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First Trust S&P REIT Index Fund

44 hedge funds and large institutions have $45M invested in First Trust S&P REIT Index Fund in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JIP
1
Jaffetilchin Investment Partners
Florida
$10.1M +$10.1M +402,375 New
Morgan Stanley
2
Morgan Stanley
New York
$7.33M +$536K +21,259 +8%
LPL Financial
3
LPL Financial
California
$3.77M -$4.32M -171,537 -53%
Wells Fargo
4
Wells Fargo
California
$3.38M -$712K -28,240 -17%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.87M +$1.11M +44,134 +63%
CPIG
6
Chicago Partners Investment Group
Illinois
$2.38M -$4.2K -156 -0.2%
Bank of America
7
Bank of America
North Carolina
$2.3M +$168K +6,679 +8%
BFEC
8
Benjamin F. Edwards & Company
Missouri
$1.87M +$155K +6,162 +9%
Stifel Financial
9
Stifel Financial
Missouri
$1.4M +$113K +4,472 +9%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.04M -$61.3K -2,433 -6%
RW
11
RVW Wealth
California
$1M +$174K +2,150 +21%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$789K +$121K +4,810 +18%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$685K +$109K +4,322 +19%
UBS Group
14
UBS Group
Switzerland
$658K -$272K -10,812 -29%
HighTower Advisors
15
HighTower Advisors
Illinois
$639K +$1.41K +56 +0.2%
Goldman Sachs
16
Goldman Sachs
New York
$541K
Ameriprise
17
Ameriprise
Minnesota
$520K +$37.9K +1,505 +8%
AWM
18
AE Wealth Management
Kansas
$499K -$6.53K -259 -1%
AFP
19
Ausdal Financial Partners
Iowa
$476K -$41.5K -1,646 -8%
Creative Planning
20
Creative Planning
Kansas
$465K -$64.1K -2,545 -12%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$453K -$62.6K -2,485 -12%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$428K -$1.48M -58,897 -78%
BFA
23
Beacon Financial Advisory
Ohio
$331K +$429 +17 +0.1%
HIS
24
Harvest Investment Services
Illinois
$319K -$20K -796 -6%
RJA
25
Raymond James & Associates
Florida
$248K +$227 +9 +0.1%