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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.

Holders
60
Holders Change
-11
Holders Change %
-15.49%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
17
Reduced
29
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$20.9M -$9.54M -397,971 -31%
LPL Financial
2
LPL Financial
California
$13.1M +$2.28M +94,898 +21%
AFS
3
Aft Forsyth & Sober
Florida
$5.48M
Wells Fargo
4
Wells Fargo
California
$5.4M -$893K -37,244 -14%
Stifel Financial
5
Stifel Financial
Missouri
$4.12M -$224K -9,330 -5%
UBS Group
6
UBS Group
Switzerland
$3.83M +$102K +4,238 +3%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$3.64M +$956K +39,851 +36%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.06M -$2.59M -108,093 -46%
CPIG
9
Chicago Partners Investment Group
Illinois
$2.92M +$113K +4,265 +4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.91M -$345K -14,405 -11%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.77M +$377K +15,714 +16%
FTUS
12
Flow Traders U.S.
New York
$1.6M +$557K +23,212 +54%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$1.37M +$260K +10,859 +23%
Citadel Advisors
14
Citadel Advisors
Florida
$1.31M -$579K -24,141 -31%
RJA
15
Raymond James & Associates
Florida
$1.22M -$169K -7,047 -12%
Ameriprise
16
Ameriprise
Minnesota
$1.09M -$308K -12,847 -22%
OC
17
Oppenheimer & Co
New York
$1.08M -$331K -13,797 -23%
Osaic Holdings
18
Osaic Holdings
Arizona
$959K -$379K -15,796 -28%
VAS
19
Vestmark Advisory Solutions
Massachusetts
$886K +$349K +14,548 +65%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$878K -$106K -4,406 -11%
Bank of America
21
Bank of America
North Carolina
$867K -$613K -25,580 -41%
TRCT
22
Tower Research Capital (TRC)
New York
$828K -$349K -14,547 -30%
AWM
23
AE Wealth Management
Kansas
$825K -$1.19M -49,646 -59%
CCA
24
Cottonwood Capital Advisors
Utah
$804K -$67.2K -2,801 -8%
Goldman Sachs
25
Goldman Sachs
New York
$785K +$217K +9,032 +38%