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First Trust S&P REIT Index Fund
FRI

53 hedge funds and large institutions have $236M invested in First Trust S&P REIT Index Fund in 2013 Q2 according to their latest regulatory filings, with 53 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

50.01% more ownership

Funds ownership: 0% → 50.01% (+50%)

Holders
53
Holders Change
+53
Holders Change %
–
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.1%
New
53
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$48.2M +$50.8M +2,583,408 New
Wells Fargo
2
Wells Fargo
California
$33.2M +$35M +1,782,115 New
HA
3
Hays Advisory
Tennessee
$28.9M +$30.5M +1,552,764 New
Goldman Sachs
4
Goldman Sachs
New York
$20.9M +$22M +1,118,632 New
CS
5
Credit Suisse
Switzerland
$15.7M +$16.6M +843,483 New
Bank of America
6
Bank of America
North Carolina
$13.4M +$14.1M +716,896 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$11.5M +$12.1M +615,003 New
HF
8
Hoxton Financial
West Virginia
$8.51M +$8.98M +456,696 New
U
9
UBS
Switzerland
$7.24M +$7.63M +388,179 New
LPL Financial
10
LPL Financial
California
$5.79M +$6.1M +310,406 New
DS
11
DRW Securities
Illinois
$5.53M +$5.83M +296,769 New
VF
12
Virtu Financial
New York
$5.3M +$5.58M +284,018 New
GA
13
Gateway Advisory
New Jersey
$4.67M +$4.92M +250,303 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.18M +$3.35M +170,617 New
HFS
15
HL Financial Services
Kentucky
$2.22M +$2.34M +119,145 New
KCG
16
Knight Capital Group
$2.19M +$2.3M +117,202 New
SNC
17
Stifel Nicolaus & Co
Missouri
$2.11M +$2.23M +113,409 New
RJA
18
Raymond James & Associates
Florida
$1.86M +$1.96M +99,651 New
JP Morgan Chase
19
JP Morgan Chase
New York
$1.77M +$1.87M +95,162 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.69M +$1.78M +90,629 New
Ameriprise
21
Ameriprise
Minnesota
$1.58M +$1.67M +84,853 New
NPC
22
National Planning Corporation
California
$1.24M +$1.31M +66,484 New
AIG
23
American International Group
New York
$1.05M +$1.11M +56,523 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$973K +$1M +50,886 New
IH
25
IFC Holdings
Florida
$926K +$977K +49,680 New
1
2 3

FRI Hedge Fund Activity: Q2 2013 in Review

53 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in First Trust S&P REIT Index Fund (FRI) for Q2 2013, worth a combined $236M.

Buyers outnumbered sellers: 53 funds opened new FRI positions and 0 closed out — a net gain of 53 holders — while 0 added to existing stakes and 0 trimmed.

  • 53 institutional investors held First Trust S&P REIT Index Fund (FRI) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $236M of First Trust S&P REIT Index Fund stock for Q2 2013.
  • 53 funds opened new First Trust S&P REIT Index Fund positions in Q2 2013 and 0 closed out, a net change of +53 holders.

Based on aggregated 13F filings for Q2 2013.