First Trust S&P REIT Index Fund
FRI
FRI
60 hedge funds and large institutions have $120M invested in First Trust S&P REIT Index Fund in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less capital invested
Capital invested by funds: $ → $
less funds holding
Funds holding: →
5.33% less ownership
Funds ownership: 80.23% → 74.89% (-5.3%)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
Holders
60
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$1.4M | |
| 2 | +$1.25M | |
| 3 | +$957K | |
| 4 |
Morgan Stanley
New York
|
+$650K |
| 5 |
TAM
TCP Asset Management
Columbus,
Ohio
|
+$619K |
Top Sellers
| 1 | -$5.41M | |
| 2 | -$2.29M | |
| 3 | -$2.24M | |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.44M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.21M |
