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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

273 hedge funds and large institutions have $2.99B invested in First Trust Enhanced Short Maturity ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 88 increasing their positions, 134 reducing their positions, and 32 closing their positions.

Holders
273
Holders Change
-9
Holders Change %
-3.19%
% of All Funds
4.81%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.44%
New
28
Increased
88
Reduced
134
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$27.2M
2
AO
2
Advisor OS
Illinois
$12M
3
WP
3
WealthSource Partners
California
$8.87M
4
FEG
4
Financial Enhancement Group
Indiana
$26.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$169M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$545M
2
Wells Fargo
2
Wells Fargo
California
$301M
3
Bank of America
3
Bank of America
North Carolina
$218M
4
UBS Group
4
UBS Group
Switzerland
$162M
5
GIA
5
Gladstone Institutional Advisory
Florida
$9.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
251
Sound Income Strategies
Florida
$32.5K +$60 +1 +0.2%
CHC
252
City Holding Co
West Virginia
$28K +$28K +475 New
CWA
253
Clearview Wealth Advisors
Oregon
$27K – – –
CFD
254
Creative Financial Designs
Indiana
$24K -$8.34K -140 -26%
S
255
SignatureFD
Georgia
$22K – – –
Fifth Third Bancorp
256
Fifth Third Bancorp
Ohio
$21K -$18K -299 -46%
AF
257
Allworth Financial
California
$21K +$61 +1 +0.3%
M1FG
258
Mach-1 Financial Group
Arkansas
$16K -$138K -2,335 -90%
IF
259
Ironwood Financial
Arizona
$16K – – –
FFC
260
Fure Financial Corporation
Minnesota
$14K -$14.7K -257 -51%
HI
261
Hoey Investments
Pennsylvania
$13K – – –
FMII
262
Farmers & Merchants Investments Inc
Nebraska
$9K +$9K +142 New
CFA
263
Carroll Financial Associates
North Carolina
$7K – – –
HIA
264
Harbor Investment Advisory
Maryland
$6K – – –
TRCT
265
Tower Research Capital (TRC)
New York
$5K -$6.75K -112 -57%
Bank of Montreal
266
Bank of Montreal
Ontario, Canada
$5K – – –
BA
267
Bellwether Advisors
Nebraska
$4K – – –
JFA
268
JNBA Financial Advisors
Minnesota
$4K +$1.29K +20 +48%
BEI
269
Benjamin Edwards Inc
Missouri
$3K -$14.6K -268 -83%
HI
270
Human Investing
Oregon
$3K +$3K +48 New
LAS
271
Lloyd Advisory Services
Georgia
$2K – – –
AF
272
Advisornet Financial
Minnesota
$2K – – –
SWM
273
Sugarloaf Wealth Management
Georgia
$125 -$120 -1,996 -49%
PA
274
Prism Advisors
California
– -$10.1M -168,206 Closed
CCM
275
Crabel Capital Management
California
– -$8.86M -147,503 Closed
9 10
11
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