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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

253 hedge funds and large institutions have $3.25B invested in First Trust Enhanced Short Maturity ETF in 2019 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 94 increasing their positions, 83 reducing their positions, and 19 closing their positions.

Holders
253
Holders Change
+35
Holders Change %
+16.06%
% of All Funds
5%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.51%
New
56
Increased
94
Reduced
83
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$141M
2
Truist Financial
2
Truist Financial
North Carolina
$21.2M
3
VCM
3
Vivaldi Capital Management
Illinois
$19.2M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$57.4M
5
IF
5
IRON Financial
Illinois
$11.7M

Top Sellers

1
PA
1
Planning Alternatives
Michigan
$49.6M
2
FEG
2
Financial Enhancement Group
Indiana
$7.68M
3
HIS
3
Harvest Investment Services
Illinois
$24.4M
4
Wells Fargo
4
Wells Fargo
California
$362M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$81.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
26
Csenge Advisory Group
Florida
$22.6M -$841K -13,994 -4%
PAG
27
Private Advisor Group
New Jersey
$21.3M -$3.74M -62,200 -15%
Truist Financial
28
Truist Financial
North Carolina
$21.2M +$21.2M +352,409 New
MML Investors Services
29
MML Investors Services
Massachusetts
$19.8M -$813K -13,532 -4%
VCM
30
Vivaldi Capital Management
Illinois
$19.2M +$19.2M +320,292 New
ACA
31
Aptus Capital Advisors
Alabama
$19.2M +$75K +1,249 +0.4%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$17.8M +$6.25M +104,398 +54%
AG
33
Advisor Group
Arizona
$15.7M +$644K +10,714 +4%
SPL
34
Smart Portfolios LLC
Washington
$15M -$263K -4,369 -2%
IAA
35
Independent Advisor Alliance
North Carolina
$14.3M +$10.1M +167,391 +237%
Citigroup
36
Citigroup
New York
$14M +$588K +9,787 +4%
PNC
37
Park National Corp
Ohio
$13.8M +$1.79M +29,864 +15%
SFS
38
Sowell Financial Services
Arkansas
$13.5M -$1.13M -18,796 -8%
ACA
39
Ascension Capital Advisors
Texas
$13.4M +$13.4M +222,630 New
DI
40
DFPG Investments
Utah
$12.6M +$10M +166,274 +385%
ASN
41
Advisory Services Network
Georgia
$12.3M -$306K -5,087 -2%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$12.1M +$3.15M +52,405 +35%
IF
43
IRON Financial
Illinois
$11.7M +$11.7M +195,347 New
BFG
44
Barber Financial Group
Kansas
$10.2M +$2.37M +39,436 +30%
APA
45
American Portfolios Advisors
New York
$9.36M +$233K +3,871 +3%
1W
46
1776 Wealth
Georgia
$8.91M +$8.91M +148,311 New
1IA
47
1834 Investment Advisors
Wisconsin
$8.78M +$417K +6,943 +5%
GCA
48
Genesee Capital Advisors
New York
$8.52M +$7.39M +122,981 +651%
AWM
49
Adams Wealth Management
Utah
$8.23M +$8.23M +136,973 New
SWP
50
Stratos Wealth Partners
Ohio
$8.17M -$1.03M -17,067 -11%
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