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First Trust S&P REIT Index Fund

48 hedge funds and large institutions have $153M invested in First Trust S&P REIT Index Fund in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
-3
Holders Change %
-5.88%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
6
Increased
20
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HA
1
Hays Advisory
Tennessee
$52.7M +$2.19M +94,051 +4%
Morgan Stanley
2
Morgan Stanley
New York
$19.7M +$3.07M +131,767 +18%
Wells Fargo
3
Wells Fargo
California
$18.9M +$3.45M +148,284 +22%
FHA
4
First Horizon Advisors
Tennessee
$9.46M -$1.24M -51,981 -12%
SAM
5
Shamrock Asset Management
Texas
$5.92M +$1.2M +51,558 +25%
Bank of America
6
Bank of America
North Carolina
$5.85M -$6.45M -277,088 -52%
LPL Financial
7
LPL Financial
California
$5.7M -$1.91M -82,603 -25%
RJA
8
Raymond James & Associates
Florida
$4.64M +$2.24M +96,328 +94%
Stifel Financial
9
Stifel Financial
Missouri
$3.74M -$77.1K -3,312 -2%
UBS Group
10
UBS Group
Switzerland
$3.63M +$644K +27,671 +22%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.83M +$1.67M +71,588 +144%
SWP
12
Stratos Wealth Partners
Ohio
$2.51M -$154K -6,601 -6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.29M +$1.63M +69,981 +248%
VAM
14
Visionary Asset Management
Texas
$1.79M -$57.6K -2,474 -3%
RPG
15
Risk Paradigm Group
Texas
$1.56M -$27.4K -1,178 -2%
Creative Planning
16
Creative Planning
Kansas
$1.37M +$153K +6,578 +13%
NPC
17
National Planning Corporation
California
$1.25M +$39K +1,640 +3%
PFS
18
Prospera Financial Services
Texas
$1.24M -$151K -6,502 -11%
Goldman Sachs
19
Goldman Sachs
New York
$1.06M +$349 +15 +0%
WA
20
WESPAC Advisors
California
$1.01M +$1.01M +43,423 New
Jane Street
21
Jane Street
New York
$788K +$788K +33,815 New
Ameriprise
22
Ameriprise
Minnesota
$764K +$110K +4,740 +17%
IH
23
IFC Holdings
Florida
$714K +$48.8K +2,092 +7%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$530K +$164K +7,248 +45%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$498K +$10.3K +442 +2%