First Trust S&P REIT Index Fund
FRI
69 hedge funds and large institutions have $165M invested in First Trust S&P REIT Index Fund in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 11 closing their positions.
125% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 12
100% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 11
32% more capital invested
Capital invested by funds: $124M → $165M (+$40.2M)
19% more funds holding
Funds holding: 58 → 69 (+11)
12.47% more ownership
Funds ownership: 60.3% → 72.77% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$13.7M |
| 2 |
AFS
Aft Forsyth & Sober
Valrico,
Florida
|
+$5.45M |
| 3 |
Morgan Stanley
New York
|
+$2.67M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.03M |
| 5 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$1.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMF
Sterling Manor Financial
Saratoga Springs,
New York
|
-$4.33M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$3.56M |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$2.54M |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$2.33M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$802K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FEG
76
Financial Enhancement Group
Anderson,
Indiana
| – | -$246K | -8,690 | Closed |
|
|
HI
77
Harbour Investments
Madison,
Wisconsin
| – | -$46K | -1,623 | Closed |
|
78
Barclays
London,
United Kingdom
| – | -$33K | -1,157 | Closed |
|
|
AWA
79
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$17K | -606 | Closed |
|
|
AFG
80
Albion Financial Group
Salt Lake City,
Utah
| – | -$4K | -133 | Closed |
|
FRI Hedge Fund Activity: Q4 2021 in Review
69 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust S&P REIT Index Fund (FRI) for Q4 2021, worth a combined $165M — up 32% from $124M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new FRI positions and 11 closed out — a net gain of 11 holders — while 27 added to existing stakes and 12 trimmed.
The largest buyer was IHT Wealth Management, opening a new position worth an estimated $13.7M. The largest seller was Sterling Manor Financial, exiting entirely with an estimated $4.33M sold.
- 69 institutional investors held First Trust S&P REIT Index Fund (FRI) as of Q4 2021, up from 58 in Q3 2021.
- Funds reported $165M of First Trust S&P REIT Index Fund stock for Q4 2021, up 32% quarter-over-quarter.
- 22 funds opened new First Trust S&P REIT Index Fund positions in Q4 2021 and 11 closed out, a net change of +11 holders.
- The largest First Trust S&P REIT Index Fund buyer in Q4 2021 was IHT Wealth Management, an estimated $13.7M added.
- The largest First Trust S&P REIT Index Fund seller in Q4 2021 was Sterling Manor Financial, an estimated $4.33M sold.
Based on aggregated 13F filings for Q4 2021.