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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

263 hedge funds and large institutions have $2.74B invested in First Trust Enhanced Short Maturity ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 79 increasing their positions, 136 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-10
Holders Change %
-3.66%
% of All Funds
4.59%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.31%
New
20
Increased
79
Reduced
136
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$18.4M
2
SAM
Synergy Asset Management
Washington
$18.5M
3
Renaissance Technologies
Renaissance Technologies
New York
$12.9M
4
IA
IFP Advisors
Florida
$7.61M
5
WP
WealthSource Partners
California
$13.4M

Top Sellers

1
SF
Synovus Financial
Georgia
$11.3M
2
Wells Fargo
Wells Fargo
California
$272M
3
SG
StoneX Group
New York
$8.67M
4
Morgan Stanley
Morgan Stanley
New York
$528M
5
JIP
Jaffetilchin Investment Partners
Florida
$509K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
226
Wealth Advisory Solutions
Indiana
$233K +$233K +3,890 New
PIA
227
Perennial Investment Advisors
California
$232K -$184K -3,061 -44%
OIA
228
OneDigital Investment Advisors
Kansas
$229K +$60 +1 +0%
CAM
229
Concorde Asset Management
Michigan
$225K -$19.8K -331 -8%
WIA
230
Wealthstreet Investment Advisors
Texas
$221K -$471K -7,860 -68%
PG
231
Patten Group
Tennessee
$221K -$45.8K -765 -17%
PCIA
232
Prime Capital Investment Advisors
Kansas
$221K +$221K +3,687 New
PWM
233
PRW Wealth Management
Massachusetts
$221K +$221K +3,695 New
PPP
234
Private Portfolio Partners
New Jersey
$219K – – –
CCM
235
Crabel Capital Management
California
$211K +$211K +3,516 New
DWMG
236
DB Wealth Management Group
California
$188K +$9.3K +155 +5%
FRA
237
Front Row Advisors
California
$150K – – –
SWM
238
Sugarloaf Wealth Management
Georgia
$125K +$180 +3 +0.1%
MRCM
239
M&R Capital Management
New Jersey
$124K – – –
Fifth Third Bancorp
240
Fifth Third Bancorp
Ohio
$106K +$85.1K +1,425 +408%
William Blair & Company
241
William Blair & Company
Illinois
$83K -$88.7K -1,475 -52%
SIM
242
Sonora Investment Management
Arizona
$75K +$75K +1,250 New
GEA
243
Glen Eagle Advisors
New Jersey
$73.4K – – –
FA
244
Faithward Advisors
Pennsylvania
$63K – – –
TI
245
tru Independence
Oregon
$50K +$50K +834 New
TAM
246
Tucker Asset Management
Colorado
$44.8K +$3.48K +58 +8%
PNC Financial Services Group
247
PNC Financial Services Group
Pennsylvania
$44K -$99.3K -1,643 -69%
CAPTRUST Financial Advisors
248
CAPTRUST Financial Advisors
North Carolina
$36K – – –
CFD
249
Creative Financial Designs
Indiana
$35K +$10.6K +175 +43%
CWA
250
Clearview Wealth Advisors
Oregon
$27K +$61 +1 +0.2%
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