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First Trust S&P REIT Index Fund

42 hedge funds and large institutions have $43M invested in First Trust S&P REIT Index Fund in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
-10
Holders Change %
-19.23%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
8
Reduced
21
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$8.9M -$4.12M -197,039 -32%
Morgan Stanley
2
Morgan Stanley
New York
$6.77M -$640K -30,558 -9%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.5M +$1.06M +50,431 +43%
Wells Fargo
4
Wells Fargo
California
$3.12M -$1.93M -92,045 -38%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.3M +$807K +38,558 +54%
Citadel Advisors
6
Citadel Advisors
Florida
$2.04M +$97K +4,635 +5%
CPIG
7
Chicago Partners Investment Group
Illinois
$1.91M +$148K +7,076 +8%
Bank of America
8
Bank of America
North Carolina
$1.84M -$263K -12,540 -12%
BFEC
9
Benjamin F. Edwards & Company
Missouri
$1.29M +$73K +3,485 +6%
UBS Group
10
UBS Group
Switzerland
$1.05M -$67K -3,203 -6%
Stifel Financial
11
Stifel Financial
Missouri
$1M -$860K -41,074 -46%
Osaic Holdings
12
Osaic Holdings
Arizona
$958K -$59.5K -2,844 -6%
LFG
13
Larson Financial Group
Missouri
$860K +$860K +41,067 New
Ameriprise
14
Ameriprise
Minnesota
$756K -$225K -10,734 -23%
HT
15
HAP Trading
New York
$685K +$685K +32,730 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$533K -$22.2K -1,060 -4%
HighTower Advisors
17
HighTower Advisors
Illinois
$528K +$1.68K +80 +0.3%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$522K +$39.1K +1,870 +8%
AWM
19
AE Wealth Management
Kansas
$504K -$66.4K -3,170 -12%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$463K -$84.7K -4,051 -15%
Goldman Sachs
21
Goldman Sachs
New York
$449K
Creative Planning
22
Creative Planning
Kansas
$440K -$66.5K -3,177 -13%
OIA
23
OneDigital Investment Advisors
Kansas
$420K -$364K -17,418 -46%
SS
24
Simplicity Solutions
Minnesota
$408K -$89.7K -4,287 -18%
HIS
25
Harvest Investment Services
Illinois
$353K +$14.2K +679 +4%