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First Trust S&P REIT Index Fund

66 hedge funds and large institutions have $122M invested in First Trust S&P REIT Index Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-7
Holders Change %
-9.59%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
5
Increased
18
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$23.4M +$1.77M +64,377 +8%
Morgan Stanley
2
Morgan Stanley
New York
$20M -$2.74M -99,554 -12%
AFS
3
Aft Forsyth & Sober
Florida
$15.4M +$10.4M +328,600 +206%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$14.4M -$1.33M -48,220 -8%
TAM
5
TCP Asset Management
Ohio
$8.29M +$303K +11,013 +4%
Wells Fargo
6
Wells Fargo
California
$4.53M +$576K +20,937 +15%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.24M -$1.18M -43,018 -22%
BEI
8
Benjamin Edwards Inc
Missouri
$3.72M +$3.07M +111,433 +468%
UBS Group
9
UBS Group
Switzerland
$3.66M -$2.14M -77,703 -37%
CPIG
10
Chicago Partners Investment Group
Illinois
$2.45M -$400K -14,779 -14%
AWM
11
AE Wealth Management
Kansas
$2.15M +$62.5K +2,271 +3%
Raymond James Financial
12
Raymond James Financial
Florida
$1.9M -$197K -7,151 -9%
Stifel Financial
13
Stifel Financial
Missouri
$1.54M -$1.08M -39,087 -41%
Citadel Advisors
14
Citadel Advisors
Florida
$1.42M -$189K -6,881 -12%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.26M -$371K -13,502 -23%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.03M -$329K -11,947 -24%
MW
17
Maia Wealth
Colorado
$976K +$144K +5,592 +17%
CI
18
CX Institutional
Indiana
$797K +$797K +28,964 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$795K +$257K +9,328 +48%
Bank of America
20
Bank of America
North Carolina
$784K +$92.1K +3,348 +13%
Ameriprise
21
Ameriprise
Minnesota
$637K +$58.6K +2,131 +10%
BCA
22
Bay Colony Advisors
Massachusetts
$596K -$3.4K -125 -0.6%
HighTower Advisors
23
HighTower Advisors
Illinois
$543K +$330 +12 +0.1%
CCA
24
Cottonwood Capital Advisors
Utah
$530K -$29.2K -1,061 -5%
JIP
25
Jaffetilchin Investment Partners
Florida
$473K -$23K -835 -5%