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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

251 hedge funds and large institutions have $3.2B invested in First Trust Enhanced Short Maturity ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 127 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+5
Holders Change %
+2.03%
% of All Funds
5.08%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.51%
New
26
Increased
127
Reduced
75
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$564M
2
Bank of America
Bank of America
North Carolina
$253M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$147M
4
LPL Financial
LPL Financial
California
$156M
5
SMM
Stadion Money Management
Georgia
$20.2M

Top Sellers

1
Jane Street
Jane Street
New York
$51.3M
2
MML Investors Services
MML Investors Services
Massachusetts
$8.72M
3
Wells Fargo
Wells Fargo
California
$352M
4
BCI
Brinker Capital Investments
Pennsylvania
$8.56M
5
First Trust Advisors
First Trust Advisors
Illinois
$6.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
226
TRUE Private Wealth Advisors
Oregon
$105K – – –
APWM
227
Atlas Private Wealth Management
New York
$96K -$33K -550 -26%
BWL
228
Bogart Wealth LLC
Virginia
$86K – – –
PNC Financial Services Group
229
PNC Financial Services Group
Pennsylvania
$76K -$367K -6,115 -83%
CFD
230
Creative Financial Designs
Indiana
$66K +$603 +10 +0.9%
FFA
231
Founders Financial Alliance
North Carolina
$51K +$51K +860 New
GEA
232
Glen Eagle Advisors
New Jersey
$46.5K – – –
CAPTRUST Financial Advisors
233
CAPTRUST Financial Advisors
North Carolina
$36K – – –
SIS
234
Sound Income Strategies
Florida
$32K +$59 +1 +0.2%
IF
235
Ironwood Financial
Arizona
$29K +$29K +475 New
S
236
SignatureFD
Georgia
$23K +$23K +375 New
BEI
237
Benjamin Edwards Inc
Missouri
$22K +$16.7K +279 +317%
Fifth Third Bancorp
238
Fifth Third Bancorp
Ohio
$21K – – –
AF
239
Allworth Financial
California
$21K – – –
LWM
240
Liberty Wealth Management
California
$17K +$17K +275 New
FHA
241
Flagship Harbor Advisors
Massachusetts
$15K +$11.6K +194 +346%
WCG
242
Weaver Consulting Group
California
$14K – – –
RCA
243
Ranch Capital Advisors
Florida
$12K – – –
CFA
244
Carroll Financial Associates
North Carolina
$7K – – –
HIA
245
Harbor Investment Advisory
Maryland
$6K – – –
Bank of Montreal
246
Bank of Montreal
Ontario, Canada
$5K – – –
JFA
247
JNBA Financial Advisors
Minnesota
$3K – – –
AF
248
Advisornet Financial
Minnesota
$2K – – –
LAS
249
Lloyd Advisory Services
Georgia
$2K – – –
F
250
F3Logic
Minnesota
$1.14K +$1.14K +19 New
7 8 9
10
11