FRI icon

First Trust S&P REIT Index Fund

66 hedge funds and large institutions have $122M invested in First Trust S&P REIT Index Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-7
Holders Change %
-9.59%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
5
Increased
18
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cerity Partners
26
Cerity Partners
New York
$451K +$935 +34 +0.2%
IA
27
Inspire Advisors
Idaho
$415K -$36.2K -1,316 -8%
TRCT
28
Tower Research Capital (TRC)
New York
$410K -$243K -8,827 -37%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$402K -$509K -18,513 -56%
HIS
30
Harvest Investment Services
Illinois
$392K -$1.54K -56 -0.4%
CA
31
Crumly & Associates
Illinois
$383K -$3.61M -131,405 -90%
VF
32
Virtu Financial
New York
$379K -$350K -12,727 -48%
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
$360K -$68.1K -2,475 -16%
PS
34
Principal Securities
Iowa
$317K
SWA
35
Stratos Wealth Advisors
Ohio
$283K +$880 +32 +0.3%
PTC
36
Private Trust Company
Ohio
$278K
PWP
37
Pursue Wealth Partners
California
$277K
MML Investors Services
38
MML Investors Services
Massachusetts
$275K -$5.15K -187 -2%
PAG
39
Private Advisor Group
New Jersey
$244K +$6.77K +246 +3%
RW
40
RVW Wealth
California
$231K
Jones Financial Companies
41
Jones Financial Companies
Missouri
$226K +$16.6K +612 +8%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$218K -$5.24M -190,333 -96%
KAS
43
Kestra Advisory Services
Texas
$207K -$234K -8,511 -53%
AA
44
Armis Advisers
Georgia
$203K -$30.3K -1,101 -13%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$202K -$49.6K -1,806 -20%
NS
46
NBC Securities
Alabama
$113K +$113K +4,117 +102,925%
GI
47
GAMMA Investing
California
$112K
RFG
48
REAP Financial Group
Texas
$68.1K -$14.8K -539 -18%
NA
49
NewEdge Advisors
Louisiana
$63.7K -$23.3K -847 -27%
GWSG
50
GPS Wealth Strategies Group
Colorado
$57.5K +$57.5K +2,089 New