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First Trust Enhanced Short Maturity ETF

264 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, 80 increasing their positions, 136 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.61% less ownership

Funds ownership: 61.92%61.31% (-0.61%)

4% less funds holding

Funds holding: 276264 (-12)

9% less capital invested

Capital invested by funds: $3B → $2.74B (-$259M)

31% less funds holding in top 10

Funds holding in top 10: 2618 (-8)

31% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 29

41% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 136

Holders
264
Holders Change
-12
Holders Change %
-4.35%
% of All Funds
4.6%
Holding in Top 10
18
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-30.77%
% of All Funds
0.31%
New
20
Increased
80
Reduced
136
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
276
Arkadios Wealth Advisors
Georgia
-$343K -5,724 Closed
NFG
277
Nations Financial Group
Iowa
-$337K -5,627 Closed
COF
278
Capital One Financial
Virginia
-$269K -4,484 Closed
CBN
279
Cadence Bank NA
Texas
-$249K -4,150 Closed
BFG
280
Barber Financial Group
Kansas
-$239K -3,978 Closed
MOS
281
MGO One Seven
Ohio
-$218K -3,636 Closed
SS
282
Simplicity Solutions
Minnesota
-$212K -3,543 Closed
LNC
283
Lincoln National Corp
Pennsylvania
-$203K -3,392 Closed
RIG
284
Ramiah Investment Group
Wisconsin
-$202K -3,361 Closed
EWA
285
Encompass Wealth Advisors
Oregon
-$200K -3,340 Closed
DWP
286
Destiny Wealth Partners
Florida
-$113K -1,880 Closed
BWL
287
Bogart Wealth LLC
Virginia
-$86K -1,433 Closed
SIS
288
Sound Income Strategies
Florida
-$32.5K -542 Closed
CHC
289
City Holding Co
West Virginia
-$28K -475 Closed
S
290
SignatureFD
Georgia
-$22K -375 Closed
FFC
291
Fure Financial Corporation
Minnesota
-$14K -245 Closed
FMII
292
Farmers & Merchants Investments Inc
Nebraska
-$9K -142 Closed
TRCT
293
Tower Research Capital (TRC)
New York
-$5K -83 Closed
BEI
294
Benjamin Edwards Inc
Missouri
-$3K -55 Closed
HI
295
Human Investing
Oregon
-$3K -48 Closed

FTSM Hedge Fund Activity: Q2 2021 in Review

264 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q2 2021, worth a combined $2.74B — down 8.7% from $3B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of FTSM and 20 opened new positions — a net loss of 9 holders — while 136 trimmed existing stakes and 80 added.

The largest buyer was First Trust Advisors, adding an estimated $10.2M. The largest seller was Synovus Financial, cutting an estimated $38M.

  • 264 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q2 2021, down from 276 in Q1 2021.
  • Funds reported $2.74B of First Trust Enhanced Short Maturity ETF stock for Q2 2021, down 8.7% quarter-over-quarter.
  • 20 funds opened new First Trust Enhanced Short Maturity ETF positions in Q2 2021 and 29 closed out, a net change of -9 holders.
  • The largest First Trust Enhanced Short Maturity ETF buyer in Q2 2021 was First Trust Advisors, an estimated $10.2M added.
  • The largest First Trust Enhanced Short Maturity ETF seller in Q2 2021 was Synovus Financial, an estimated $38M sold.

Based on aggregated 13F filings for Q2 2021.