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First Trust S&P REIT Index Fund

49 hedge funds and large institutions have $80.6M invested in First Trust S&P REIT Index Fund in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
22
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.1M +$164K +6,590 +1%
LPL Financial
2
LPL Financial
California
$14.7M +$1.98M +79,428 +16%
Wells Fargo
3
Wells Fargo
California
$10.2M +$3.03M +121,564 +42%
Bank of America
4
Bank of America
North Carolina
$5.9M +$2.59M +103,883 +78%
PCM
5
Peak Capital Management
Colorado
$4.71M +$906K +36,380 +24%
PFA
6
Pinnacle Family Advisors
Missouri
$3.79M -$5.45M -218,863 -59%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$3.11M -$988K -39,664 -24%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.99M -$1.26M -50,601 -39%
CPIG
9
Chicago Partners Investment Group
Illinois
$1.96M +$91.1K +3,727 +5%
BFEC
10
Benjamin F. Edwards & Company
Missouri
$1.77M +$31.3K +1,259 +2%
UBS Group
11
UBS Group
Switzerland
$1.72M +$50.6K +2,031 +3%
HIS
12
Harvest Investment Services
Illinois
$1.33M +$136K +5,472 +11%
MCM
13
Mainstay Capital Management
Michigan
$1.31M -$422K -16,937 -24%
Ameriprise
14
Ameriprise
Minnesota
$1.05M +$81.5K +3,275 +8%
Creative Planning
15
Creative Planning
Kansas
$1.01M -$42.2K -1,694 -4%
Stifel Financial
16
Stifel Financial
Missouri
$815K +$178K +7,092 +28%
SWM
17
SeaCrest Wealth Management
New York
$674K +$9.36K +376 +1%
FEM
18
Fulcrum Equity Management
Texas
$642K +$642K +25,783 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$638K +$221K +8,876 +53%
OIA
20
OneDigital Investment Advisors
Kansas
$598K +$598K +24,033 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$573K -$152K -6,095 -21%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$560K -$53.6K -2,152 -9%
AG
23
Advisor Group
Arizona
$522K +$250K +10,025 +92%
MAFM
24
Mid Atlantic Financial Management
Pennsylvania
$513K +$513K +20,600 New
UCFA
25
United Capital Financial Advisors
Texas
$470K +$470K +18,890 New