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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

73 hedge funds and large institutions have $133M invested in First Trust S&P REIT Index Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+7
Holders Change %
+10.61%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
26
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TAM
TCP Asset Management
Ohio
$7.95M
2
Osaic Holdings
Osaic Holdings
Arizona
$5.4M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$15.7M
4
Citadel Advisors
Citadel Advisors
Florida
$1.6M
5
IAA
Independent Advisor Alliance
North Carolina
$1.52M

Top Sellers

1
LPL Financial
LPL Financial
California
$21.5M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.43M
3
UBS Group
UBS Group
Switzerland
$5.77M
4
EH
Equitable Holdings
New York
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$536K
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
51
RVW Wealth
California
$230K – – –
Jones Financial Companies
52
Jones Financial Companies
Missouri
$210K +$202K +7,367 +2,317%
HGERS
53
Householder Group Estate & Retirement Specialist
Arizona
$148K – – –
GRP
54
Global Retirement Partners
California
$116K – – –
GI
55
GAMMA Investing
California
$111K – – –
NA
56
NewEdge Advisors
Louisiana
$86.6K -$11.2K -408 -11%
RFG
57
REAP Financial Group
Texas
$82.5K +$602 +22 +0.7%
AA
58
Ancora Advisors
Ohio
$52.7K +$848 +31 +2%
FP
59
Financial Perspectives
Minnesota
$38.7K – – –
Comerica Bank
60
Comerica Bank
Texas
$33.3K -$3.18K -116 -9%
CA
61
CoreCap Advisors
Michigan
$29.8K -$1.53K -56 -5%
HCP
62
Hexagon Capital Partners
Arkansas
$21K – – –
SPIA
63
Steward Partners Investment Advisory
New York
$14.6K – – –
HI
64
Harbour Investments
Wisconsin
$10.6K -$1.94K -71 -15%
MEG
65
Millstone Evans Group
Colorado
$5.47K +$5.47K +200 New
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$4.74K – – –
AF
67
Allworth Financial
California
$4.19K +$4.19K +150 New
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
Russell Investments Group
69
Russell Investments Group
United Kingdom
$2.38K +$2.38K +87 New
AG
70
AmeriFlex Group
Nevada
$664 +$664 +24 New
MHR
71
Matthew Hamilton Rosenberg
$411 +$411 +15 New
NS
72
NBC Securities
Alabama
$112 -$115K -4,117 -100%
LFG
73
Larson Financial Group
Missouri
$55 – – –
IAIM
74
International Assets Investment Management
Florida
– -$2.73K -80,799 Closed
EH
75
Equitable Holdings
New York
– -$1.41M -47,578 Closed
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