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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

73 hedge funds and large institutions have $133M invested in First Trust S&P REIT Index Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+7
Holders Change %
+10.61%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
26
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TAM
TCP Asset Management
Ohio
$7.95M
2
Osaic Holdings
Osaic Holdings
Arizona
$5.4M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$15.7M
4
Citadel Advisors
Citadel Advisors
Florida
$1.6M
5
IAA
Independent Advisor Alliance
North Carolina
$1.52M

Top Sellers

1
LPL Financial
LPL Financial
California
$21.5M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.43M
3
UBS Group
UBS Group
Switzerland
$5.77M
4
EH
Equitable Holdings
New York
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$536K
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
76
Goldman Sachs
New York
– -$602K -20,305 Closed
LMKC
77
L.M. Kohn & Company
Ohio
– -$400K -13,500 Closed
TPWA
78
Twin Peaks Wealth Advisors
California
– -$219K -7,381 Closed
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
– -$15.5K -523 Closed
Fidelity Investments
80
Fidelity Investments
Massachusetts
– -$8.45K -285 Closed
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