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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

74 hedge funds and large institutions have $143M invested in First Trust S&P REIT Index Fund in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 12 closing their positions.

Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
32
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.8M
2
LPL Financial
2
LPL Financial
California
$26.1M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.59M
4
Wells Fargo
4
Wells Fargo
California
$6.11M
5
OC
5
Oppenheimer & Co
New York
$2.2M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$0
2
SOS
2
Silver Oak Securities
Tennessee
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$4.72M
4
GIA
4
Gladstone Institutional Advisory
Florida
$631K
5
HIS
5
Harvest Investment Services
Illinois
$497K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$35.8M 1,389,031 +205,981 +17%
LPL Financial
2
LPL Financial
California
$26.1M 1,014,590 +159,513 +19%
JIP
3
Jaffetilchin Investment Partners
Florida
$11.7M 456,140 -15,982 -3%
Wells Fargo
4
Wells Fargo
California
$6.11M 237,417 +86,977 +58%
AFS
5
Aft Forsyth & Sober
Florida
$5.88M 228,350 +10,800 +5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.59M 217,046 +87,660 +68%
Stifel Financial
7
Stifel Financial
Missouri
$4.72M 183,270 -56,061 -23%
UBS Group
8
UBS Group
Switzerland
$4.28M 166,425 +32,966 +25%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.7M 143,900 +8,093 +6%
CPIG
10
Chicago Partners Investment Group
Illinois
$2.99M 106,782 -2,102 -2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.26M 87,844 -7,470 -8%
OC
12
Oppenheimer & Co
New York
$2.2M 85,614 +52,217 +156%
RJA
13
Raymond James & Associates
Florida
$1.8M 70,013 +36,676 +110%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.78M 68,993 -7,845 -10%
Citadel Advisors
15
Citadel Advisors
Florida
$1.71M 66,349 +34,908 +111%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.68M 65,408 +48,953 +297%
RA
17
RiverTree Advisors
Florida
$1.64M 63,859 +7,382 +13%
Bank of America
18
Bank of America
North Carolina
$1.62M 63,100 +23,942 +61%
Ameriprise
19
Ameriprise
Minnesota
$1.61M 62,480 -4,621 -7%
AWM
20
AE Wealth Management
Kansas
$1.23M 47,811 +1,325 +3%
CCA
21
Cottonwood Capital Advisors
Utah
$1.12M 43,359 +4,784 +12%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$1.06M 41,113 -9,999 -20%
TRCT
23
Tower Research Capital (TRC)
New York
$901K 35,023 +33,914 +3,058%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$850K 33,040 +11,321 +52%
WFA
25
WMG Financial Advisors
Tennessee
$846K 32,880 +32,880 New
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