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First Trust S&P REIT Index Fund

61 hedge funds and large institutions have $80.8M invested in First Trust S&P REIT Index Fund in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
19
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$19.6K +$19.6K +805 New
HCP
52
Hexagon Capital Partners
Arkansas
$18.7K
SS
53
Sunbelt Securities
Texas
$12.2K +$12.2K +515 New
GWM
54
Geneos Wealth Management
Colorado
$9.74K
NFSG
55
Newbridge Financial Services Group
Florida
$6.7K
ASN
56
Advisory Services Network
Georgia
$6.55K +$1.8K +74 +38%
CFGS
57
Concourse Financial Group Securities
Alabama
$5.78K +$5.78K +235 New
AF
58
Allworth Financial
California
$4.64K +$4.64K +190 New
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$4K
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$889 -$2 -101 -0.3%
LFG
61
Larson Financial Group
Missouri
$671 +$24 +1 +4%
FTUS
62
Flow Traders U.S.
New York
-$1.6M -66,541 Closed
OC
63
Oppenheimer & Co
New York
-$1.08M -44,941 Closed
CI
64
CX Institutional
Indiana
-$325K -13,561 Closed
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
-$211K -8,806 Closed
CF
66
Centaurus Financial
California
-$117K -4,898 Closed
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
-$63K -2,640 Closed
MCC
68
Money Concepts Capital
Florida
-$43.2K -1,800 Closed
RBC
69
Romano Brothers & Co
Illinois
-$16K -666 Closed
IA
70
IFP Advisors
Florida
-$1K -6 Closed