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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

58 hedge funds and large institutions have $124M invested in First Trust S&P REIT Index Fund in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
58
Holders Change
+11
Holders Change %
+23.4%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
30
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$23.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$20.9M
3
Truist Financial
3
Truist Financial
North Carolina
$6.3M
4
UBS Group
4
UBS Group
Switzerland
$4.15M
5
PFA
5
Pinnacle Family Advisors
Missouri
$3.27M

Top Sellers

1
DWA
1
Delos Wealth Advisors
Texas
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$375K
3
TRCT
3
Tower Research Capital (TRC)
New York
$196K
4
Bank of America
4
Bank of America
North Carolina
$2.33M
5
AFP
5
Ausdal Financial Partners
Iowa
$484K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$23.9M +$18.9M +666,975 +372%
Morgan Stanley
2
Morgan Stanley
New York
$20.9M +$9.72M +343,674 +87%
JIP
3
Jaffetilchin Investment Partners
Florida
$14.3M +$900K +31,821 +7%
Truist Financial
4
Truist Financial
North Carolina
$6.3M +$6.3M +222,837 New
Wells Fargo
5
Wells Fargo
California
$5.36M +$224K +7,909 +4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.28M +$2.2M +77,818 +71%
SMF
7
Sterling Manor Financial
New York
$4.33M +$513K +18,141 +13%
UBS Group
8
UBS Group
Switzerland
$4.15M +$3.43M +121,269 +478%
PFA
9
Pinnacle Family Advisors
Missouri
$3.27M +$3.27M +115,560 New
CPIG
10
Chicago Partners Investment Group
Illinois
$2.89M +$87K +2,808 +3%
Stifel Financial
11
Stifel Financial
Missouri
$2.78M +$1.91M +67,452 +219%
SPC
12
Sigma Planning Corp
Michigan
$2.54M +$2.54M +89,943 New
SWP
13
Stratos Wealth Partners
Ohio
$2.35M +$998K +35,275 +74%
Bank of America
14
Bank of America
North Carolina
$2.33M -$130K -4,599 -5%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.26M +$2M +70,728 +769%
HIS
16
Harvest Investment Services
Illinois
$2.1M +$1.74M +61,568 +480%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.52M +$537K +18,978 +55%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$1.43M +$957K +33,855 +201%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.29M +$131K +4,623 +11%
Ameriprise
20
Ameriprise
Minnesota
$1.28M +$705K +24,919 +123%
AFS
21
Aft Forsyth & Sober
Florida
$1.13M +$566K +20,000 +100%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$1.07M +$268K +9,472 +34%
RW
23
RVW Wealth
California
$1M +$146K +2,873 +17%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$969K +$969K +34,260 New
AWM
25
AE Wealth Management
Kansas
$913K +$183K +6,486 +25%
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