First Trust S&P REIT Index Fund
FRI
FRI
56 hedge funds and large institutions have $282M invested in First Trust S&P REIT Index Fund in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
1.49%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
11
Increased
23
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$77.6M |
| 2 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$33.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$11.6M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.78M |
| 5 |
Goldman Sachs
New York
|
+$2.56M |
Top Sellers
| 1 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
-$5.15M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$3.12M |
| 3 |
FHA
First Horizon Advisors
Memphis,
Tennessee
|
-$2.4M |
| 4 |
SG Americas Securities
New York
|
-$1.68M |
| 5 |
VF
Virtu Financial
New York
|
-$1.49M |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
51
Barclays
London,
United Kingdom
| $12K | – | – | – |
|
52
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $11K | +$11K | +500 | New |
|
53
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $6K | – | – | – |
|
|
GI
54
Gradient Investments
Arden Hills,
Minnesota
| $4K | +$4K | +159 | New |
|
55
AllianceBernstein
Nashville,
Tennessee
| $1K | – | – | – |
|
|
VKH
56
Virtu KCG Holdings
New York
| – | -$3.12M | -158,817 | Closed |
|
|
57
SG Americas Securities
New York
| – | -$1.68M | -85,556 | Closed |
|
|
VFS
58
VSR Financial Services
Overland Park,
Kansas
| – | -$929K | -47,243 | Closed |
|
|
PAG
59
Private Advisor Group
Morristown,
New Jersey
| – | -$215K | -10,956 | Closed |
|
|
TIM
60
Tortoise Investment Management
White Plains,
New York
| – | -$11K | -581 | Closed |
|
|
NFG
61
Next Financial Group
Houston,
Texas
| – | -$7K | -340 | Closed |
|
|
HI
62
Hudock Inc
Williamsport,
Pennsylvania
| – | -$1K | -61 | Closed |
|