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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

68 hedge funds and large institutions have $164M invested in First Trust S&P REIT Index Fund in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+10
Holders Change %
+17.24%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
21
Increased
27
Reduced
12
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWM
IHT Wealth Management
Illinois
$14.6M
2
AFS
Aft Forsyth & Sober
Florida
$7.09M
3
Morgan Stanley
Morgan Stanley
New York
$26.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.25M
5
GIA
Gladstone Institutional Advisory
Florida
$1.81M

Top Sellers

1
SMF
Sterling Manor Financial
New York
$0
2
Truist Financial
Truist Financial
North Carolina
$3.49M
3
SPC
Sigma Planning Corp
Michigan
$0
4
SWP
Stratos Wealth Partners
Ohio
$235K
5
Ameriprise
Ameriprise
Minnesota
$623K
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
51
Virtue Capital Management
Tennessee
$227K +$227K +6,964 New
SF
52
Synovus Financial
Georgia
$225K +$225K +6,877 New
ASN
53
Advisory Services Network
Georgia
$209K +$209K +6,410 New
IAIM
54
International Assets Investment Management
Florida
$203K +$203K +6,228 New
CA
55
CoreCap Advisors
Michigan
$85K +$85K +2,601 New
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$65K – – –
APA
57
American Portfolios Advisors
New York
$61.2K +$18.9K +580 +45%
SPIA
58
Steward Partners Investment Advisory
New York
$34K – – –
HCP
59
Hexagon Capital Partners
Arkansas
$25K – – –
SC
60
Stephens Consulting
Michigan
$24.8K +$24.8K +760 New
CFGS
61
Concourse Financial Group Securities
Alabama
$22K -$8.14K -249 -27%
GWM
62
Geneos Wealth Management
Colorado
$13K – – –
Fidelity Investments
63
Fidelity Investments
Massachusetts
$10K +$10K +300 New
SCA
64
Snowden Capital Advisors
New York
$8K +$8K +272 New
SPWG
65
Sage Private Wealth Group
Illinois
$7K +$33 +1 +0.5%
Koshinski Asset Management
66
Koshinski Asset Management
Illinois
$6.52K – – –
NFG
67
Next Financial Group
Texas
$2K – – –
LFG
68
Larson Financial Group
Missouri
$1K +$111 +3 +13%
SMF
69
Sterling Manor Financial
New York
– -$4.33M -153,034 Closed
SPC
70
Sigma Planning Corp
Michigan
– -$2.54M -89,943 Closed
Citadel Advisors
71
Citadel Advisors
Florida
– -$643K -22,724 Closed
HR
72
Hayden Royal
North Carolina
– -$586K -20,709 Closed
Goldman Sachs
73
Goldman Sachs
New York
– -$375K -13,276 Closed
Jane Street
74
Jane Street
New York
– -$279K -9,849 Closed
FEG
75
Financial Enhancement Group
Indiana
– -$246K -8,690 Closed
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