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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

66 hedge funds and large institutions have $122M invested in First Trust S&P REIT Index Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-7
Holders Change %
-9.59%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
5
Increased
18
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AFS
Aft Forsyth & Sober
Florida
+$10.4M
2
BEI
Benjamin Edwards Inc
Missouri
+$3.07M
3
LPL Financial
LPL Financial
California
+$1.77M
4
CI
CX Institutional
Indiana
+$797K
5
Wells Fargo
Wells Fargo
California
+$576K

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$5.24M
2
CA
Crumly & Associates
Illinois
-$3.61M
3
Morgan Stanley
Morgan Stanley
New York
-$2.74M
4
VAS
Vestmark Advisory Solutions
Massachusetts
-$2.73M
5
UBS Group
UBS Group
Switzerland
-$2.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
51
Financial Perspectives
Minnesota
$56.2K +$17.4K +632 +45%
AA
52
Ancora Advisors
Ohio
$53.2K +$220 +8 +0.4%
Comerica Bank
53
Comerica Bank
Texas
$33.4K – – –
CA
54
CoreCap Advisors
Michigan
$28K -$1.95K -71 -7%
AAP
55
Arax Advisory Partners
Colorado
$27.5K +$27.5K +1,000 New
Fidelity Investments
56
Fidelity Investments
Massachusetts
$22.6K +$22.6K +820 New
HCP
57
Hexagon Capital Partners
Arkansas
$21.1K – – –
HI
58
Harbour Investments
Wisconsin
$8.37K -$2.34K -85 -22%
MEG
59
Millstone Evans Group
Colorado
$5.5K – – –
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$4.76K – – –
Russell Investments Group
62
Russell Investments Group
United Kingdom
$1.4K -$990 -36 -41%
AG
63
AmeriFlex Group
Nevada
$660 – – –
MHR
64
Matthew Hamilton Rosenberg
$413 – – –
LFG
65
Larson Financial Group
Missouri
$55 – – –
SS
66
SBI Securities
Japan
$55 +$55 +2 New
VAS
67
Vestmark Advisory Solutions
Massachusetts
– -$2.73M -99,659 Closed
IAA
68
Independent Advisor Alliance
North Carolina
– -$1.52M -55,366 Closed
RAS
69
RPS Advisory Solutions
Kentucky
– -$1.4M -51,206 Closed
RA
70
RiverTree Advisors
Florida
– -$1.08M -39,474 Closed
FTUS
71
Flow Traders U.S.
New York
– -$1.03M -37,507 Closed
RFWA
72
RPg Family Wealth Advisory
Massachusetts
– -$488K -17,835 Closed
Baird Financial Group
73
Baird Financial Group
Wisconsin
– -$294K -10,752 Closed
D.E. Shaw & Co
74
D.E. Shaw & Co
New York
– -$287K -10,469 Closed
SPIA
75
Steward Partners Investment Advisory
New York
– -$14.6K -533 Closed
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