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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

37 hedge funds and large institutions have $94.2M invested in First Trust S&P REIT Index Fund in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 21 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
-16
Holders Change %
-30.19%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
3
Increased
7
Reduced
21
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FHA
First Horizon Advisors
Tennessee
$2.51M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.2M
3
GA
Gateway Advisory
New Jersey
$5.15M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$225K
5
SSWM
Sheets Smith Wealth Management
North Carolina
$1.14M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$16.4M
2
Wells Fargo
Wells Fargo
California
$9.33M
3
CS
Credit Suisse
Switzerland
$1.68M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$229K
5
Bank of America
Bank of America
North Carolina
$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
51
Suntrust Banks
Georgia
– -$227K -12,195 Closed
BFEC
52
Benjamin F. Edwards & Company
Missouri
– -$46K -2,473 Closed
Nomura Holdings
53
Nomura Holdings
Japan
– -$32K -1,743 Closed
MFS
54
MSI Financial Services
Massachusetts
– -$12K -623 Closed
GI
55
Gradient Investments
Minnesota
– -$1K -52 Closed
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