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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

51 hedge funds and large institutions have $144M invested in First Trust S&P REIT Index Fund in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 2 closing their positions.

Holders
51
Holders Change
+8
Holders Change %
+18.6%
% of All Funds
1.34%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
10
Increased
18
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$11.7M
2
LPL Financial
2
LPL Financial
California
$7.33M
3
Morgan Stanley
3
Morgan Stanley
New York
$15.7M
4
SWP
4
Stratos Wealth Partners
Ohio
$2.53M
5
CAN
5
Cetera Advisor Networks
California
$1.56M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.78M
3
FHA
3
First Horizon Advisors
Tennessee
$9.93M
4
CS
4
Credit Suisse
Switzerland
$1.19M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HA
1
Hays Advisory
Tennessee
$47.9M 2,169,667 +30,182 +1%
Morgan Stanley
2
Morgan Stanley
New York
$15.7M 713,104 +119,710 +20%
Wells Fargo
3
Wells Fargo
California
$14.6M 661,294 +32,307 +5%
Bank of America
4
Bank of America
North Carolina
$11.7M 528,454 +394,213 +294%
FHA
5
First Horizon Advisors
Tennessee
$9.93M 449,837 -72,732 -14%
LPL Financial
6
LPL Financial
California
$7.33M 329,787 +233,589 +243%
SAM
7
Shamrock Asset Management
Texas
$4.48M 202,700 -12,499 -6%
Stifel Financial
8
Stifel Financial
Missouri
$3.62M 163,703 +22,157 +16%
UBS Group
9
UBS Group
Switzerland
$2.83M 128,152 +58,543 +84%
SWP
10
Stratos Wealth Partners
Ohio
$2.53M 114,432 +114,432 New
RJA
11
Raymond James & Associates
Florida
$2.27M 102,857 +65,084 +172%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.78M 80,484 -187,161 -70%
VAM
13
Visionary Asset Management
Texas
$1.75M 79,382 -5,166 -6%
CAN
14
Cetera Advisor Networks
California
$1.56M 70,562 +70,562 New
RPG
15
Risk Paradigm Group
Texas
$1.5M 68,144 +68,144 New
VF
16
Virtu Financial
New York
$1.47M 66,740 +31,940 +92%
PFS
17
Prospera Financial Services
Texas
$1.32M 59,806 +2,769 +5%
CS
18
Credit Suisse
Switzerland
$1.19M 53,978 -69,378 -56%
Creative Planning
19
Creative Planning
Kansas
$1.15M 52,268 +1,020 +2%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.1M 49,708 +22,076 +80%
NPC
21
National Planning Corporation
California
$1.06M 50,881 -2,154 -4%
Goldman Sachs
22
Goldman Sachs
New York
$1M 45,366 -1,013,085 -96%
IH
23
IFC Holdings
Florida
$638K 28,523 +28,523 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$623K 28,192 +23,993 +571%
Ameriprise
25
Ameriprise
Minnesota
$620K 28,078 -1,184 -4%
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