFWA
RPg Family Wealth Advisory
Massachusetts
+$336K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$266K

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$3.1M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.35M
3
Wells Fargo
Wells Fargo
California
-$2.21M
4
Morgan Stanley
Morgan Stanley
New York
-$1.97M
5
FTUS
Flow Traders U.S.
New York
-$1.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$597K +$2.54K +104 +0.4%
MHS
27
M Holdings Securities
Oregon
$537K – – –
TRCT
28
Tower Research Capital (TRC)
New York
$461K -$381K -15,622 -45%
NA
29
NewEdge Advisors
Louisiana
$399K +$19K +779 +5%
BFEC
30
Benjamin F. Edwards & Company
Missouri
$393K +$2.9K +119 +0.7%
Cerity Partners
31
Cerity Partners
New York
$386K -$17.7K -727 -4%
RFWA
32
RPg Family Wealth Advisory
Massachusetts
$336K +$336K +13,795 New
JIP
33
Jaffetilchin Investment Partners
Florida
$329K -$26.5K -1,088 -7%
HIS
34
Harvest Investment Services
Illinois
$325K -$3.99K -164 -1%
CA
35
Cetera Advisors
Colorado
$320K +$4.75K +195 +2%
BFA
36
Beacon Financial Advisory
Ohio
$316K +$1.68K +69 +0.5%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$266K +$266K +10,926 New
B
38
Bensler
Washington
$264K -$82.9K -3,404 -24%
KAS
39
Kestra Advisory Services
Texas
$236K -$25.1K -1,029 -10%
T
40
TRUADVICE
Florida
$227K +$227K +9,258 New
RW
41
RVW Wealth
California
$225K -$10.4K -429 -4%
PAG
42
Private Advisor Group
New Jersey
$223K +$223K +9,163 New
HI
43
Harbour Investments
Wisconsin
$221K -$21.6K -886 -9%
DC
44
Davenport & Co
Virginia
$206K +$206K +8,469 New
PTC
45
Private Trust Company
Ohio
$198K +$144K +5,900 +264%
GRP
46
Global Retirement Partners
California
$138K -$838 -35 -0.6%
HGERS
47
Householder Group Estate & Retirement Specialist
Arizona
$67K +$67K +2,756 New
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$48.7K – – –
AA
49
Ancora Advisors
Ohio
$45.7K +$45.7K +1,878 New
SPIA
50
Steward Partners Investment Advisory
New York
$26K +$122 +5 +0.5%
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