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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

74 hedge funds and large institutions have $143M invested in First Trust S&P REIT Index Fund in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 12 closing their positions.

Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
32
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.8M
2
LPL Financial
2
LPL Financial
California
$26.1M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.59M
4
Wells Fargo
4
Wells Fargo
California
$6.11M
5
OC
5
Oppenheimer & Co
New York
$2.2M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$0
2
SOS
2
Silver Oak Securities
Tennessee
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$4.72M
4
GIA
4
Gladstone Institutional Advisory
Florida
$631K
5
HIS
5
Harvest Investment Services
Illinois
$497K
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
51
Covington Capital Management
California
$263K 10,215 +1,791 +21%
WWM
52
Western Wealth Management
Colorado
$250K 9,750 – –
NA
53
NewEdge Advisors
Louisiana
$249K 9,669 +9,669 New
CF
54
Centaurus Financial
California
$247K 9,612 -333 -3%
VAS
55
Vestmark Advisory Solutions
Massachusetts
$244K 9,473 +9,473 New
PPWM
56
Paragon Private Wealth Management
Kentucky
$204K 7,939 +7,939 New
SWM
57
SeaCrest Wealth Management
New York
$95K 3,680 +3,680 New
GRP
58
Global Retirement Partners
California
$79K 3,070 +2,409 +364%
CFGS
59
Concourse Financial Group Securities
Alabama
$63K 2,440 +2,440 New
PFS
60
Prospera Financial Services
Texas
$52K 2,032 – –
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$51K 2,000 – –
APA
62
American Portfolios Advisors
New York
$48.3K 1,877 – –
CA
63
CoreCap Advisors
Michigan
$48K 1,864 +1,864 New
SPIA
64
Steward Partners Investment Advisory
New York
$27K 1,056 – –
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$23K 898 -2,028 -69%
HCP
66
Hexagon Capital Partners
Arkansas
$20K 766 – –
NFSG
67
Newbridge Financial Services Group
Florida
$20K 785 +785 New
GWM
68
Geneos Wealth Management
Colorado
$10K 400 – –
IA
69
IFP Advisors
Florida
$8K 331 – –
AW
70
ACG Wealth
Georgia
$7K 274 +274 New
SPWG
71
Sage Private Wealth Group
Illinois
$6K 217 +1 +0.5%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$4K 150 -665 -82%
HNB
73
Huntington National Bank
Ohio
– – – –
LFG
74
Larson Financial Group
Missouri
$1K 27 – –
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
$1K 54 +54 New
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3
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