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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

60 hedge funds and large institutions have $90.6M invested in First Trust S&P REIT Index Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-11
Holders Change %
-15.49%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
17
Reduced
29
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$13.1M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.64M
3
FTUS
Flow Traders U.S.
New York
$1.6M
4
Cerity Partners
Cerity Partners
New York
$397K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.77M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$20.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.06M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$472K
4
AWM
AE Wealth Management
Kansas
$825K
5
Wells Fargo
Wells Fargo
California
$5.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
– -$4K -207 Closed
Simplex Trading
77
Simplex Trading
Illinois
– -$1K -76 Closed
1 2 3
4