FRI icon

First Trust S&P REIT Index Fund

48 hedge funds and large institutions have $55.7M invested in First Trust S&P REIT Index Fund in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
-3
Holders Change %
-5.88%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
10
Reduced
19
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.91M -$2.41M -102,918 -26%
Wells Fargo
2
Wells Fargo
California
$6.82M -$3.98M -170,234 -37%
CWM
3
Cornerstone Wealth Management
Missouri
$5M +$5M +116,242 New
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.5M +$4.09M +174,947 +989%
PCM
5
Peak Capital Management
Colorado
$4.11M +$4.11M +175,693 New
Bank of America
6
Bank of America
North Carolina
$4.11M +$1.97M +84,465 +93%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.93M +$952K +40,713 +32%
LPL Financial
8
LPL Financial
California
$2.63M -$21.3K -910 -0.8%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.33M +$92.2K +3,945 +4%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2M +$940K +40,236 +89%
UBS Group
11
UBS Group
Switzerland
$1.57M -$216K -9,246 -12%
CPIG
12
Chicago Partners Investment Group
Illinois
$1.48M +$49.1K +2,102 +3%
BCM
13
Breiter Capital Management
Florida
$1.2M +$1.2M +51,270 New
Stifel Financial
14
Stifel Financial
Missouri
$1.04M -$749K -32,036 -42%
Ameriprise
15
Ameriprise
Minnesota
$1.02M +$80.4K +3,442 +9%
Creative Planning
16
Creative Planning
Kansas
$988K -$17.7K -756 -2%
F
17
F3Logic
Minnesota
$796K -$568K -24,263 -42%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$796K +$45.5K +1,945 +6%
SWM
19
SeaCrest Wealth Management
New York
$683K +$10.1K +431 +1%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$556K -$9.81K -420 -2%
AI
21
Atria Investments
North Carolina
$411K +$9.59K +410 +2%
Jane Street
22
Jane Street
New York
$391K -$239K -10,223 -38%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$361K
AG
24
Advisor Group
Arizona
$309K -$341K -14,607 -52%
CAN
25
Cetera Advisor Networks
California
$251K -$69.3K -2,954 -22%