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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

62 hedge funds and large institutions have $77.9M invested in First Trust S&P REIT Index Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
18
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$6.27M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$1.2M
3
Stifel Financial
Stifel Financial
Missouri
$2.09M
4
HIC
Hartline Investment Corp
Illinois
$586K
5
BCA
Bay Colony Advisors
Massachusetts
$586K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$19.6M
2
LPL Financial
LPL Financial
California
$17.8M
3
MHS
M Holdings Securities
Oregon
$0
4
Goldman Sachs
Goldman Sachs
New York
$0
5
FAIM
Financial Advocates Investment Management
Washington
$293K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$19.6M -$18.5M -711,747 -49%
LPL Financial
2
LPL Financial
California
$17.8M -$6.18M -237,811 -26%
UBS Group
3
UBS Group
Switzerland
$6.27M +$3.13M +120,506 +100%
AFS
4
Aft Forsyth & Sober
Florida
$4.14M – – –
CPIG
5
Chicago Partners Investment Group
Illinois
$2.85M -$5.62K -230 -0.2%
Wells Fargo
6
Wells Fargo
California
$2.76M -$56K -2,156 -2%
VAS
7
Vestmark Advisory Solutions
Massachusetts
$2.56M +$85.6K +3,292 +3%
Stifel Financial
8
Stifel Financial
Missouri
$2.09M +$663K +25,510 +46%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.25M -$67.1K -2,581 -5%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$1.2M +$1.2M +45,979 New
Osaic Holdings
11
Osaic Holdings
Arizona
$1.03M -$109K -4,175 -9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$966K -$165K -6,349 -15%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$842K +$262K +10,066 +45%
Bank of America
14
Bank of America
North Carolina
$801K +$156K +5,988 +24%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$765K -$20.8K -801 -3%
HighTower Advisors
16
HighTower Advisors
Illinois
$727K +$5.97K +230 +0.8%
AWM
17
AE Wealth Management
Kansas
$702K -$72.9K -2,805 -9%
Citadel Advisors
18
Citadel Advisors
Florida
$696K -$292K -11,234 -30%
CCA
19
Cottonwood Capital Advisors
Utah
$688K -$29.6K -1,217 -4%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$628K +$164K +6,325 +35%
HIC
21
Hartline Investment Corp
Illinois
$586K +$586K +22,556 New
BCA
22
Bay Colony Advisors
Massachusetts
$586K +$586K +22,556 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$555K -$63.5K -2,441 -10%
Ameriprise
24
Ameriprise
Minnesota
$555K +$1.3K +50 +0.2%
CA
25
Cetera Advisors
Colorado
$522K +$169K +6,487 +48%
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