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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

58 hedge funds and large institutions have $75.4M invested in First Trust S&P REIT Index Fund in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-4
Holders Change %
-6.45%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
24
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$20.9M
2
AWM
AE Wealth Management
Kansas
$1.9M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.93M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.41M
5
LPL Financial
LPL Financial
California
$18M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$3.71M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$0
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
HIC
Hartline Investment Corp
Illinois
$0
5
Stifel Financial
Stifel Financial
Missouri
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIS
26
Harvest Investment Services
Illinois
$357K -$5.39K -210 -1%
Envestnet Portfolio Solutions
27
Envestnet Portfolio Solutions
Illinois
$319K -$4.75K -185 -1%
PS
28
Principal Securities
Iowa
$304K +$2.95K +115 +1%
TPWA
29
Twin Peaks Wealth Advisors
California
$282K +$35.9K +1,400 +15%
MML Investors Services
30
MML Investors Services
Massachusetts
$269K +$14.6K +569 +6%
PTC
31
Private Trust Company
Ohio
$263K – – –
SWA
32
Stratos Wealth Advisors
Ohio
$260K -$3K -117 -1%
KAS
33
Kestra Advisory Services
Texas
$259K -$5.85K -228 -2%
PWP
34
Pursue Wealth Partners
California
$258K – – –
RW
35
RVW Wealth
California
$233K +$2.57K +100 +1%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$231K -$103 -4 -0%
RJA
37
Raymond James & Associates
Florida
$226K -$20.1K -783 -8%
NA
38
NewEdge Advisors
Louisiana
$133K -$41K -1,596 -24%
HGERS
39
Householder Group Estate & Retirement Specialist
Arizona
$129K – – –
RFA
40
Register Financial Advisors
Georgia
$116K -$3.54K -138 -3%
GRP
41
Global Retirement Partners
California
$109K – – –
NS
42
NBC Securities
Alabama
$105K – – –
TRCT
43
Tower Research Capital (TRC)
New York
$105K +$67.2K +2,617 +179%
GI
44
GAMMA Investing
California
$104K +$104K +4,069 New
RFG
45
REAP Financial Group
Texas
$97.1K -$17.3K -675 -15%
IAIM
46
International Assets Investment Management
Florida
$70K +$70K +2,726 New
AA
47
Ancora Advisors
Ohio
$48.6K +$103 +4 +0.2%
CA
48
CoreCap Advisors
Michigan
$37.2K -$1.69K -66 -4%
Comerica Bank
49
Comerica Bank
Texas
$36.3K +$5.8K +226 +19%
FP
50
Financial Perspectives
Minnesota
$36.2K +$36.2K +1,411 New
1
2
3