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First Trust S&P REIT Index Fund

60 hedge funds and large institutions have $90.6M invested in First Trust S&P REIT Index Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

41% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 29

53% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 17

Holders
60
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$2.28M
2 +$956K
3 +$557K
4
Cerity Partners
Cerity Partners
New York
+$397K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$377K

Top Sellers

1 -$9.54M
2 -$2.59M
3 -$1.2M
4
AWM
AE Wealth Management
Kansas
-$1.19M
5
Wells Fargo
Wells Fargo
California
-$893K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$20.9M
2
$13.1M
3
$5.48M
4
$5.4M
5
$4.12M
6
$3.83M
7
$3.64M
8
$3.06M
9
$2.92M
10
$2.91M
11
$2.77M
12
$1.6M
13
$1.37M
14
$1.31M
15
$1.22M
16
$1.08M
17
$1.08M
18
$959K
19
$886K
20
$878K
21
$867K
22
$828K
23
$825K
24
$804K
25
$785K