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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

236 hedge funds and large institutions have $3.11B invested in First Trust Enhanced Short Maturity ETF in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 96 increasing their positions, 95 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-17
Holders Change %
-6.72%
% of All Funds
5.21%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.55%
New
29
Increased
96
Reduced
95
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$215M
2
Jane Street
2
Jane Street
New York
$67.1M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$121M
4
WEPOG
4
Wealth Enhancement & Preservation of GA
Georgia
$37.5M
5
SF
5
Synovus Financial
Georgia
$72.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$559M
2
PA
2
Planning Alternatives
Michigan
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$99.9M
4
Wells Fargo
4
Wells Fargo
California
$326M
5
Bank of America
5
Bank of America
North Carolina
$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCG
226
Weaver Consulting Group
California
$14K – – –
BEI
227
Benjamin Edwards Inc
Missouri
$12K +$12K +207 New
CFA
228
Carroll Financial Associates
North Carolina
$7K – – –
HIA
229
Harbor Investment Advisory
Maryland
$6K +$6K +100 New
MWM
230
MBE Wealth Management
Wisconsin
$6K +$6K +107 New
Bank of Montreal
231
Bank of Montreal
Ontario, Canada
$5K -$47.5K -760 -90%
OPS
232
Orion Portfolio Solutions
Nebraska
$4K +$4K +70 New
FHA
233
Flagship Harbor Advisors
Massachusetts
$3K -$42.2K -788 -93%
LAS
234
Lloyd Advisory Services
Georgia
$2K -$621 -9 -24%
JFA
235
JNBA Financial Advisors
Minnesota
$2K – – –
AWA
236
Arkadios Wealth Advisors
Georgia
$302 – – –
PA
237
Planning Alternatives
Michigan
– -$49.6M -825,211 Closed
VCM
238
Vivaldi Capital Management
Illinois
– -$19.2M -320,292 Closed
IAA
239
Independent Advisor Alliance
North Carolina
– -$14.3M -238,151 Closed
IF
240
IRON Financial
Illinois
– -$11.7M -195,347 Closed
Millennium Management
241
Millennium Management
New York
– -$7.54M -125,526 Closed
Bank of New York Mellon
242
Bank of New York Mellon
New York
– -$7.16M -119,135 Closed
GSC
243
G&S Capital
Colorado
– -$5.62M -93,576 Closed
BRWM
244
B. Riley Wealth Management
Tennessee
– -$3.97M -66,090 Closed
Citadel Advisors
245
Citadel Advisors
Florida
– -$3.52M -58,521 Closed
OAM
246
Oppenheimer Asset Management
New York
– -$2.68M -44,666 Closed
CCFM
247
Clear Creek Financial Management
Washington
– -$2.09M -34,794 Closed
HH
248
Hilltop Holdings
Texas
– -$1.33M -22,192 Closed
GLA
249
Good Life Advisors
Pennsylvania
– -$1.06M -17,661 Closed
SAS
250
Sage Advisory Services
Texas
– -$885K -14,733 Closed
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