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First Trust S&P REIT Index Fund

57 hedge funds and large institutions have $147M invested in First Trust S&P REIT Index Fund in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-12
Holders Change %
-17.39%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
6
Increased
17
Reduced
25
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HA
1
Hays Advisory
Tennessee
$46.9M -$3.99M -172,853 -8%
Morgan Stanley
2
Morgan Stanley
New York
$18.6M -$17.4M -755,165 -48%
Wells Fargo
3
Wells Fargo
California
$13.8M -$13.8M -598,766 -50%
FHA
4
First Horizon Advisors
Tennessee
$7.79M
BTS
5
BB&T Securities
Virginia
$6.32M
RJA
6
Raymond James & Associates
Florida
$5.74M -$6.2M -268,757 -52%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$5.17M +$3.45M +149,614 +200%
Stifel Financial
8
Stifel Financial
Missouri
$3.49M -$452K -19,609 -11%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.33M +$1.75K +76 +0.1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.86M +$2.37M +102,782 +487%
LPL Financial
11
LPL Financial
California
$2.49M -$761K -32,865 -23%
UBS Group
12
UBS Group
Switzerland
$2.4M -$957K -41,489 -29%
Bank of America
13
Bank of America
North Carolina
$2.29M -$20.5M -887,028 -90%
SWP
14
Stratos Wealth Partners
Ohio
$2.26M -$128K -5,558 -5%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.15M -$1.66M -72,202 -44%
Ameriprise
16
Ameriprise
Minnesota
$2M +$674K +29,207 +51%
PFS
17
Prospera Financial Services
Texas
$1.74M -$672K -28,576 -28%
NPC
18
National Planning Corporation
California
$1.65M +$332K +14,460 +25%
VKH
19
Virtu KCG Holdings
New York
$1.52M +$838K +36,344 +124%
VAM
20
Visionary Asset Management
Texas
$1.37M -$310K -13,448 -18%
WI
21
WBI Investments
New Jersey
$1.18M +$1.18M +51,238 New
Creative Planning
22
Creative Planning
Kansas
$1.16M +$104K +4,524 +10%
PFA
23
Pinnacle Family Advisors
Missouri
$926K +$926K +40,171 New
DADC
24
D.A. Davidson & Co
Montana
$887K -$1.64M -71,264 -65%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$739K -$434K -18,804 -37%