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First Trust S&P REIT Index Fund
FRI

53 hedge funds and large institutions have $236M invested in First Trust S&P REIT Index Fund in 2013 Q2 according to their latest regulatory filings, with 53 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

50.01% more ownership

Funds ownership: 0% → 50.01% (+50%)

Holders
53
Holders Change
+53
Holders Change %
–
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.1%
New
53
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AWMS
51
Advocacy Wealth Management Services
Georgia
$2K +$2.2K +112 New
GI
52
Gradient Investments
Minnesota
$1K +$1.02K +52 New
HI
53
Hudock Inc
Pennsylvania
$1K +$1.2K +61 New
1 2
3

FRI Hedge Fund Activity: Q2 2013 in Review

53 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in First Trust S&P REIT Index Fund (FRI) for Q2 2013, worth a combined $236M.

Buyers outnumbered sellers: 53 funds opened new FRI positions and 0 closed out — a net gain of 53 holders — while 0 added to existing stakes and 0 trimmed.

  • 53 institutional investors held First Trust S&P REIT Index Fund (FRI) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $236M of First Trust S&P REIT Index Fund stock for Q2 2013.
  • 53 funds opened new First Trust S&P REIT Index Fund positions in Q2 2013 and 0 closed out, a net change of +53 holders.

Based on aggregated 13F filings for Q2 2013.