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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

52 hedge funds and large institutions have $125M invested in First Trust S&P REIT Index Fund in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-2
Holders Change %
-3.7%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
5
Increased
18
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
BB&T Securities
Virginia
$15.6M
2
PFA
Pinnacle Family Advisors
Missouri
$9.89M
3
Wells Fargo
Wells Fargo
California
$25M
4
LPL Financial
LPL Financial
California
$6.51M
5
VF
Virtu Financial
New York
$3.09M

Top Sellers

1
HA
Hays Advisory
Tennessee
$17.4M
2
Morgan Stanley
Morgan Stanley
New York
$10M
3
Bank of America
Bank of America
North Carolina
$6.57M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$349K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$627K
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
51
HL Financial Services
Kentucky
– -$1.31M -56,506 Closed
PAG
52
Private Advisor Group
New Jersey
– -$444K -19,564 Closed
Citadel Advisors
53
Citadel Advisors
Florida
– -$272K -11,705 Closed
NWM
54
Northwest Wealth Management
Iowa
– -$254K -10,917 Closed
VWA
55
V Wealth Advisors
Kansas
– -$71K -3,079 Closed
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