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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

149 hedge funds and large institutions have $1.74B invested in First Trust Enhanced Short Maturity ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 76 increasing their positions, 32 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+4
Holders Change %
+2.76%
% of All Funds
3.41%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.27%
New
24
Increased
76
Reduced
32
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$439M
2
LC
2
Lubar & Co
Wisconsin
$47.7M
3
UBS Group
3
UBS Group
Switzerland
$104M
4
SFWA
4
Summit Financial Wealth Advisors
Louisiana
$22.8M
5
Bank of America
5
Bank of America
North Carolina
$207M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$23.3M
2
PFA
2
Pinnacle Family Advisors
Missouri
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$33.2M
4
CWM
4
Cornerstone Wealth Management
Missouri
$8.27M
5
LA
5
LexAurum Advisors
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$8.62M +$8.62M +143,575 New
DLHL
27
Donald L. Hagan LLC
Florida
$8.47M -$2.82M -47,046 -25%
CWM
28
Cornerstone Wealth Management
Missouri
$8.27M -$4.76M -286,018 -37%
PNC
29
Park National Corp
Ohio
$7.93M +$4.71M +78,548 +147%
SPL
30
Smart Portfolios LLC
Washington
$7.76M +$31K +517 +0.4%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$7.64M +$2.9M +48,396 +61%
PA
32
Prism Advisors
California
$7.56M +$1.2M +20,038 +19%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$6.77M -$196K -3,259 -3%
GWM
34
Geneos Wealth Management
Colorado
$6.28M +$800K +13,338 +15%
AG
35
Advisor Group
Arizona
$6.04M -$307K -5,123 -5%
Citigroup
36
Citigroup
New York
$5.93M +$194K +3,235 +3%
SPIA
37
Steward Partners Investment Advisory
New York
$5.86M +$613K +10,215 +12%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$5.32M -$448K -7,461 -8%
IA
39
IFP Advisors
Florida
$5.2M +$914K +15,229 +21%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$5.16M +$2.14M +35,692 +71%
PWA
41
Peterson Wealth Advisors
Utah
$5.15M +$869K +14,486 +20%
HFS
42
HL Financial Services
Kentucky
$4.73M -$86.2K -1,436 -2%
GSC
43
G&S Capital
Colorado
$4.16M -$298K -4,963 -7%
SWP
44
Stratos Wealth Partners
Ohio
$4.08M +$484K +8,059 +13%
HA
45
Hays Advisory
Tennessee
$3.89M -$1.08M -17,959 -22%
WP
46
WealthPLAN Partners
Nebraska
$3.71M -$1.67M -27,825 -31%
SS
47
Simplicity Solutions
Minnesota
$3.71M +$3.71M +61,741 New
KFGK
48
Keystone Financial Group (Kentucky)
Kentucky
$3.66M +$286K +4,757 +8%
TW
49
Towerpoint Wealth
California
$2.94M +$334K +5,571 +13%
RJT
50
Raymond James Trust
Florida
$2.93M +$40K +667 +1%
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