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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

45 hedge funds and large institutions have $70.4M invested in First Trust S&P REIT Index Fund in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
10
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFA
Pinnacle Family Advisors
Missouri
+$5.47M
2
Morgan Stanley
Morgan Stanley
New York
+$4.75M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.89M
4
MCM
Mainstay Capital Management
Michigan
+$1.49M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.27M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$5M
2
LPL Financial
LPL Financial
California
-$4.53M
3
Wells Fargo
Wells Fargo
California
-$2.65M
4
BCM
Breiter Capital Management
Florida
-$1.75M
5
Jane Street
Jane Street
New York
-$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
51
Advisors Preferred
Maryland
– -$97K -4,155 Closed
SWP
52
Stratos Wealth Partners
Ohio
– -$17K -709 Closed
SPIA
53
Steward Partners Investment Advisory
New York
– -$12K -533 Closed
WEC
54
Winslow Evans & Crocker
Massachusetts
– -$6K -200 Closed
KIG
55
Kessler Investment Group
Indiana
– -$3K -150 Closed
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