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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

68 hedge funds and large institutions have $164M invested in First Trust S&P REIT Index Fund in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+10
Holders Change %
+17.24%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
21
Increased
27
Reduced
12
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWM
1
IHT Wealth Management
Illinois
$14.6M
2
AFS
2
Aft Forsyth & Sober
Florida
$7.09M
3
Morgan Stanley
3
Morgan Stanley
New York
$26.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.25M
5
GIA
5
Gladstone Institutional Advisory
Florida
$1.81M

Top Sellers

1
SMF
1
Sterling Manor Financial
New York
$0
2
Truist Financial
2
Truist Financial
North Carolina
$3.49M
3
SPC
3
Sigma Planning Corp
Michigan
$0
4
SWP
4
Stratos Wealth Partners
Ohio
$235K
5
Ameriprise
5
Ameriprise
Minnesota
$623K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$29.3M +$1.73M +53,140 +6%
Morgan Stanley
2
Morgan Stanley
New York
$26.9M +$2.83M +86,878 +12%
JIP
3
Jaffetilchin Investment Partners
Florida
$16.8M +$349K +10,710 +2%
IWM
4
IHT Wealth Management
Illinois
$14.6M +$14.6M +447,529 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.25M +$2.16M +66,262 +35%
Wells Fargo
6
Wells Fargo
California
$7.21M +$1.03M +31,697 +17%
AFS
7
Aft Forsyth & Sober
Florida
$7.09M +$5.79M +177,550 +444%
UBS Group
8
UBS Group
Switzerland
$4.62M -$158K -4,850 -3%
Truist Financial
9
Truist Financial
North Carolina
$3.49M -$3.78M -115,882 -52%
PFA
10
Pinnacle Family Advisors
Missouri
$3.27M -$497K -15,255 -13%
Stifel Financial
11
Stifel Financial
Missouri
$3.25M +$49.6K +1,522 +2%
CPIG
12
Chicago Partners Investment Group
Illinois
$2.98M +$262K +8,974 +10%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.94M +$335K +10,284 +13%
HIS
14
Harvest Investment Services
Illinois
$2.91M +$487K +14,944 +20%
Bank of America
15
Bank of America
North Carolina
$2.62M -$65K -1,995 -2%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$2.21M +$554K +16,983 +34%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.16M +$415K +12,743 +24%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.87M +$754K +23,147 +68%
GIA
19
Gladstone Institutional Advisory
Florida
$1.81M +$1.81M +55,487 New
AWM
20
AE Wealth Management
Kansas
$1.42M +$370K +11,364 +35%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$1.28M +$45.1K +1,383 +4%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.2M +$350K +10,747 +41%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.13M -$361K -11,089 -24%
CCA
24
Cottonwood Capital Advisors
Utah
$1.09M +$1.09M +33,531 New
HighTower Advisors
25
HighTower Advisors
Illinois
$807K -$22.6K -692 -3%
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