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First Trust S&P REIT Index Fund

59 hedge funds and large institutions have $78.4M invested in First Trust S&P REIT Index Fund in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+4
Holders Change %
+7.27%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
21
Reduced
19
Closed
5
Calls
$315K
Puts
$2K
Net Calls
+$313K
Net Calls Change
+$313K
Name Holding Trade Value Shares
Change
Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$531K +$62.2K +2,722 +13%
MHS
27
M Holdings Securities
Oregon
$504K
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$492K -$198K -8,686 -29%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$488K +$219K +9,586 +82%
KAS
30
Kestra Advisory Services
Texas
$431K +$190K +8,331 +79%
NA
31
NewEdge Advisors
Louisiana
$417K +$65.7K +2,876 +19%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$373K -$14.6K -639 -4%
RFWA
33
RPg Family Wealth Advisory
Massachusetts
$358K +$44.6K +1,952 +14%
HIS
34
Harvest Investment Services
Illinois
$327K +$30.6K +1,337 +10%
CA
35
Cetera Advisors
Colorado
$310K +$1.92K +84 +0.6%
JIP
36
Jaffetilchin Investment Partners
Florida
$303K
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$300K +$300K +13,123 New
BFA
38
Beacon Financial Advisory
Ohio
$231K
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$221K +$221K +9,663 New
PTC
40
Private Trust Company
Ohio
$214K +$28.8K +1,260 +16%
RW
41
RVW Wealth
California
$214K +$480 +21 +0.2%
DC
42
Davenport & Co
Virginia
$209K +$209K +9,126 New
B
43
Bensler
Washington
$200K -$40.5K -1,771 -17%
HI
44
Harbour Investments
Wisconsin
$185K -$14.8K -646 -7%
HGERS
45
Householder Group Estate & Retirement Specialist
Arizona
$115K +$115K +5,046 New
GRP
46
Global Retirement Partners
California
$97.2K -$12.1K -540 -11%
NS
47
NBC Securities
Alabama
$93K +$93K +4,092 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$57.6K -$47K -2,059 -45%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$45.7K
AA
50
Ancora Advisors
Ohio
$43K