First Trust S&P REIT Index Fund
FRI
FRI
74 hedge funds and large institutions have $143M invested in First Trust S&P REIT Index Fund in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 12 closing their positions.
Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
32
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
Morgan Stanley
New York
|
$35.8M |
| 2 |
2
LPL Financial
San Diego,
California
|
$26.1M |
| 3 |
3
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.59M |
| 4 |
4
Wells Fargo
San Francisco,
California
|
$6.11M |
| 5 |
OC
5
Oppenheimer & Co
New York
|
$2.2M |
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
76
Truist Financial
Charlotte,
North Carolina
| – | – | -120,500 | Closed |
|
|
SOS
77
Silver Oak Securities
Jackson,
Tennessee
| – | – | -104,508 | Closed |
|
78
Creative Planning
Overland Park,
Kansas
| – | – | -12,632 | Closed |
|
|
CWG
79
Crown Wealth Group
Charlotte,
North Carolina
| – | – | -10,800 | Closed |
|
|
AWM
80
Apollon Wealth Management
Mount Pleasant,
South Carolina
| – | – | -7,787 | Closed |
|
81
Cerity Partners
New York
| – | – | -7,234 | Closed |
|
|
MIM
82
MTM Investment Management
Spartanburg,
South Carolina
| – | – | -7,003 | Closed |
|
|
VCM
83
Virtue Capital Management
Brentwood,
Tennessee
| – | – | -6,964 | Closed |
|
|
SF
84
Synovus Financial
Columbus,
Georgia
| – | – | -6,712 | Closed |
|
|
ASN
85
Advisory Services Network
Atlanta,
Georgia
| – | – | -6,656 | Closed |
|
|
MCC
86
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | – | -1,800 | Closed |
|
87
Koshinski Asset Management
Decatur,
Illinois
| – | – | -200 | Closed |
|