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First Trust S&P REIT Index Fund

61 hedge funds and large institutions have $80.8M invested in First Trust S&P REIT Index Fund in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
19
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$19.3M -$1.97M -80,753 -9%
LPL Financial
2
LPL Financial
California
$15.5M +$2.25M +92,389 +17%
AFS
3
Aft Forsyth & Sober
Florida
$4.87M -$690K -28,350 -12%
UBS Group
4
UBS Group
Switzerland
$3.65M -$241K -9,883 -6%
Wells Fargo
5
Wells Fargo
California
$3.28M -$2.21M -90,713 -40%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.96M -$145K -5,948 -5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.92M +$103K +4,222 +4%
CPIG
8
Chicago Partners Investment Group
Illinois
$2.72M +$71.8K +2,979 +3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.63M -$322K -13,231 -11%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$1.49M +$92.7K +3,808 +7%
Citadel Advisors
11
Citadel Advisors
Florida
$1.43M +$96.9K +3,981 +7%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.34M -$2.35M -96,676 -64%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$1.29M +$387K +15,899 +43%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$1.2M +$720K +29,562 +150%
RJA
15
Raymond James & Associates
Florida
$1.14M -$106K -4,339 -9%
Stifel Financial
16
Stifel Financial
Missouri
$1.08M -$3.1M -127,387 -74%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.03M +$61.6K +2,531 +6%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$824K +$32.4K +1,329 +4%
CCA
19
Cottonwood Capital Advisors
Utah
$811K -$5.5K -226 -0.7%
Goldman Sachs
20
Goldman Sachs
New York
$797K
AWM
21
AE Wealth Management
Kansas
$766K -$72K -2,957 -9%
FAIM
22
Financial Advocates Investment Management
Washington
$741K +$89.8K +3,687 +14%
Bank of America
23
Bank of America
North Carolina
$737K -$144K -5,923 -16%
Ameriprise
24
Ameriprise
Minnesota
$727K -$365K -15,102 -33%
KNW
25
Kesler Norman & Wride
Utah
$700K -$14.3K -589 -2%