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First Trust Enhanced Short Maturity ETF

102 hedge funds and large institutions have $885M invested in First Trust Enhanced Short Maturity ETF in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 44 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

580% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 5

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

175% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 16

40% more funds holding

Funds holding: 73102 (+29)

32% more capital invested

Capital invested by funds: $669M → $885M (+$216M)

19.03% more ownership

Funds ownership: 58.41%77.44% (+19%)

Holders
102
Holders Change
+29
Holders Change %
+39.73%
% of All Funds
2.31%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.14%
New
34
Increased
44
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MHS
51
M Holdings Securities
Oregon
$838K +$77K +1,283 +10%
EDRIA
52
Edmonds Duncan Registered Investment Advisors
Kansas
$827K -$174K -2,900 -17%
Citigroup
53
Citigroup
New York
$770K +$226K +3,770 +42%
CWM
54
Cornerstone Wealth Management
Missouri
$747K +$253K +4,216 +51%
UR
55
USCA RIA
Texas
$690K +$398K +6,636 +136%
LWAC
56
Laurel Wealth Advisors (California)
California
$669K -$463K -7,718 -41%
SPC
57
Sigma Planning Corp
Michigan
$647K +$648K +10,787 New
BWM
58
BerganKDV Wealth Management
Minnesota
$623K -$32K -533 -5%
FAAS
59
First Allied Advisory Services
California
$592K +$284K +4,735 +93%
NWM
60
Northwest Wealth Management
Iowa
$529K +$530K +8,824 New
SIM
61
SSI Investment Management
California
$519K
RA
62
RFG Advisory
Alabama
$516K +$126K +2,096 +32%
CCM
63
Crabel Capital Management
California
$507K +$508K +8,457 New
Baird Financial Group
64
Baird Financial Group
Wisconsin
$506K +$506K +8,429 New
BAS
65
Brown Advisory Securities
Maryland
$492K
FAIM
66
Financial Advocates Investment Management
Washington
$419K +$419K +6,982 New
VAM
67
Visionary Asset Management
Texas
$325K -$31.2K -520 -9%
SCA
68
Snowden Capital Advisors
New York
$322K +$322K +5,361 New
SF
69
Synovus Financial
Georgia
$321K
CCB
70
Cutter & Co Brokerage
Missouri
$315K +$315K +5,251 New
PFS
71
Prospera Financial Services
Texas
$312K +$53.3K +888 +21%
SPIA
72
Steward Partners Investment Advisory
New York
$304K +$190K +3,169 +166%
Lido Advisors
73
Lido Advisors
California
$297K
CF
74
Centaurus Financial
California
$285K +$286K +4,757 New
WP
75
WealthSource Partners
California
$270K -$111K -1,843 -29%