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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

69 hedge funds and large institutions have $234M invested in First Trust S&P REIT Index Fund in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+13
Holders Change %
+23.21%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
17
Increased
27
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$23.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$37.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$4.98M
4
RJA
4
Raymond James & Associates
Florida
$12.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.77M

Top Sellers

1
NA
1
Navellier & Associates
Nevada
$225K
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$444K
3
UBS Group
3
UBS Group
Switzerland
$3.52M
4
FHA
4
First Horizon Advisors
Tennessee
$7.79M
5
HA
5
Hays Advisory
Tennessee
$53.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
1
Hays Advisory
Tennessee
$53.4M -$763K -31,533 -1%
Morgan Stanley
2
Morgan Stanley
New York
$37.8M +$7.4M +305,740 +24%
Wells Fargo
3
Wells Fargo
California
$29M -$615K -25,386 -2%
Bank of America
4
Bank of America
North Carolina
$23.9M +$11.4M +470,282 +91%
RJA
5
Raymond James & Associates
Florida
$12.5M +$4.5M +185,817 +56%
FHA
6
First Horizon Advisors
Tennessee
$7.79M -$874K -37,268 -10%
SAM
7
Shamrock Asset Management
Texas
$6.38M +$141K +5,806 +2%
BTS
8
BB&T Securities
Virginia
$6.32M +$178K +7,344 +3%
Goldman Sachs
9
Goldman Sachs
New York
$4.98M +$4.98M +205,492 New
Stifel Financial
10
Stifel Financial
Missouri
$4.14M +$84K +3,466 +2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.01M -$345K -14,250 -8%
UBS Group
12
UBS Group
Switzerland
$3.52M -$1.08M -44,474 -23%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.49M +$632K +26,105 +22%
LPL Financial
14
LPL Financial
California
$3.28M -$84.3K -3,601 -3%
DADC
15
D.A. Davidson & Co
Montana
$2.66M +$1.33M +54,813 +100%
SWP
16
Stratos Wealth Partners
Ohio
$2.5M -$7.5K -310 -0.3%
PFS
17
Prospera Financial Services
Texas
$2.49M +$879K +36,318 +55%
IH
18
IFC Holdings
Florida
$2M +$1.2M +49,715 +152%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.81M +$1.11M +45,986 +160%
Citadel Advisors
20
Citadel Advisors
Florida
$1.77M +$1.77M +73,000 New
VAM
21
Visionary Asset Management
Texas
$1.76M -$61.8K -2,553 -3%
Ameriprise
22
Ameriprise
Minnesota
$1.39M +$460K +19,034 +50%
NPC
23
National Planning Corporation
California
$1.28M +$75.4K +3,377 +6%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$1.23M +$145K +6,000 +13%
Creative Planning
25
Creative Planning
Kansas
$1.11M -$344K -14,198 -24%
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