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First Trust S&P REIT Index Fund

60 hedge funds and large institutions have $90.6M invested in First Trust S&P REIT Index Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-11
Holders Change %
-15.49%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
17
Reduced
29
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$25.4K +$120 +5 +0.5%
HCP
52
Hexagon Capital Partners
Arkansas
$18.4K
RBC
53
Romano Brothers & Co
Illinois
$16K +$16K +666 New
NA
54
NewEdge Advisors
Louisiana
$14.8K +$3.64K +3,821 +32%
GWM
55
Geneos Wealth Management
Colorado
$9.59K
NFSG
56
Newbridge Financial Services Group
Florida
$6.6K -$12.2K -510 -65%
ASN
57
Advisory Services Network
Georgia
$4.67K +$4.67K +195 New
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$4K -$15.5K -636 -80%
IA
59
IFP Advisors
Florida
$1K -$54.2K -325 -98%
LFG
60
Larson Financial Group
Missouri
$655
WFA
61
WMG Financial Advisors
Tennessee
-$864K -37,461 Closed
OBWG
62
Onyx Bridge Wealth Group
New York
-$635K -28,482 Closed
DWMG
63
DB Wealth Management Group
California
-$581K -25,219 Closed
CAN
64
Cetera Advisor Networks
California
-$419K -18,196 Closed
AFP
65
Ausdal Financial Partners
Iowa
-$322K -13,993 Closed
PAG
66
Private Advisor Group
New Jersey
-$251K -10,880 Closed
JHP
67
James Hambro & Partners
United Kingdom
-$228K -10,032 Closed
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
-$226K -9,823 Closed
Jane Street
69
Jane Street
New York
-$225K -9,787 Closed
WWM
70
Western Wealth Management
Colorado
-$225K -9,750 Closed
MML Investors Services
71
MML Investors Services
Massachusetts
-$210K -9,109 Closed
HGERS
72
Householder Group Estate & Retirement Specialist
Arizona
-$77K -3,386 Closed
CFGS
73
Concourse Financial Group Securities
Alabama
-$60K -2,594 Closed
AIM
74
Axiom Investment Management
New York
-$28K -1,200 Closed
SPWG
75
Sage Private Wealth Group
Illinois
-$5K -218 Closed