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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

71 hedge funds and large institutions have $105M invested in First Trust S&P REIT Index Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
-3
Holders Change %
-4.05%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
27
Reduced
25
Closed
11
Calls
–
Puts
$36K
Net Calls
-$36K
Net Calls Change
-$36K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.58M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$1.61M
3
AWM
3
AE Wealth Management
Kansas
$1.94M
4
KNW
4
Kesler Norman & Wride
Utah
$662K
5
OBWG
5
Onyx Bridge Wealth Group
New York
$635K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$10.4M
2
JIP
2
Jaffetilchin Investment Partners
Florida
$734K
3
Morgan Stanley
3
Morgan Stanley
New York
$29.3M
4
RA
4
RiverTree Advisors
Florida
$0
5
GIA
5
Gladstone Institutional Advisory
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
76
Cypress Capital
Tennessee
– -$286K -11,111 Closed
PPWM
77
Paragon Private Wealth Management
Kentucky
– -$204K -7,939 Closed
SWM
78
SeaCrest Wealth Management
New York
– -$95K -3,680 Closed
PFS
79
Prospera Financial Services
Texas
– -$52K -2,032 Closed
CA
80
CoreCap Advisors
Michigan
– -$48K -1,864 Closed
AW
81
ACG Wealth
Georgia
– -$7K -274 Closed
PFGIA
82
Patriot Financial Group Insurance Agency
Massachusetts
– -$1K -54 Closed
HNB
83
Huntington National Bank
Ohio
– -$2K – –
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