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First Trust S&P REIT Index Fund

58 hedge funds and large institutions have $75.4M invested in First Trust S&P REIT Index Fund in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
58
Holders Change
-4
Holders Change %
-6.45%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
24
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$20.9M +$1.53M +59,719 +8%
LPL Financial
2
LPL Financial
California
$18M +$362K +14,111 +2%
AFS
3
Aft Forsyth & Sober
Florida
$4.09M
UBS Group
4
UBS Group
Switzerland
$3.71M -$2.48M -96,711 -40%
CPIG
5
Chicago Partners Investment Group
Illinois
$3.02M -$186K -6,784 -6%
VAS
6
Vestmark Advisory Solutions
Massachusetts
$2.57M +$48K +1,868 +2%
Wells Fargo
7
Wells Fargo
California
$2.57M -$162K -6,325 -6%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.93M +$1.1M +42,823 +132%
AWM
9
AE Wealth Management
Kansas
$1.9M +$1.2M +46,813 +173%
Stifel Financial
10
Stifel Financial
Missouri
$1.55M -$510K -19,876 -25%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.41M +$862K +33,583 +157%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.24M +$6.29K +245 +0.5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$941K -$12.8K -497 -1%
Bank of America
14
Bank of America
North Carolina
$799K +$7.7K +300 +1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$794K +$38.6K +1,503 +5%
HighTower Advisors
16
HighTower Advisors
Illinois
$721K +$3.15K +123 +0.4%
CCA
17
Cottonwood Capital Advisors
Utah
$709K -$17.2K -669 -2%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$653K +$32.7K +1,273 +5%
Osaic Holdings
19
Osaic Holdings
Arizona
$594K -$427K -16,638 -42%
BCA
20
Bay Colony Advisors
Massachusetts
$591K +$11.9K +463 +2%
Ameriprise
21
Ameriprise
Minnesota
$563K +$14.6K +567 +3%
RFWA
22
RPg Family Wealth Advisory
Massachusetts
$446K +$99.2K +3,865 +29%
JIP
23
Jaffetilchin Investment Partners
Florida
$444K -$20.5K -800 -4%
Cerity Partners
24
Cerity Partners
New York
$419K +$5.62K +219 +1%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$388K -$79.4K -3,095 -17%