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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

246 hedge funds and large institutions have $3.08B invested in First Trust Enhanced Short Maturity ETF in 2020 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 112 increasing their positions, 82 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+10
Holders Change %
+4.24%
% of All Funds
5.06%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.49%
New
29
Increased
112
Reduced
82
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$195M
2
Wells Fargo
Wells Fargo
California
$372M
3
LPL Financial
LPL Financial
California
$127M
4
Osaic Holdings
Osaic Holdings
Arizona
$63.9M
5
FWM
Frontier Wealth Management
Missouri
$13.8M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$19.8M
2
Morgan Stanley
Morgan Stanley
New York
$519M
3
WEPOG
Wealth Enhancement & Preservation of GA
Georgia
$4.6M
4
SF
Synovus Financial
Georgia
$42.1M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIG
226
Kessler Investment Group
Indiana
$60K – – –
CB
227
CNB Bank
Pennsylvania
$53K – – –
GEA
228
Glen Eagle Advisors
New Jersey
$46.5K – – –
CAPTRUST Financial Advisors
229
CAPTRUST Financial Advisors
North Carolina
$36K +$36K +600 New
SIS
230
Sound Income Strategies
Florida
$32K +$178 +3 +0.6%
FHA
231
First Horizon Advisors
Tennessee
$27K -$132K -2,276 -83%
EP
232
Eudaimonia Partners
Tennessee
$25K +$60 +1 +0.2%
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$21K – – –
AF
234
Allworth Financial
California
$20K +$117 +2 +0.6%
WCG
235
Weaver Consulting Group
California
$14K – – –
RCA
236
Ranch Capital Advisors
Florida
$12K +$12K +207 New
CFA
237
Carroll Financial Associates
North Carolina
$7K – – –
HIA
238
Harbor Investment Advisory
Maryland
$6K – – –
Fidelity Investments
239
Fidelity Investments
Massachusetts
$6K +$5.89K +109 +5,450%
BEI
240
Benjamin Edwards Inc
Missouri
$5K -$6.76K -119 -57%
Bank of Montreal
241
Bank of Montreal
Ontario, Canada
$5K – – –
JFA
242
JNBA Financial Advisors
Minnesota
$3K – – –
FHA
243
Flagship Harbor Advisors
Massachusetts
$3K – – –
AF
244
Advisornet Financial
Minnesota
$2K -$48.1K -625 -96%
LAS
245
Lloyd Advisory Services
Georgia
$2K +$188 +3 +10%
TI
246
tru Independence
Oregon
$1.46K +$1.46K +55,728 New
AWA
247
Arkadios Wealth Advisors
Georgia
$308 – – –
GSWM
248
Golden State Wealth Management
California
– -$6.04M -102,316 Closed
PAG
249
Private Advisory Group
Washington
– -$2.37M -40,138 Closed
BFA
250
Brendel Financial Advisors
New Hampshire
– -$2.06M -34,866 Closed
7 8 9
10
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