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First Trust S&P REIT Index Fund

59 hedge funds and large institutions have $78.4M invested in First Trust S&P REIT Index Fund in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 5 closing their positions.

Holders
59
Holders Change
+4
Holders Change %
+7.27%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
21
Reduced
19
Closed
5
Calls
$315K
Puts
$2K
Net Calls
+$313K
Net Calls Change
+$313K
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$25.8M +$4.45M +194,844 +21%
Morgan Stanley
2
Morgan Stanley
New York
$14.2M -$1.09M -47,601 -7%
AFS
3
Aft Forsyth & Sober
Florida
$4.79M
UBS Group
4
UBS Group
Switzerland
$3.09M -$132K -5,779 -4%
Wells Fargo
5
Wells Fargo
California
$2.65M -$418K -18,279 -14%
CPIG
6
Chicago Partners Investment Group
Illinois
$2.57M +$35.3K +1,624 +1%
VAS
7
Vestmark Advisory Solutions
Massachusetts
$2.12M -$233K -10,218 -10%
Stifel Financial
8
Stifel Financial
Missouri
$1.6M +$464K +20,304 +41%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.51M +$40.2K +1,762 +3%
Citadel Advisors
10
Citadel Advisors
Florida
$1.4M +$1.04M +45,658 +291%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.37M -$101K -4,411 -7%
FIS
12
Fischer Investment Strategies
California
$1.25M -$404K -17,682 -24%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.03M +$135K +5,891 +15%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$979K +$702K +30,712 +254%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$848K -$33.6K -1,468 -4%
AWM
16
AE Wealth Management
Kansas
$770K +$60.2K +2,636 +8%
FAIM
17
Financial Advocates Investment Management
Washington
$708K +$29.6K +1,296 +4%
CCA
18
Cottonwood Capital Advisors
Utah
$679K -$45.9K -2,008 -6%
KNW
19
Kesler Norman & Wride
Utah
$657K
RJA
20
Raymond James & Associates
Florida
$645K -$35.3K -1,543 -5%
Bank of America
21
Bank of America
North Carolina
$636K -$6.24K -273 -1%
TRCT
22
Tower Research Capital (TRC)
New York
$608K +$361K +15,819 +146%
HighTower Advisors
23
HighTower Advisors
Illinois
$566K +$4K +175 +0.7%
Ameriprise
24
Ameriprise
Minnesota
$560K -$82.1K -3,594 -13%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$537K -$162K -7,092 -23%