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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

56 hedge funds and large institutions have $219M invested in First Trust S&P REIT Index Fund in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+8
Holders Change %
+16.67%
% of All Funds
1.5%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
11
Increased
30
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
Navellier & Associates
Nevada
$15.8M
2
Wells Fargo
2
Wells Fargo
California
$30.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$31M
4
Bank of America
4
Bank of America
North Carolina
$12.7M
5
BTS
5
BB&T Securities
Virginia
$6.26M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$3.57M
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
RPG
3
Risk Paradigm Group
Texas
$746K
4
FHA
4
First Horizon Advisors
Tennessee
$9.11M
5
HA
5
Hays Advisory
Tennessee
$55.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
1
Hays Advisory
Tennessee
$55.2M -$661K -26,768 -1%
Morgan Stanley
2
Morgan Stanley
New York
$31M +$10.1M +409,956 +49%
Wells Fargo
3
Wells Fargo
California
$30.1M +$10.2M +411,621 +51%
NA
4
Navellier & Associates
Nevada
$15.8M +$15.8M +640,174 New
Bank of America
5
Bank of America
North Carolina
$12.7M +$6.54M +264,825 +105%
FHA
6
First Horizon Advisors
Tennessee
$9.11M -$704K -28,548 -7%
RJA
7
Raymond James & Associates
Florida
$8.19M +$3.28M +132,743 +67%
SAM
8
Shamrock Asset Management
Texas
$6.36M +$80.8K +3,274 +1%
BTS
9
BB&T Securities
Virginia
$6.26M +$6.26M +253,731 New
UBS Group
10
UBS Group
Switzerland
$4.69M +$840K +34,019 +22%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.44M +$1.44M +58,395 +48%
Stifel Financial
12
Stifel Financial
Missouri
$4.13M +$175K +7,076 +4%
LPL Financial
13
LPL Financial
California
$3.57M -$2.57M -103,329 -42%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.92M +$493K +19,973 +20%
SWP
15
Stratos Wealth Partners
Ohio
$2.56M -$102K -4,120 -4%
VAM
16
Visionary Asset Management
Texas
$1.86M -$40.9K -1,655 -2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.7M +$1.29M +52,478 +320%
PFS
18
Prospera Financial Services
Texas
$1.64M +$321K +13,003 +24%
Creative Planning
19
Creative Planning
Kansas
$1.48M +$24.6K +996 +2%
NPC
20
National Planning Corporation
California
$1.37M +$38.8K +1,530 +3%
DADC
21
D.A. Davidson & Co
Montana
$1.36M +$1.36M +54,924 New
WA
22
WESPAC Advisors
California
$1.21M +$134K +5,433 +13%
BFEC
23
Benjamin F. Edwards & Company
Missouri
$1.11M +$683K +27,683 +161%
VFS
24
VSR Financial Services
Kansas
$1.05M +$1.05M +42,620 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.01M +$486K +19,714 +92%
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