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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

54 hedge funds and large institutions have $120M invested in First Trust S&P REIT Index Fund in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
15
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFS
HL Financial Services
Kentucky
$1.31M
2
Bank of America
Bank of America
North Carolina
$9.52M
3
Wells Fargo
Wells Fargo
California
$18.1M
4
SG
StoneX Group
New York
$613K
5
Jane Street
Jane Street
New York
$874K

Top Sellers

1
HA
Hays Advisory
Tennessee
$29.5M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.88M
3
Citadel Advisors
Citadel Advisors
Florida
$272K
4
VF
Virtu Financial
New York
$2.04M
5
RJA
Raymond James & Associates
Florida
$876K
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
1
Hays Advisory
Tennessee
$29.5M -$9.71M -417,922 -25%
Wells Fargo
2
Wells Fargo
California
$18.1M +$772K +33,252 +4%
Morgan Stanley
3
Morgan Stanley
New York
$17.7M -$587K -25,260 -3%
Bank of America
4
Bank of America
North Carolina
$9.52M +$964K +41,503 +11%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.75M -$1.43M -61,612 -28%
Stifel Financial
6
Stifel Financial
Missouri
$2.96M -$5.94K -256 -0.2%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.88M -$2.16M -92,923 -43%
PCM
8
Peak Capital Management
Colorado
$2.79M +$2.79M +119,933 New
LPL Financial
9
LPL Financial
California
$2.6M -$458K -19,723 -15%
FHA
10
First Horizon Advisors
Tennessee
$2.59M -$1.25M -53,960 -33%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.36M -$172K -7,416 -7%
VF
12
Virtu Financial
New York
$2.04M -$1.55M -66,608 -43%
UBS Group
13
UBS Group
Switzerland
$1.82M -$305K -13,120 -14%
NPC
14
National Planning Corporation
California
$1.52M -$268K -11,330 -15%
VKH
15
Virtu KCG Holdings
New York
$1.43M -$141K -6,087 -9%
HFS
16
HL Financial Services
Kentucky
$1.31M +$1.31M +56,506 New
Creative Planning
17
Creative Planning
Kansas
$1.23M +$7.46K +321 +0.6%
SWP
18
Stratos Wealth Partners
Ohio
$1.18M +$58.1K +2,502 +5%
Ameriprise
19
Ameriprise
Minnesota
$1.01M -$1.3M -55,912 -56%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$966K -$418K -18,024 -30%
VAM
21
Visionary Asset Management
Texas
$945K -$122K -5,232 -11%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$910K +$91.6K +3,942 +11%
PFS
23
Prospera Financial Services
Texas
$890K -$178K -7,789 -17%
RJA
24
Raymond James & Associates
Florida
$876K -$1.45M -62,565 -62%
Jane Street
25
Jane Street
New York
$874K +$500K +21,541 +134%
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