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First Trust S&P REIT Index Fund

45 hedge funds and large institutions have $70.4M invested in First Trust S&P REIT Index Fund in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
10
Reduced
14
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$14.7M +$4.75M +219,748 +48%
LPL Financial
2
LPL Financial
California
$11.1M -$4.53M -209,648 -29%
PFA
3
Pinnacle Family Advisors
Missouri
$8.03M +$5.47M +252,988 +214%
Wells Fargo
4
Wells Fargo
California
$6.23M -$2.65M -122,417 -30%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.56M +$1.89M +87,614 +114%
PCM
6
Peak Capital Management
Colorado
$3.3M -$164K -7,605 -5%
Bank of America
7
Bank of America
North Carolina
$2.88M +$566K +26,178 +24%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.82M -$785K -36,296 -22%
Citadel Advisors
9
Citadel Advisors
Florida
$2M +$1.27M +58,862 +175%
CPIG
10
Chicago Partners Investment Group
Illinois
$1.71M +$84.3K +3,755 +5%
BFEC
11
Benjamin F. Edwards & Company
Missouri
$1.51M +$759K +35,137 +101%
MCM
12
Mainstay Capital Management
Michigan
$1.49M +$1.49M +69,619 New
UBS Group
13
UBS Group
Switzerland
$1.45M -$105K -4,870 -7%
HIS
14
Harvest Investment Services
Illinois
$1.14M +$1.14M +48,016 New
LA
15
LexAurum Advisors
Kansas
$1.14M +$1.14M +52,512 New
Creative Planning
16
Creative Planning
Kansas
$916K -$12.8K -592 -1%
NFG
17
Next Financial Group
Texas
$894K +$894K +41,354 New
Ameriprise
18
Ameriprise
Minnesota
$841K -$260K -12,031 -24%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$629K +$629K +29,090 New
SWM
20
SeaCrest Wealth Management
New York
$577K -$50.9K -2,358 -8%
Stifel Financial
21
Stifel Financial
Missouri
$548K -$49K -2,271 -8%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$532K -$15.5K -717 -3%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$361K -$6.76K -313 -2%
TA
24
Townsend & Associates
Colorado
$287K +$74.2K +3,435 +35%
RJA
25
Raymond James & Associates
Florida
$257K +$257K +11,891 New