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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

39 hedge funds and large institutions have $89.3M invested in First Trust S&P REIT Index Fund in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
13
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$6.21M
2
VF
2
Virtu Financial
New York
$4.93M
3
FHA
3
First Horizon Advisors
Tennessee
$5.49M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.53M
5
US Bancorp
5
US Bancorp
Minnesota
$526K

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.53M
2
Wells Fargo
2
Wells Fargo
California
$5.91M
3
Morgan Stanley
3
Morgan Stanley
New York
$14.3M
4
HA
4
Hays Advisory
Tennessee
$26.1M
5
NPC
5
National Planning Corporation
California
$732K
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
1
Hays Advisory
Tennessee
$26.1M -$1.06M -60,617 -4%
Morgan Stanley
2
Morgan Stanley
New York
$14.3M -$1.88M -107,258 -12%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.53M +$2.42M +137,944 +47%
CS
4
Credit Suisse
Switzerland
$6.21M +$4.56M +259,745 +276%
Wells Fargo
5
Wells Fargo
California
$5.91M -$3.25M -185,370 -35%
FHA
6
First Horizon Advisors
Tennessee
$5.49M +$2.94M +162,198 +115%
VF
7
Virtu Financial
New York
$4.93M +$3.82M +217,833 +344%
GA
8
Gateway Advisory
New Jersey
$4.68M -$381K -21,721 -8%
Bank of America
9
Bank of America
North Carolina
$2.72M -$22.2K -1,263 -0.8%
Goldman Sachs
10
Goldman Sachs
New York
$2.53M -$9.36M -534,008 -79%
U
11
UBS
Switzerland
$2.2M -$145K -8,262 -6%
LPL Financial
12
LPL Financial
California
$1.46M -$15.2K -865 -1%
SSWM
13
Sheets Smith Wealth Management
North Carolina
$824K -$115K -6,531 -12%
NPC
14
National Planning Corporation
California
$732K -$469K -26,896 -39%
RJA
15
Raymond James & Associates
Florida
$683K +$84.5K +4,813 +14%
US Bancorp
16
US Bancorp
Minnesota
$526K +$526K +30,000 New
Ameriprise
17
Ameriprise
Minnesota
$469K -$87.6K -4,999 -16%
CS
18
Comerica Securities
Michigan
$311K +$311K +17,742 New
PFS
19
Prospera Financial Services
Texas
$308K -$8.23K -470 -3%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$242K +$21.2K +1,211 +10%
FAAS
21
First Allied Advisory Services
California
$195K +$7.73K +440 +4%
VFS
22
VSR Financial Services
Kansas
$190K +$190K +10,828 New
HFS
23
HL Financial Services
Kentucky
$180K +$180K +10,280 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$134K +$107K +6,106 +401%
Creative Planning
25
Creative Planning
Kansas
$100K +$62.8K +3,570 +169%
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