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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

48 hedge funds and large institutions have $55.7M invested in First Trust S&P REIT Index Fund in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
-3
Holders Change %
-5.88%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
10
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$5M
2
PCM
Peak Capital Management
Colorado
+$4.11M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.09M
4
Bank of America
Bank of America
North Carolina
+$1.97M
5
BCM
Breiter Capital Management
Florida
+$1.2M

Top Sellers

1
HA
Hays Advisory
Tennessee
-$9M
2
Wells Fargo
Wells Fargo
California
-$3.98M
3
Morgan Stanley
Morgan Stanley
New York
-$2.41M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.86M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFGK
51
Keystone Financial Group (Kentucky)
Kentucky
– -$259K -12,346 Closed
RJA
52
Raymond James & Associates
Florida
– -$230K -10,787 Closed
M&T Bank
53
M&T Bank
New York
– -$206K -9,684 Closed
SWP
54
Stratos Wealth Partners
Ohio
– -$120K -5,627 Closed
IWM
55
IHT Wealth Management
Illinois
– -$19K -900 Closed
RPG
56
Risk Paradigm Group
Texas
– -$18K -843 Closed
GWM
57
Geneos Wealth Management
Colorado
– -$8K -400 Closed
Deutsche Bank
58
Deutsche Bank
Germany
– -$6K -316 Closed
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
– -$1K -27 Closed
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