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First Trust S&P REIT Index Fund

45 hedge funds and large institutions have $38.3M invested in First Trust S&P REIT Index Fund in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
Holders Change %
0%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$7.47M -$1.71M -73,588 -19%
Morgan Stanley
2
Morgan Stanley
New York
$6.26M +$1.05M +45,290 +20%
Wells Fargo
3
Wells Fargo
California
$3.77M +$221K +9,498 +6%
CPIG
4
Chicago Partners Investment Group
Illinois
$2.08M +$55.5K +2,365 +3%
Bank of America
5
Bank of America
North Carolina
$1.96M -$108K -4,630 -5%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.76M -$1.85M -79,576 -51%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.62M +$710K +30,589 +78%
BFEC
8
Benjamin F. Edwards & Company
Missouri
$1.58M +$43.7K +1,882 +3%
Citadel Advisors
9
Citadel Advisors
Florida
$1.25M -$1.79M -77,119 -59%
Stifel Financial
10
Stifel Financial
Missouri
$1.18M +$18K +773 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.02M +$23.5K +1,013 +2%
RW
12
RVW Wealth
California
$1M +$1M +10,187 New
UBS Group
13
UBS Group
Switzerland
$858K -$120K -5,185 -12%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$616K +$115K +4,943 +23%
HighTower Advisors
15
HighTower Advisors
Illinois
$587K +$1.67K +72 +0.3%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$531K +$102K +4,388 +24%
Goldman Sachs
17
Goldman Sachs
New York
$499K
Creative Planning
18
Creative Planning
Kansas
$488K -$55.4K -2,384 -10%
AFP
19
Ausdal Financial Partners
Iowa
$477K -$465K -20,009 -49%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$475K -$125K -5,399 -21%
AWM
21
AE Wealth Management
Kansas
$466K +$16.9K +729 +4%
Ameriprise
22
Ameriprise
Minnesota
$445K -$14.1K -607 -3%
SS
23
Simplicity Solutions
Minnesota
$420K -$488 -21 -0.1%
HIS
24
Harvest Investment Services
Illinois
$313K -$46.4K -1,998 -13%
BFA
25
Beacon Financial Advisory
Ohio
$304K +$1.9K +82 +0.6%