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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

72 hedge funds and large institutions have $153M invested in First Trust S&P REIT Index Fund in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
25
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.9M
2
Stifel Financial
2
Stifel Financial
Missouri
$7.47M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.24M
4
RA
4
RiverTree Advisors
Florida
$1.76M
5
Ameriprise
5
Ameriprise
Minnesota
$2.09M

Top Sellers

1
IWM
1
IHT Wealth Management
Illinois
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.04M
3
PFA
3
Pinnacle Family Advisors
Missouri
$0
4
Wells Fargo
4
Wells Fargo
California
$4.69M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$655K
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
51
Financial Advocates Investment Management
Washington
$233K +$233K +7,473 New
Cerity Partners
52
Cerity Partners
New York
$226K -$5.41K -173 -2%
MIM
53
MTM Investment Management
South Carolina
$218K – – –
VCM
54
Virtue Capital Management
Tennessee
$217K – – –
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$213K +$213K +6,827 New
SF
56
Synovus Financial
Georgia
$208K -$5.11K -165 -2%
ASN
57
Advisory Services Network
Georgia
$208K +$7.69K +246 +4%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$91K -$588K -18,922 -87%
PFS
59
Prospera Financial Services
Texas
$63K +$63K +2,032 New
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$62K – – –
APA
61
American Portfolios Advisors
New York
$58.6K – – –
MCC
62
Money Concepts Capital
Florida
$56K +$56K +1,800 New
TRCT
63
Tower Research Capital (TRC)
New York
$35K -$237K -7,496 -87%
SPIA
64
Steward Partners Investment Advisory
New York
$33K – – –
Fidelity Investments
65
Fidelity Investments
Massachusetts
$25K +$15.8K +515 +172%
HCP
66
Hexagon Capital Partners
Arkansas
$24K – – –
GRP
67
Global Retirement Partners
California
$18K +$18K +661 New
GWM
68
Geneos Wealth Management
Colorado
$12K – – –
IA
69
IFP Advisors
Florida
$8K +$8K +331 New
SPWG
70
Sage Private Wealth Group
Illinois
$7K +$32 +1 +0.5%
Koshinski Asset Management
71
Koshinski Asset Management
Illinois
$6.24K – – –
LFG
72
Larson Financial Group
Missouri
$1K – – –
IWM
73
IHT Wealth Management
Illinois
– -$14.6M -447,529 Closed
PFA
74
Pinnacle Family Advisors
Missouri
– -$3.27M -100,305 Closed
PA
75
PSI Advisors
Florida
– -$803K -24,637 Closed
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