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First Trust S&P REIT Index Fund

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
Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
11
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RFWA
26
RPg Family Wealth Advisory
Massachusetts
$449K +$37.5K +1,431 +9%
Goldman Sachs
27
Goldman Sachs
New York
$442K -$168K -6,389 -28%
Cerity Partners
28
Cerity Partners
New York
$420K +$420K +16,006 New
NA
29
NewEdge Advisors
Louisiana
$414K -$64.7K -2,465 -14%
HIS
30
Harvest Investment Services
Illinois
$369K -$5.88K -224 -2%
CA
31
Cetera Advisors
Colorado
$357K +$787 +30 +0.2%
KAS
32
Kestra Advisory Services
Texas
$330K -$165K -6,305 -33%
PS
33
Principal Securities
Iowa
$293K +$293K +11,184 New
Envestnet Portfolio Solutions
34
Envestnet Portfolio Solutions
Illinois
$290K -$54.4K -2,074 -16%
PTC
35
Private Trust Company
Ohio
$278K +$32.2K +1,226 +13%
RJA
36
Raymond James & Associates
Florida
$278K -$463K -17,640 -62%
BFA
37
Beacon Financial Advisory
Ohio
$266K +$341 +13 +0.1%
TPWA
38
Twin Peaks Wealth Advisors
California
$259K +$259K +9,870 New
MML Investors Services
39
MML Investors Services
Massachusetts
$253K +$253K +9,661 New
SWA
40
Stratos Wealth Advisors
Ohio
$235K +$235K +8,972 New
RW
41
RVW Wealth
California
$235K -$10.2K -389 -4%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$223K -$30.5K -1,163 -12%
CAN
43
Cetera Advisor Networks
California
$211K +$211K +8,048 New
HGERS
44
Householder Group Estate & Retirement Specialist
Arizona
$132K
TRCT
45
Tower Research Capital (TRC)
New York
$117K -$582K -22,161 -83%
RFG
46
REAP Financial Group
Texas
$113K +$113K +4,297 New
GRP
47
Global Retirement Partners
California
$110K -$2.59K -100 -2%
NS
48
NBC Securities
Alabama
$107K
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$54.3K -$11.8K -451 -18%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$52.5K