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First Trust S&P REIT Index Fund

72 hedge funds and large institutions have $153M invested in First Trust S&P REIT Index Fund in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
25
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$36.9M +$11.1M +357,165 +43%
LPL Financial
2
LPL Financial
California
$26.7M -$1.39M -44,421 -5%
JIP
3
Jaffetilchin Investment Partners
Florida
$12.7M -$1.16M -43,272 -8%
Stifel Financial
4
Stifel Financial
Missouri
$7.47M +$4.36M +139,591 +140%
AFS
5
Aft Forsyth & Sober
Florida
$6.79M
Wells Fargo
6
Wells Fargo
California
$4.69M -$2.21M -70,821 -32%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$4.24M +$3.09M +99,160 +271%
UBS Group
8
UBS Group
Switzerland
$4.16M -$261K -8,353 -6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.04M -$3.86M -123,555 -49%
Truist Financial
10
Truist Financial
North Carolina
$3.76M +$423K +13,545 +13%
SOS
11
Silver Oak Securities
Tennessee
$3.26M +$3.26M +104,508 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.97M +$902K +28,921 +44%
CPIG
13
Chicago Partners Investment Group
Illinois
$2.93M +$180K +6,702 +7%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.4M +$1.32M +42,187 +122%
Ameriprise
15
Ameriprise
Minnesota
$2.09M +$1.5M +47,987 +251%
RA
16
RiverTree Advisors
Florida
$1.76M +$1.76M +56,477 New
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$1.6M +$375K +12,008 +31%
GIA
18
Gladstone Institutional Advisory
Florida
$1.51M -$226K -7,244 -13%
AWM
19
AE Wealth Management
Kansas
$1.45M +$88.1K +2,826 +6%
Bank of America
20
Bank of America
North Carolina
$1.22M -$1.29M -41,269 -51%
CCA
21
Cottonwood Capital Advisors
Utah
$1.2M +$157K +5,044 +15%
HIS
22
Harvest Investment Services
Illinois
$1.17M -$1.62M -51,852 -58%
OC
23
Oppenheimer & Co
New York
$1.04M +$483K +15,469 +86%
RJA
24
Raymond James & Associates
Florida
$1.04M +$560K +17,957 +117%
Citadel Advisors
25
Citadel Advisors
Florida
$981K +$981K +31,441 New