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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 %
TI
251
tru Independence
Oregon
– -$841K -14,242 Closed
IFAM
252
Institutional & Family Asset Management
Colorado
– -$806K -13,408 Closed
HF
253
HRT Financial
New York
– -$783K -13,047 Closed
CCM
254
Coldstream Capital Management
Washington
– -$634K -10,546 Closed
STA
255
Summit Trail Advisors
New York
– -$631K -10,500 Closed
AT
256
Arden Trust
Delaware
– -$597K -9,934 Closed
LA
257
LexAurum Advisors
Kansas
– -$550K -9,161 Closed
SIG
258
Sargent Investment Group
Maryland
– -$550K -9,150 Closed
Goldman Sachs
259
Goldman Sachs
New York
– -$442K -7,357 Closed
UCMOK
260
United Capital Management of KS
Kansas
– -$439K -7,302 Closed
AP
261
Americana Partners
Texas
– -$424K -7,061 Closed
TC
262
TownSquare Capital
Utah
– -$370K -6,165 Closed
UR
263
USCA RIA
Texas
– -$365K -6,074 Closed
SWA
264
Stratos Wealth Advisors
Ohio
– -$354K -5,884 Closed
TNBTD
265
Trustmark National Bank Trust Department
Mississippi
– -$306K -5,098 Closed
AAA
266
Adams Asset Advisors
Texas
– -$299K -4,990 Closed
I
267
IberiaBank
Louisiana
– -$300K -4,989 Closed
Creative Planning
268
Creative Planning
Kansas
– -$262K -4,361 Closed
KC
269
Kingfisher Capital
North Carolina
– -$250K -4,161 Closed
FGAM
270
Financial Gravity Asset Management
Texas
– -$206K -3,432 Closed
SCA
271
Sage Capital Advisors
South Dakota
– -$200K -3,333 Closed
FMP
272
Financial Management Professionals
Texas
– -$50K -833 Closed
CTC
273
Central Trust Company
Missouri
– -$22K -366 Closed
POIA
274
Pin Oak Investment Advisors
Texas
– -$21K -355 Closed
GFPC
275
Global Financial Private Client
Florida
– -$15.9K -265 Closed
8 9 10
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