First Trust S&P REIT Index Fund
FRI
FRI
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.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
less ownership
Funds ownership: →
27% less capital invested
Capital invested by funds: $143M → $105M (-$38M)
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $36K
Holders
71
Holding in Top 10
1
Calls
–
Puts
$36K
Top Buyers
| 1 | +$1.07M | |
| 2 | +$845K | |
| 3 | +$835K | |
| 4 |
KNW
Kesler Norman & Wride
Ogden,
Utah
|
+$662K |
| 5 |
OBWG
Onyx Bridge Wealth Group
Tarrytown,
New York
|
+$635K |
Top Sellers
| 1 | -$13M | |
| 2 | -$9.77M | |
| 3 | -$2.71M | |
| 4 |
RA
RiverTree Advisors
Winter Park,
Florida
|
-$1.64M |
| 5 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$631K |