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First Trust Enhanced Short Maturity ETF

73 hedge funds and large institutions have $577M invested in First Trust Enhanced Short Maturity ETF in 2017 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 10

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

36% more capital invested

Capital invested by funds: $425M → $577M (+$152M)

24% more funds holding

Funds holding: 5973 (+14)

19.8% less ownership

Funds ownership: 78.81%59.01% (-20%)

Holders
73
Holders Change
+14
Holders Change %
+23.73%
% of All Funds
1.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
23
Increased
35
Reduced
10
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC
26
Park National Corp
Ohio
$1.67M +$655K +10,914 +64%
BTS
27
BB&T Securities
Virginia
$1.67M -$4.78M -79,591 -74%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.49M +$1.02M +17,046 +217%
PAG
29
Private Advisor Group
New Jersey
$1.39M +$101K +1,685 +8%
MIAN
30
Mariner Independent Advisor Network
Kansas
$1.25M +$1.25M +20,900 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.24M +$732K +12,208 +143%
HCIA
32
Hochman Cole Investment Advisors
Illinois
$1.04M +$324K +5,407 +45%
EDRIA
33
Edmonds Duncan Registered Investment Advisors
Kansas
$1M +$1M +16,700 New
IH
34
IFC Holdings
Florida
$989K +$619K +10,314 +168%
SG
35
Strid Group
Pennsylvania
$884K +$884K +14,729 New
DADC
36
D.A. Davidson & Co
Montana
$756K +$199K +3,318 +36%
LWAC
37
Laurel Wealth Advisors (California)
California
$683K +$683K +11,385 New
BWM
38
BerganKDV Wealth Management
Minnesota
$563K +$77.7K +1,295 +16%
MHS
39
M Holdings Securities
Oregon
$554K +$209K +3,478 +60%
SG
40
StoneX Group
New York
$494K +$494K +8,239 New
SIM
41
SSI Investment Management
California
$491K +$7.26K +121 +2%
CCM
42
Coldstream Capital Management
Washington
$484K +$484K +8,062 New
CWM
43
Cornerstone Wealth Management
Missouri
$470K +$220K +3,659 +87%
FAAS
44
First Allied Advisory Services
California
$460K -$238K -3,973 -34%
VKH
45
Virtu KCG Holdings
New York
$430K +$430K +7,172 New
VAM
46
Visionary Asset Management
Texas
$403K +$403K +6,711 New
PFS
47
Prospera Financial Services
Texas
$399K +$399K +6,654 New
RA
48
RFG Advisory
Alabama
$389K -$703K -11,724 -64%
BAS
49
Brown Advisory Securities
Maryland
$372K +$42K +700 +13%
WP
50
WealthSource Partners
California
$353K +$353K +5,881 New