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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

60 hedge funds and large institutions have $128M invested in First Trust S&P REIT Index Fund in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+7
Holders Change %
+13.21%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
25
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$23.3M
2
Morgan Stanley
Morgan Stanley
New York
$30.1M
3
UBS Group
UBS Group
Switzerland
$3.71M
4
HIS
Harvest Investment Services
Illinois
$1.52M
5
PCM
Peak Capital Management
Colorado
$5.05M

Top Sellers

1
PFA
Pinnacle Family Advisors
Missouri
$4.55M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$6.69M
3
Bank of America
Bank of America
North Carolina
$8.1M
4
FEM
Fulcrum Equity Management
Texas
$1.13M
5
NFG
Next Financial Group
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$30.1M +$3.05M +116,681 +11%
LPL Financial
2
LPL Financial
California
$23.3M +$7.6M +290,788 +48%
Wells Fargo
3
Wells Fargo
California
$11.5M -$25.8K -986 -0.2%
Bank of America
4
Bank of America
North Carolina
$8.1M -$498K -19,082 -6%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.69M -$1.04M -39,683 -13%
PCM
6
Peak Capital Management
Colorado
$5.05M +$1.28M +49,245 +34%
PFA
7
Pinnacle Family Advisors
Missouri
$4.55M -$4M -153,105 -47%
UBS Group
8
UBS Group
Switzerland
$3.71M +$1.81M +69,116 +95%
BFEC
9
Benjamin F. Edwards & Company
Missouri
$2.95M +$916K +35,056 +45%
Stifel Financial
10
Stifel Financial
Missouri
$2.29M +$439K +16,821 +24%
CPIG
11
Chicago Partners Investment Group
Illinois
$2.24M +$37.8K +1,420 +2%
MCM
12
Mainstay Capital Management
Michigan
$2.19M +$105K +4,021 +5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.93M +$170K +6,506 +10%
HIS
14
Harvest Investment Services
Illinois
$1.52M +$1.52M +58,326 New
Ameriprise
15
Ameriprise
Minnesota
$1.41M +$321K +12,249 +29%
FEM
16
Fulcrum Equity Management
Texas
$1.13M -$494K -18,921 -30%
VF
17
Virtu Financial
New York
$1.12M +$1.12M +42,753 New
SPC
18
Sigma Planning Corp
Michigan
$1.11M -$109K -4,189 -9%
Citadel Advisors
19
Citadel Advisors
Florida
$1.06M +$1.06M +40,703 New
RJA
20
Raymond James & Associates
Florida
$1.04M +$86.7K +3,320 +9%
OIA
21
OneDigital Investment Advisors
Kansas
$993K +$120K +4,586 +14%
Creative Planning
22
Creative Planning
Kansas
$925K -$56.1K -2,147 -6%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$859K +$60.2K +2,308 +8%
AWM
24
Aprio Wealth Management
Georgia
$832K +$832K +31,865 New
AG
25
Advisor Group
Arizona
$786K +$51K +1,950 +7%
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