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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

52 hedge funds and large institutions have $125M invested in First Trust S&P REIT Index Fund in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-2
Holders Change %
-3.7%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
5
Increased
18
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
BB&T Securities
Virginia
$15.6M
2
PFA
Pinnacle Family Advisors
Missouri
$9.89M
3
Wells Fargo
Wells Fargo
California
$25M
4
LPL Financial
LPL Financial
California
$6.51M
5
VF
Virtu Financial
New York
$3.09M

Top Sellers

1
HA
Hays Advisory
Tennessee
$17.4M
2
Morgan Stanley
Morgan Stanley
New York
$10M
3
Bank of America
Bank of America
North Carolina
$6.57M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$349K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$627K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$25M +$6.89M +295,845 +38%
HA
2
Hays Advisory
Tennessee
$17.4M -$12.2M -523,861 -41%
BTS
3
BB&T Securities
Virginia
$15.6M +$15.6M +668,463 New
Morgan Stanley
4
Morgan Stanley
New York
$10M -$7.69M -330,336 -43%
PFA
5
Pinnacle Family Advisors
Missouri
$9.89M +$9.69M +416,130 +4,804%
Bank of America
6
Bank of America
North Carolina
$6.57M -$2.97M -127,712 -31%
LPL Financial
7
LPL Financial
California
$6.51M +$3.9M +167,505 +149%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.78M +$26.1K +1,123 +0.7%
VF
9
Virtu Financial
New York
$3.09M +$1.05M +45,143 +52%
PCM
10
Peak Capital Management
Colorado
$2.96M +$166K +7,150 +6%
Stifel Financial
11
Stifel Financial
Missouri
$2.57M -$401K -17,223 -14%
FHA
12
First Horizon Advisors
Tennessee
$2.26M -$331K -14,264 -13%
UBS Group
13
UBS Group
Switzerland
$1.67M -$154K -6,624 -8%
Creative Planning
14
Creative Planning
Kansas
$1.42M +$191K +8,214 +16%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$1.41M +$501K +21,521 +55%
RJA
16
Raymond James & Associates
Florida
$1.21M +$336K +14,454 +38%
SWP
17
Stratos Wealth Partners
Ohio
$1.13M -$51.7K -2,221 -4%
CPIG
18
Chicago Partners Investment Group
Illinois
$1.02M +$355K +15,249 +54%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$922K -$46.4K -1,994 -5%
Ameriprise
20
Ameriprise
Minnesota
$882K -$133K -5,707 -13%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$859K +$345K +14,810 +67%
VAM
22
Visionary Asset Management
Texas
$821K -$125K -5,392 -13%
NPC
23
National Planning Corporation
California
$741K -$760K -32,653 -51%
AG
24
Advisor Group
Arizona
$697K +$61.6K +2,643 +10%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$627K -$1.74M -74,742 -74%
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