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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

260 hedge funds and large institutions have $2.69B invested in First Trust Enhanced Short Maturity ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 96 increasing their positions, 113 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
-3
Holders Change %
-1.14%
% of All Funds
4.57%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.28%
New
25
Increased
96
Reduced
113
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$584M
2
IPW
IronBridge Private Wealth
Texas
$20.2M
3
BRWM
B. Riley Wealth Management
Tennessee
$8.81M
4
LPL Financial
LPL Financial
California
$151M
5
PBF
Petix & Botte Financial
California
$9.96M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
HighTower Advisors
HighTower Advisors
Illinois
$38M
3
CCP
Cassia Capital Partners
North Carolina
$0
4
Bank of America
Bank of America
North Carolina
$195M
5
Renaissance Technologies
Renaissance Technologies
New York
$1.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
226
Concorde Asset Management
Michigan
$227K +$1.62K +27 +0.7%
MAP
227
Milestone Advisory Partners
North Carolina
$224K -$53.4K -890 -19%
PCIA
228
Prime Capital Investment Advisors
Kansas
$221K – – –
AWM
229
Apollon Wealth Management
South Carolina
$218K +$218K +3,630 New
VA
230
Valmark Advisers
Ohio
$214K +$214K +3,574 New
WAS
231
Wealth Advisory Solutions
Indiana
$209K -$24.4K -407 -10%
DWMG
232
DB Wealth Management Group
California
$188K – – –
BFEC
233
Benjamin F. Edwards & Company
Missouri
$174K -$174K -2,911 -50%
PA
234
PSI Advisors
Florida
$160K +$160K +2,669 New
FRA
235
Front Row Advisors
California
$150K – – –
William Blair & Company
236
William Blair & Company
Illinois
$143K +$60.1K +1,000 +72%
TAM
237
Tucker Asset Management
Colorado
$139K +$93.9K +1,568 +210%
SWM
238
Sugarloaf Wealth Management
Georgia
$125K +$120 +2 +0.1%
MRCM
239
M&R Capital Management
New Jersey
$118K -$5.98K -100 -5%
DWP
240
Destiny Wealth Partners
Florida
$113K +$113K +1,880 New
BAM
241
Belpointe Asset Management
Nevada
$104K +$104K +1,742 New
SIM
242
Sonora Investment Management
Arizona
$75K – – –
GEA
243
Glen Eagle Advisors
New Jersey
$73.4K – – –
FGAM
244
Financial Gravity Asset Management
Texas
$60K +$60K +123 New
CFD
245
Creative Financial Designs
Indiana
$54K +$19.6K +330 +57%
PNC Financial Services Group
246
PNC Financial Services Group
Pennsylvania
$44K – – –
CAPTRUST Financial Advisors
247
CAPTRUST Financial Advisors
North Carolina
$36K – – –
CWA
248
Clearview Wealth Advisors
Oregon
$27K +$61 +1 +0.2%
AF
249
Allworth Financial
California
$21K – – –
IF
250
Ironwood Financial
Arizona
$16K – – –
8 9
10
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