First Trust S&P REIT Index Fund
FRI
FRI
58 hedge funds and large institutions have $99M invested in First Trust S&P REIT Index Fund in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 31 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
65% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 31
Holders
58
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$22.2M | |
| 2 | +$420K | |
| 3 | +$253K | |
| 4 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$235K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$211K |
Top Sellers
| 1 | -$5.37M | |
| 2 | -$1.31M | |
| 3 | -$1.25M | |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$979K |
| 5 |
KNW
Kesler Norman & Wride
Ogden,
Utah
|
-$657K |