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First Trust S&P REIT Index Fund
FRI

Overview Fund Activity

73 hedge funds and large institutions have $133M invested in First Trust S&P REIT Index Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+7
Holders Change %
+10.61%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
26
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TAM
1
TCP Asset Management
Ohio
$7.95M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$5.4M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$15.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.6M
5
IAA
5
Independent Advisor Alliance
North Carolina
$1.52M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$21.5M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$5.43M
3
UBS Group
3
UBS Group
Switzerland
$5.77M
4
EH
4
Equitable Holdings
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$536K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$22.6M +$390K +14,254 +2%
LPL Financial
2
LPL Financial
California
$21.5M -$16M -585,875 -43%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$15.7M +$4.43M +161,849 +39%
TAM
4
TCP Asset Management
Ohio
$7.95M +$7.95M +290,400 New
UBS Group
5
UBS Group
Switzerland
$5.77M -$3.44M -125,802 -37%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$5.43M -$4.41M -161,251 -45%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.4M +$4.76M +173,833 +742%
AFS
8
Aft Forsyth & Sober
Florida
$4.36M – – –
CA
9
Crumly & Associates
Illinois
$3.98M -$43.9K -1,604 -1%
Wells Fargo
10
Wells Fargo
California
$3.94M +$350K +12,798 +10%
CPIG
11
Chicago Partners Investment Group
Illinois
$2.84M -$9.98K -370 -0.4%
VAS
12
Vestmark Advisory Solutions
Massachusetts
$2.73M +$28.2K +1,029 +1%
Stifel Financial
13
Stifel Financial
Missouri
$2.6M -$43.4K -1,587 -2%
Raymond James Financial
14
Raymond James Financial
Florida
$2.08M +$2.08M +76,097 New
AWM
15
AE Wealth Management
Kansas
$2.08M +$21.7K +792 +1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.62M +$634K +23,176 +64%
Citadel Advisors
17
Citadel Advisors
Florida
$1.6M +$1.6M +58,408 New
IAA
18
Independent Advisor Alliance
North Carolina
$1.52M +$1.52M +55,366 New
RAS
19
RPS Advisory Solutions
Kentucky
$1.4M +$1.4M +51,206 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.35M +$41.6K +1,521 +3%
RA
21
RiverTree Advisors
Florida
$1.08M +$1.08M +39,474 New
FTUS
22
Flow Traders U.S.
New York
$1.03M +$1.03M +37,507 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$907K +$29.4K +1,072 +3%
MW
24
Maia Wealth
Colorado
$903K +$553K +19,728 +158%
VF
25
Virtu Financial
New York
$726K +$726K +26,511 New
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