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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

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.

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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$160M
2
HA
2
Hays Advisory
Tennessee
$30.6M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$28.5M
4
Wells Fargo
4
Wells Fargo
California
$91.6M
5
Bank of America
5
Bank of America
North Carolina
$77M

Top Sellers

1
WI
1
WBI Investments
New Jersey
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$7.13M
3
BTS
3
BB&T Securities
Virginia
$1.67M
4
CAN
4
Cetera Advisor Networks
California
$3.23M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$336K -$409K -6,817 -55%
LI
52
LVZ Inc
Michigan
$309K +$780 +13 +0.3%
UR
53
USCA RIA
Texas
$292K +$292K +4,868 New
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$275K +$275K +4,585 New
CAL
55
Capital Advisors Ltd
Ohio
$250K +$250K +4,168 New
CCMG
56
Clark Capital Management Group
Pennsylvania
$238K +$36.6K +611 +18%
Millennium Management
57
Millennium Management
New York
$221K +$221K +3,682 New
GWM
58
Geneos Wealth Management
Colorado
$185K +$9.98K +167 +6%
GRP
59
Global Retirement Partners
California
$85K -$262K -4,372 -75%
SPIA
60
Steward Partners Investment Advisory
New York
$65K +$14.8K +250 +29%
Creative Planning
61
Creative Planning
Kansas
$65K +$16.7K +279 +35%
IPC
62
Independent Portfolio Consultants
Florida
$48K +$48K +805 New
WEC
63
Winslow Evans & Crocker
Massachusetts
$41.4K +$41.4K +690 New
WA
64
WFG Advisors
Texas
$30K – – –
BTIS
65
BB&T Investment Services
North Carolina
$30K +$30K +506 New
AWM
66
Avior Wealth Management
Nebraska
$25K -$60.3K -1,006 -71%
IA
67
IFP Advisors
Florida
$25K -$59K -984 -70%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$25K +$25K +425 New
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$19K – – –
MIM
70
Macroview Investment Management
Maryland
$12K +$12K +199 New
ACM
71
Aviance Capital Management
Florida
$10K +$10K +159 New
IWM
72
IHT Wealth Management
Illinois
$49 – – –
WI
73
WBI Investments
New Jersey
– -$18.8M -312,997 Closed
Citadel Advisors
74
Citadel Advisors
Florida
– -$2.04M -34,088 Closed
CA
75
Cetera Advisors
Colorado
– -$755K -12,645 Closed
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