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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

71 hedge funds and large institutions have $105M invested in First Trust S&P REIT Index Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
71
Holders Change
-3
Holders Change %
-4.05%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
27
Reduced
25
Closed
11
Calls
–
Puts
$36K
Net Calls
-$36K
Net Calls Change
-$36K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.58M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$1.61M
3
AWM
3
AE Wealth Management
Kansas
$1.94M
4
KNW
4
Kesler Norman & Wride
Utah
$662K
5
OBWG
5
Onyx Bridge Wealth Group
New York
$635K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$10.4M
2
JIP
2
Jaffetilchin Investment Partners
Florida
$734K
3
Morgan Stanley
3
Morgan Stanley
New York
$29.3M
4
RA
4
RiverTree Advisors
Florida
$0
5
GIA
5
Gladstone Institutional Advisory
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JHP
51
James Hambro & Partners
United Kingdom
$228K +$228K +10,032 New
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$226K -$300K -13,044 -57%
WWM
53
Western Wealth Management
Colorado
$225K – – –
Jane Street
54
Jane Street
New York
$225K +$225K +9,787 New
MML Investors Services
55
MML Investors Services
Massachusetts
$210K +$210K +9,109 New
GRP
56
Global Retirement Partners
California
$119K +$44.9K +1,857 +60%
HGERS
57
Householder Group Estate & Retirement Specialist
Arizona
$77K +$77K +3,386 New
CFGS
58
Concourse Financial Group Securities
Alabama
$60K +$3.56K +154 +6%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$46K – – –
APA
60
American Portfolios Advisors
New York
$43.2K – – –
AIM
61
Axiom Investment Management
New York
$28K +$28K +1,200 New
SPIA
62
Steward Partners Investment Advisory
New York
$24K – – –
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$18K -$2.21K -98 -11%
HCP
64
Hexagon Capital Partners
Arkansas
$18K – – –
NFSG
65
Newbridge Financial Services Group
Florida
$18K – – –
GWM
66
Geneos Wealth Management
Colorado
$9K – – –
IA
67
IFP Advisors
Florida
$8K – – –
SPWG
68
Sage Private Wealth Group
Illinois
$5K +$23 +1 +0.5%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$4K +$1.1K +57 +38%
LFG
70
Larson Financial Group
Missouri
$1K – – –
Simplex Trading
71
Simplex Trading
Illinois
$1K +$1K +76 New
RA
72
RiverTree Advisors
Florida
– -$1.64M -63,859 Closed
GIA
73
Gladstone Institutional Advisory
Florida
– -$631K -24,529 Closed
ARC
74
Advisor Resource Council
Texas
– -$356K -13,831 Closed
SWP
75
Stratos Wealth Partners
Ohio
– -$346K -13,424 Closed
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