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First Trust S&P REIT Index Fund

53 hedge funds and large institutions have $96.3M invested in First Trust S&P REIT Index Fund in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
21
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$23.4M +$6.25M +250,782 +36%
LPL Financial
2
LPL Financial
California
$14.8M +$112K +4,480 +0.8%
Wells Fargo
3
Wells Fargo
California
$11.3M +$1.07M +42,816 +10%
PFA
4
Pinnacle Family Advisors
Missouri
$8.41M +$4.61M +184,990 +121%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.26M +$1.15M +46,120 +37%
Bank of America
6
Bank of America
North Carolina
$4.14M -$1.77M -70,874 -30%
PCM
7
Peak Capital Management
Colorado
$3.62M -$1.11M -44,494 -24%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.47M +$478K +19,190 +24%
UBS Group
9
UBS Group
Switzerland
$2.05M +$328K +13,140 +19%
CPIG
10
Chicago Partners Investment Group
Illinois
$2.02M +$30.7K +1,233 +2%
BFEC
11
Benjamin F. Edwards & Company
Missouri
$1.95M +$175K +7,006 +10%
VF
12
Virtu Financial
New York
$1.7M +$1.7M +68,321 New
MCM
13
Mainstay Capital Management
Michigan
$1.67M +$360K +14,441 +27%
HIS
14
Harvest Investment Services
Illinois
$1.52M +$186K +7,468 +14%
Ameriprise
15
Ameriprise
Minnesota
$1.37M +$325K +13,092 +31%
SPC
16
Sigma Planning Corp
Michigan
$1.05M +$1.05M +41,945 New
Creative Planning
17
Creative Planning
Kansas
$967K -$46.6K -1,870 -5%
RJA
18
Raymond James & Associates
Florida
$899K +$520K +20,867 +137%
Stifel Financial
19
Stifel Financial
Missouri
$872K +$59K +2,358 +7%
AG
20
Advisor Group
Arizona
$804K +$280K +11,235 +54%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$761K +$123K +4,933 +19%
OIA
22
OneDigital Investment Advisors
Kansas
$714K +$115K +4,620 +19%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$551K -$9.86K -395 -2%
MAFM
24
Mid Atlantic Financial Management
Pennsylvania
$551K +$37.6K +1,510 +7%
SWM
25
SeaCrest Wealth Management
New York
$511K -$165K -6,607 -24%