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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

112 hedge funds and large institutions have $1.03B invested in First Trust Enhanced Short Maturity ETF in 2018 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 49 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+10
Holders Change %
+9.8%
% of All Funds
2.57%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
26
Increased
49
Reduced
27
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$161M
2
Morgan Stanley
2
Morgan Stanley
New York
$242M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$24.7M
4
Wells Fargo
4
Wells Fargo
California
$149M
5
SMM
5
Stadion Money Management
Georgia
$17.4M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$9.71M
2
KFGK
2
Keystone Financial Group (Kentucky)
Kentucky
$3.01M
3
Jane Street
3
Jane Street
New York
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$29.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
51
First Allied Advisory Services
California
$1.13M +$534K +8,885 +90%
QCIG
52
Quad-Cities Investment Group
Iowa
$937K +$937K +15,671 New
MMHP
53
Murphy Middleton Hinkle & Parker
Georgia
$899K -$360K -6,000 -29%
MHS
54
M Holdings Securities
Oregon
$874K +$35.6K +593 +4%
MIAN
55
Mariner Independent Advisor Network
Kansas
$798K +$798K +13,324 New
CWM
56
Cornerstone Wealth Management
Missouri
$779K +$34.4K +577 +5%
NWM
57
Northwest Wealth Management
Iowa
$743K +$214K +3,569 +40%
SPC
58
Sigma Planning Corp
Michigan
$684K +$37.5K +625 +6%
BWM
59
BerganKDV Wealth Management
Minnesota
$666K +$43.3K +722 +7%
TW
60
Towerpoint Wealth
California
$665K +$665K +11,092 New
EDRIA
61
Edmonds Duncan Registered Investment Advisors
Kansas
$653K -$175K -2,915 -21%
JCM
62
Jacobi Capital Management
Pennsylvania
$640K +$400K +6,663 +166%
LWAC
63
Laurel Wealth Advisors (California)
California
$633K -$35.6K -594 -5%
TF
64
TIAA FSB
Florida
$609K +$609K +10,157 New
Citigroup
65
Citigroup
New York
$581K -$188K -3,143 -24%
IWM
66
IHT Wealth Management
Illinois
$569K +$495K +8,250 +670%
BAS
67
Brown Advisory Securities
Maryland
$522K +$30K +500 +6%
CCM
68
Crabel Capital Management
California
$507K – – –
RFM
69
Royal Fund Management
Florida
$463K +$463K +7,724 New
PFS
70
Prospera Financial Services
Texas
$451K +$138K +2,300 +44%
WI
71
Wintrust Investments
Illinois
$447K +$447K +7,454 New
FHC
72
First Heartland Consultants
Missouri
$420K +$420K +6,998 New
AC
73
AFAM Capital
Texas
$388K +$388K +6,466 New
FAIM
74
Financial Advocates Investment Management
Washington
$381K -$37.1K -620 -9%
GWM
75
Geneos Wealth Management
Colorado
$362K +$131K +2,184 +57%
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