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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 Market Value Shares Shares
Change 		Shares
Change %
CCP
26
Cassia Capital Partners
North Carolina
$19.4M 324,316 +99,783 +44%
AC
27
Avestar Capital
New York
$18.5M 308,149 +131,275 +74%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$18M 300,381 -70,326 -19%
JIP
29
Jaffetilchin Investment Partners
Florida
$16.1M 267,836 -151,618 -36%
TNBTD
30
Trustmark National Bank Trust Department
Mississippi
$15.6M 260,831 +22,249 +9%
SWM
31
Strategic Wealth Management
Washington
$15.6M 260,331 +7,329 +3%
1W
32
1776 Wealth
Georgia
$14.7M 244,630 -10,194 -4%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$13.4M 223,548 +75,875 +51%
SFS
34
Sowell Financial Services
Arkansas
$13.4M 223,509 -31,430 -12%
CA
35
Cetera Advisors
Colorado
$13.1M 219,115 -12,577 -5%
KAS
36
Kestra Advisory Services
Texas
$12M 200,879 -152,902 -43%
AO
37
Advisor OS
Illinois
$12M 200,797 +200,797 New
HIS
38
Harvest Investment Services
Illinois
$11.9M 199,118 -38,591 -16%
SAM
39
Synergy Asset Management
Washington
$11.5M 192,290 +80,147 +71%
MML Investors Services
40
MML Investors Services
Massachusetts
$11.2M 186,211 -27,964 -13%
DI
41
DFPG Investments
Utah
$10.6M 176,821 -4,172 -2%
GIA
42
Gladstone Institutional Advisory
Florida
$9.98M 166,396 -356,654 -68%
WP
43
WealthSource Partners
California
$8.87M 147,837 +147,837 New
BCI
44
Brinker Capital Investments
Pennsylvania
$8.74M 145,692 +3,205 +2%
GCA
45
Genesee Capital Advisors
New York
$8.65M 144,186 +15,369 +12%
Truist Financial
46
Truist Financial
North Carolina
$8.41M 140,238 +16,072 +13%
First Trust Advisors
47
First Trust Advisors
Illinois
$8.21M 136,847 +15,582 +13%
Citigroup
48
Citigroup
New York
$8.13M 135,481 -20,202 -13%
SPIA
49
Steward Partners Investment Advisory
New York
$8.04M 134,137 +15,491 +13%
GSWM
50
Golden State Wealth Management
California
$7.53M 125,534 -11,271 -8%
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