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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

69 hedge funds and large institutions have $234M invested in First Trust S&P REIT Index Fund in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+13
Holders Change %
+23.21%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
17
Increased
27
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$23.9M
2
Morgan Stanley
Morgan Stanley
New York
$37.8M
3
Goldman Sachs
Goldman Sachs
New York
$4.98M
4
RJA
Raymond James & Associates
Florida
$12.5M
5
Citadel Advisors
Citadel Advisors
Florida
$1.77M

Top Sellers

1
NA
Navellier & Associates
Nevada
$225K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$444K
3
UBS Group
UBS Group
Switzerland
$3.52M
4
FHA
First Horizon Advisors
Tennessee
$7.79M
5
HA
Hays Advisory
Tennessee
$53.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
51
Advisors Preferred
Maryland
$190K +$129K +5,323 +210%
AG
52
Advisor Group
Arizona
$165K +$16.8K +696 +11%
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$144K +$75.3K +3,104 +109%
WA
54
WFG Advisors
Texas
$102K +$27.4K +1,128 +37%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$97K – – –
MFS
56
MSI Financial Services
Massachusetts
$87K -$65.3K -2,701 -43%
Citigroup
57
Citigroup
New York
$62K +$12.8K +530 +26%
AWMS
58
Advocacy Wealth Management Services
Georgia
$48K – – –
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$38K -$7.59K -314 -17%
GWM
60
Geneos Wealth Management
Colorado
$32K – – –
SF
61
Synovus Financial
Georgia
$29K – – –
NFG
62
Next Financial Group
Texas
$27K +$21.8K +912 +424%
ACM
63
Argentus Capital Management
Texas
$21K +$21K +857 New
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17K – – –
WP
65
WealthPLAN Partners
Nebraska
$14.7K -$17.7K -758 -55%
MWP
66
MYCIO Wealth Partners
Pennsylvania
$10K +$10K +400 New
WEC
67
Winslow Evans & Crocker
Massachusetts
$9.68K – – –
HIIFS
68
Harel Insurance Investments & Financial Services
Israel
$5K +$5K +200 New
CIM
69
Confluence Investment Management
Missouri
– -$242K -9,800 Closed
SG Americas Securities
70
SG Americas Securities
New York
– -$207K -8,400 Closed
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