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First Trust S&P REIT Index Fund

58 hedge funds and large institutions have $99M invested in First Trust S&P REIT Index Fund in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
11
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$38.5M +$22.2M +845,353 +136%
LPL Financial
2
LPL Financial
California
$24.2M -$5.37M -204,516 -18%
AFS
3
Aft Forsyth & Sober
Florida
$4.18M -$1.31M -50,000 -24%
UBS Group
4
UBS Group
Switzerland
$3.17M -$371K -14,140 -10%
CPIG
5
Chicago Partners Investment Group
Illinois
$2.95M -$36.7K -1,456 -1%
Wells Fargo
6
Wells Fargo
California
$2.85M -$201K -7,666 -7%
VAS
7
Vestmark Advisory Solutions
Massachusetts
$2.49M +$55.9K +2,129 +2%
Stifel Financial
8
Stifel Financial
Missouri
$1.44M -$393K -14,959 -21%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.33M -$247K -9,431 -16%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.15M -$34.4K -1,312 -3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.14M -$590K -22,490 -34%
Citadel Advisors
12
Citadel Advisors
Florida
$997K -$613K -23,359 -38%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$793K -$180K -6,869 -19%
CCA
14
Cottonwood Capital Advisors
Utah
$774K -$5.85K -223 -0.8%
AWM
15
AE Wealth Management
Kansas
$758K -$98.9K -3,886 -12%
HighTower Advisors
16
HighTower Advisors
Illinois
$728K +$78.6K +3,000 +12%
FAIM
17
Financial Advocates Investment Management
Washington
$663K -$150K -5,730 -18%
Bank of America
18
Bank of America
North Carolina
$652K -$78.8K -3,002 -11%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$625K +$60.1K +2,292 +11%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$586K -$31.1K -1,185 -5%
MHS
21
M Holdings Securities
Oregon
$579K
Ameriprise
22
Ameriprise
Minnesota
$559K -$83.8K -3,195 -13%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$514K -$45.8K -1,746 -8%
JIP
24
Jaffetilchin Investment Partners
Florida
$505K +$157K +5,991 +45%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$468K +$39.3K +1,498 +9%