FRI icon

First Trust S&P REIT Index Fund

55 hedge funds and large institutions have $79.1M invested in First Trust S&P REIT Index Fund in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
-6
Holders Change %
-9.84%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
15
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFEC
26
Benjamin F. Edwards & Company
Missouri
$418K +$20.7K +842 +5%
Cerity Partners
27
Cerity Partners
New York
$396K +$6.03K +245 +2%
Citadel Advisors
28
Citadel Advisors
Florida
$386K -$1.06M -42,960 -73%
NA
29
NewEdge Advisors
Louisiana
$379K -$24.3K -988 -6%
RFWA
30
RPg Family Wealth Advisory
Massachusetts
$337K -$2.04K -83 -0.6%
CA
31
Cetera Advisors
Colorado
$332K +$7.88K +320 +2%
JIP
32
Jaffetilchin Investment Partners
Florida
$326K -$6.1K -248 -2%
HIS
33
Harvest Investment Services
Illinois
$319K -$9.65K -392 -3%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$298K -$914K -37,150 -75%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$289K +$20.5K +835 +8%
TRCT
36
Tower Research Capital (TRC)
New York
$266K -$200K -8,118 -43%
KAS
37
Kestra Advisory Services
Texas
$260K +$20.8K +844 +9%
B
38
Bensler
Washington
$259K -$7.26K -295 -3%
BFA
39
Beacon Financial Advisory
Ohio
$249K -$70K -2,842 -22%
RW
40
RVW Wealth
California
$230K +$2.24K +91 +1%
MML Investors Services
41
MML Investors Services
Massachusetts
$219K +$219K +8,890 New
HI
42
Harbour Investments
Wisconsin
$215K -$8.17K -332 -4%
T
43
TRUADVICE
Florida
$214K -$14.5K -587 -6%
PTC
44
Private Trust Company
Ohio
$200K -$197 -8 -0.1%
GRP
45
Global Retirement Partners
California
$120K -$21K -852 -15%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$113K -$1.39M -56,425 -92%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$49.2K
AA
48
Ancora Advisors
Ohio
$46.4K +$123 +5 +0.3%
SPIA
49
Steward Partners Investment Advisory
New York
$26.4K +$197 +8 +0.8%
HCP
50
Hexagon Capital Partners
Arkansas
$18.9K