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First Trust S&P REIT Index Fund

51 hedge funds and large institutions have $54.5M invested in First Trust S&P REIT Index Fund in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
11
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$9.84M -$6.84M -321,025 -41%
Morgan Stanley
2
Morgan Stanley
New York
$8.49M -$295K -13,830 -3%
HA
3
Hays Advisory
Tennessee
$8.31M -$2.63M -123,511 -24%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.72M -$957K -44,910 -26%
LPL Financial
5
LPL Financial
California
$2.41M +$621K +29,134 +35%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.04M -$4.92K -231 -0.2%
Bank of America
7
Bank of America
North Carolina
$1.94M -$3.01M -141,504 -61%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.86M +$897K +42,130 +93%
UBS Group
9
UBS Group
Switzerland
$1.63M +$248K +11,649 +18%
Stifel Financial
10
Stifel Financial
Missouri
$1.63M -$102K -4,778 -6%
Citadel Advisors
11
Citadel Advisors
Florida
$1.46M +$1.46M +68,503 New
CPIG
12
Chicago Partners Investment Group
Illinois
$1.3M +$68.1K +3,199 +6%
F
13
F3Logic
Minnesota
$1.24M +$1.24M +58,273 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$968K +$517K +24,288 +115%
Creative Planning
15
Creative Planning
Kansas
$917K -$435K -20,402 -32%
Ameriprise
16
Ameriprise
Minnesota
$859K +$41.7K +1,956 +5%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$684K +$204K +9,576 +42%
SWM
18
SeaCrest Wealth Management
New York
$613K +$17.7K +832 +3%
VAM
19
Visionary Asset Management
Texas
$605K -$68.1K -3,204 -10%
AG
20
Advisor Group
Arizona
$594K -$26K -1,220 -4%
Jane Street
21
Jane Street
New York
$574K -$439K -20,635 -43%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$516K +$55.7K +2,613 +12%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$377K -$349K -16,360 -48%
AI
24
Atria Investments
North Carolina
$366K +$88.6K +4,156 +32%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$361K -$162K -7,587 -31%