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First Trust S&P REIT Index Fund

66 hedge funds and large institutions have $143M invested in First Trust S&P REIT Index Fund in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+8
Holders Change %
+13.79%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
24
Reduced
22
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$602K +$602K +20,305 New
JIP
27
Jaffetilchin Investment Partners
Florida
$522K +$9.34K +315 +2%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$483K +$216K +7,290 +81%
Cerity Partners
29
Cerity Partners
New York
$481K -$3.23K -109 -0.7%
Envestnet Portfolio Solutions
30
Envestnet Portfolio Solutions
Illinois
$432K +$64K +2,160 +17%
HIS
31
Harvest Investment Services
Illinois
$403K -$8.66K -292 -2%
LMKC
32
L.M. Kohn & Company
Ohio
$400K +$400K +13,500 New
RFWA
33
RPg Family Wealth Advisory
Massachusetts
$383K -$132K -4,449 -26%
MW
34
Maia Wealth
Colorado
$370K +$370K +12,524 New
PS
35
Principal Securities
Iowa
$321K -$29.2K -986 -8%
PTC
36
Private Trust Company
Ohio
$314K +$11.1K +374 +4%
SWA
37
Stratos Wealth Advisors
Ohio
$300K +$741 +25 +0.2%
MML Investors Services
38
MML Investors Services
Massachusetts
$300K -$10.2K -343 -3%
PWP
39
Pursue Wealth Partners
California
$298K
RJA
40
Raymond James & Associates
Florida
$288K +$27.5K +928 +11%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$276K +$276K +9,312 New
RW
42
RVW Wealth
California
$249K -$19.7K -666 -7%
KAS
43
Kestra Advisory Services
Texas
$238K -$60.1K -2,028 -20%
TPWA
44
Twin Peaks Wealth Advisors
California
$219K -$106K -3,589 -33%
PAG
45
Private Advisor Group
New Jersey
$218K +$218K +7,346 New
HGERS
46
Householder Group Estate & Retirement Specialist
Arizona
$160K +$10.8K +364 +7%
GRP
47
Global Retirement Partners
California
$126K
NS
48
NBC Securities
Alabama
$122K +$859 +29 +0.7%
GI
49
GAMMA Investing
California
$121K
NA
50
NewEdge Advisors
Louisiana
$106K -$47.3K -1,596 -31%