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First Trust S&P REIT Index Fund

73 hedge funds and large institutions have $133M invested in First Trust S&P REIT Index Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+7
Holders Change %
+10.61%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
26
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
26
Bank of America
North Carolina
$688K +$9.47K +346 +1%
BEI
27
Benjamin Edwards Inc
Missouri
$653K -$117K -4,275 -15%
TRCT
28
Tower Research Capital (TRC)
New York
$650K +$639K +23,357 +6,147%
BCA
29
Bay Colony Advisors
Massachusetts
$603K -$64.1K -2,343 -10%
Ameriprise
30
Ameriprise
Minnesota
$576K -$23.5K -860 -4%
CCA
31
Cottonwood Capital Advisors
Utah
$556K -$27.9K -1,019 -5%
HighTower Advisors
32
HighTower Advisors
Illinois
$540K -$231K -8,450 -30%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$536K -$1.1M -40,290 -67%
JIP
34
Jaffetilchin Investment Partners
Florida
$494K +$11.5K +419 +2%
RFWA
35
RPg Family Wealth Advisory
Massachusetts
$488K +$135K +4,926 +38%
IA
36
Inspire Advisors
Idaho
$448K +$448K +16,384 New
Cerity Partners
37
Cerity Partners
New York
$447K +$3.39K +124 +0.8%
KAS
38
Kestra Advisory Services
Texas
$439K +$219K +8,005 +99%
Envestnet Portfolio Solutions
39
Envestnet Portfolio Solutions
Illinois
$426K +$27.1K +990 +7%
HIS
40
Harvest Investment Services
Illinois
$391K +$19.3K +706 +5%
PS
41
Principal Securities
Iowa
$317K +$20.6K +754 +7%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$294K +$39.4K +1,440 +15%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$287K +$287K +10,469 New
SWA
44
Stratos Wealth Advisors
Ohio
$281K +$3.23K +118 +1%
MML Investors Services
45
MML Investors Services
Massachusetts
$278K +$1.23K +45 +0.4%
PTC
46
Private Trust Company
Ohio
$277K -$13.3K -485 -5%
PWP
47
Pursue Wealth Partners
California
$275K
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$251K -$195K -7,130 -44%
PAG
49
Private Advisor Group
New Jersey
$236K +$35.3K +1,290 +18%
AA
50
Armis Advisers
Georgia
$232K +$232K +8,491 New