First Trust S&P REIT Index Fund
FRI
FRI
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
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
less capital invested
Capital invested by funds: $ → $
less funds holding
Funds holding: →
41% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 29
53% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 17
Holders
60
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$2.28M | |
| 2 | +$959K | |
| 3 | +$559K | |
| 4 |
Cerity Partners
New York
|
+$398K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$378K |
Top Sellers
| 1 | -$9.58M | |
| 2 | -$2.6M | |
| 3 | -$1.2M | |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.19M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$896K |