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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

66 hedge funds and large institutions have $143M invested in First Trust S&P REIT Index Fund in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+8
Holders Change %
+13.79%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
24
Reduced
22
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$40.7M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$10.7M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$12.2M
4
UBS Group
4
UBS Group
Switzerland
$9.98M
5
CA
5
Crumly & Associates
Illinois
$4.35M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$735K
2
CCA
2
Cottonwood Capital Advisors
Utah
$633K
3
RFWA
3
RPg Family Wealth Advisory
Massachusetts
$383K
4
CPIG
4
Chicago Partners Investment Group
Illinois
$3.13M
5
RFA
5
Register Financial Advisors
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$40.7M +$19.9M +672,420 +96%
Morgan Stanley
2
Morgan Stanley
New York
$24.1M -$70.6K -2,381 -0.3%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$12.2M +$9.95M +335,530 +446%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$10.7M +$10.2M +344,381 +2,277%
UBS Group
5
UBS Group
Switzerland
$9.98M +$5.69M +191,883 +133%
AFS
6
Aft Forsyth & Sober
Florida
$4.73M – – –
CA
7
Crumly & Associates
Illinois
$4.35M +$4.35M +146,915 New
Wells Fargo
8
Wells Fargo
California
$3.89M +$923K +31,124 +31%
CPIG
9
Chicago Partners Investment Group
Illinois
$3.13M -$127K -4,284 -4%
VAS
10
Vestmark Advisory Solutions
Massachusetts
$2.92M -$46.1K -1,555 -2%
Stifel Financial
11
Stifel Financial
Missouri
$2.86M +$1.07M +36,063 +60%
AWM
12
AE Wealth Management
Kansas
$2.23M +$39K +1,315 +2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.77M +$146K +4,927 +9%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.42M -$10.5K -353 -0.7%
EH
15
Equitable Holdings
New York
$1.41M +$1.41M +47,578 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.36M +$1.36M +45,830 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.07M -$17.4K -586 -2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$950K +$33.2K +1,120 +4%
HighTower Advisors
19
HighTower Advisors
Illinois
$836K +$1.13K +38 +0.1%
BEI
20
Benjamin Edwards Inc
Missouri
$833K +$833K +28,110 New
Bank of America
21
Bank of America
North Carolina
$735K -$187K -6,323 -20%
BCA
22
Bay Colony Advisors
Massachusetts
$722K +$40.2K +1,356 +6%
Osaic Holdings
23
Osaic Holdings
Arizona
$695K +$8.24K +278 +1%
Ameriprise
24
Ameriprise
Minnesota
$649K -$504 -17 -0.1%
CCA
25
Cottonwood Capital Advisors
Utah
$633K -$186K -6,259 -23%
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