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First Trust S&P REIT Index Fund

52 hedge funds and large institutions have $54.1M invested in First Trust S&P REIT Index Fund in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-8
Holders Change %
-13.33%
% 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
10
Increased
13
Reduced
19
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$11.8M -$5.11M -269,800 -30%
Morgan Stanley
2
Morgan Stanley
New York
$6.7M -$15.1M -798,566 -69%
Wells Fargo
3
Wells Fargo
California
$4.56M -$3.78M -199,468 -45%
PCM
4
Peak Capital Management
Colorado
$4.28M +$604K +31,932 +16%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.21M +$812K +42,898 +58%
Bank of America
6
Bank of America
North Carolina
$1.9M -$3.97M -209,552 -68%
Citadel Advisors
7
Citadel Advisors
Florida
$1.76M +$989K +52,260 +128%
CPIG
8
Chicago Partners Investment Group
Illinois
$1.69M -$3.8K -188 -0.2%
Stifel Financial
9
Stifel Financial
Missouri
$1.69M +$27.7K +1,461 +2%
MCM
10
Mainstay Capital Management
Michigan
$1.47M -$57.3K -3,154 -4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.35M +$808K +42,723 +149%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$1.1M -$1.04M -54,905 -49%
UBS Group
13
UBS Group
Switzerland
$1.01M -$1.68M -88,771 -63%
SPC
14
Sigma Planning Corp
Michigan
$932K +$126K +6,672 +16%
Osaic Holdings
15
Osaic Holdings
Arizona
$921K +$921K +48,627 New
Jane Street
16
Jane Street
New York
$920K +$920K +48,617 New
Ameriprise
17
Ameriprise
Minnesota
$857K -$131K -7,182 -13%
OIA
18
OneDigital Investment Advisors
Kansas
$710K -$10K -530 -1%
AWM
19
Aprio Wealth Management
Georgia
$603K
SWM
20
SeaCrest Wealth Management
New York
$595K +$47.1K +2,492 +9%
AWM
21
AE Wealth Management
Kansas
$515K +$515K +27,232 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$502K -$4.35M -229,632 -90%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$496K +$255K +13,451 +106%
HighTower Advisors
24
HighTower Advisors
Illinois
$476K +$147K +7,765 +45%
Creative Planning
25
Creative Planning
Kansas
$458K -$212K -11,229 -32%