FRI icon

First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

46 hedge funds and large institutions have $71.3M invested in First Trust S&P REIT Index Fund in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
-2
Holders Change %
-4.17%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
14
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$16.8M
2
Morgan Stanley
Morgan Stanley
New York
$10.7M
3
Wells Fargo
Wells Fargo
California
$9.58M
4
PFA
Pinnacle Family Advisors
Missouri
$2.76M
5
Jane Street
Jane Street
New York
$1.18M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$1.79M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
Bank of America
Bank of America
North Carolina
$2.5M
5
F
F3Logic
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$16.8M +$14.2M +608,383 +541%
Morgan Stanley
2
Morgan Stanley
New York
$10.7M +$3.86M +165,342 +56%
Wells Fargo
3
Wells Fargo
California
$9.58M +$2.77M +118,878 +41%
CWM
4
Cornerstone Wealth Management
Missouri
$5M +$36.4K +852 +0.7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.89M -$32.6K -1,398 -0.8%
PCM
6
Peak Capital Management
Colorado
$3.64M -$351K -15,491 -9%
PFA
7
Pinnacle Family Advisors
Missouri
$2.76M +$2.56M +109,479 +1,247%
Bank of America
8
Bank of America
North Carolina
$2.5M -$1.6M -68,586 -39%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.79M -$2.7M -115,818 -60%
BCM
10
Breiter Capital Management
Florida
$1.75M +$550K +23,584 +46%
UBS Group
11
UBS Group
Switzerland
$1.68M +$108K +4,642 +7%
CPIG
12
Chicago Partners Investment Group
Illinois
$1.66M +$213K +9,315 +15%
Ameriprise
13
Ameriprise
Minnesota
$1.19M +$167K +7,167 +16%
Jane Street
14
Jane Street
New York
$1.18M +$791K +33,919 +203%
Creative Planning
15
Creative Planning
Kansas
$1M +$15.8K +679 +2%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$813K +$18.7K +802 +2%
Citadel Advisors
17
Citadel Advisors
Florida
$783K +$783K +33,551 New
SWM
18
SeaCrest Wealth Management
New York
$678K -$3.66K -157 -0.5%
Stifel Financial
19
Stifel Financial
Missouri
$644K -$386K -16,584 -37%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$591K +$35.9K +1,540 +6%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$396K +$2.23K +96 +0.6%
AI
22
Atria Investments
North Carolina
$304K -$106K -4,529 -26%
WP
23
WealthShield Partners
North Carolina
$258K +$258K +11,049 New
AG
24
Advisor Group
Arizona
$256K -$52.4K -2,252 -17%
NA
25
Navellier & Associates
Nevada
$253K +$253K +10,863 New
1
2 3