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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

71 hedge funds and large institutions have $105M invested in First Trust S&P REIT Index Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
71
Holders Change
-3
Holders Change %
-4.05%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
27
Reduced
25
Closed
11
Calls
–
Puts
$36K
Net Calls
-$36K
Net Calls Change
-$36K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.58M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$1.61M
3
AWM
3
AE Wealth Management
Kansas
$1.94M
4
KNW
4
Kesler Norman & Wride
Utah
$662K
5
OBWG
5
Onyx Bridge Wealth Group
New York
$635K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$10.4M
2
JIP
2
Jaffetilchin Investment Partners
Florida
$734K
3
Morgan Stanley
3
Morgan Stanley
New York
$29.3M
4
RA
4
RiverTree Advisors
Florida
$0
5
GIA
5
Gladstone Institutional Advisory
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$29.3M 1,271,526 -117,505 -8%
LPL Financial
2
LPL Financial
California
$10.4M 449,535 -565,055 -56%
Wells Fargo
3
Wells Fargo
California
$6.05M 262,584 +25,167 +11%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.43M 235,511 +18,465 +9%
AFS
5
Aft Forsyth & Sober
Florida
$5.26M 228,350 – –
Stifel Financial
6
Stifel Financial
Missouri
$4.17M 181,033 -2,237 -1%
UBS Group
7
UBS Group
Switzerland
$3.58M 155,598 -10,827 -7%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.13M 135,756 -8,144 -6%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.58M 111,939 +46,531 +71%
CPIG
10
Chicago Partners Investment Group
Illinois
$2.51M 105,706 -1,076 -1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.3M 99,809 +11,965 +14%
AWM
12
AE Wealth Management
Kansas
$1.94M 84,042 +36,231 +76%
Citadel Advisors
13
Citadel Advisors
Florida
$1.82M 78,818 +12,469 +19%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$1.61M 69,716 +36,676 +111%
Bank of America
15
Bank of America
North Carolina
$1.42M 61,756 -1,344 -2%
OC
16
Oppenheimer & Co
New York
$1.35M 58,738 -26,876 -31%
RJA
17
Raymond James & Associates
Florida
$1.34M 58,091 -11,922 -17%
Ameriprise
18
Ameriprise
Minnesota
$1.34M 58,069 -4,411 -7%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.29M 55,738 -13,255 -19%
TRCT
20
Tower Research Capital (TRC)
New York
$1.13M 49,091 +14,068 +40%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$1.07M 46,338 +5,225 +13%
FTUS
22
Flow Traders U.S.
New York
$998K 43,329 +27,149 +168%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$945K 41,041 +8,350 +26%
WFA
24
WMG Financial Advisors
Tennessee
$864K 37,461 +4,581 +14%
CCA
25
Cottonwood Capital Advisors
Utah
$837K 36,340 -7,019 -16%
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