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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

68 hedge funds and large institutions have $164M invested in First Trust S&P REIT Index Fund in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+10
Holders Change %
+17.24%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
21
Increased
27
Reduced
12
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWM
IHT Wealth Management
Illinois
$14.6M
2
AFS
Aft Forsyth & Sober
Florida
$7.09M
3
Morgan Stanley
Morgan Stanley
New York
$26.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.25M
5
GIA
Gladstone Institutional Advisory
Florida
$1.81M

Top Sellers

1
SMF
Sterling Manor Financial
New York
$0
2
Truist Financial
Truist Financial
North Carolina
$3.49M
3
SPC
Sigma Planning Corp
Michigan
$0
4
SWP
Stratos Wealth Partners
Ohio
$235K
5
Ameriprise
Ameriprise
Minnesota
$623K
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
76
Harbour Investments
Wisconsin
– -$46K -1,623 Closed
Barclays
77
Barclays
United Kingdom
– -$33K -1,157 Closed
AWA
78
Arkadios Wealth Advisors
Georgia
– -$17K -606 Closed
AFG
79
Albion Financial Group
Utah
– -$4K -133 Closed
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