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First Trust Enhanced Short Maturity ETF
FTSM

145 hedge funds and large institutions have $1.38B invested in First Trust Enhanced Short Maturity ETF in 2018 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 60 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 12

122% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 27

120% more funds holding in top 10

Funds holding in top 10: 5 → 11 (+6)

35% more capital invested

Capital invested by funds: $1.03B → $1.38B (+$357M)

29% more funds holding

Funds holding: 112 → 145 (+33)

1.45% more ownership

Funds ownership: 64.17% → 65.62% (+1.4%)

Holders
145
Holders Change
+33
Holders Change %
+29.46%
% of All Funds
3.32%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.25%
New
46
Increased
60
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$46.2M
2
Wells Fargo
Wells Fargo
California
+$44.8M
3
BTS
BB&T Securities
Virginia
+$43M
4
Morgan Stanley
Morgan Stanley
New York
+$28.1M
5
Bank of America
Bank of America
North Carolina
+$24.8M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$17.4M
2
HA
Hays Advisory
Tennessee
-$8.7M
3
WP
WealthPLAN Partners
Nebraska
-$1.94M
4
BCP
Blackhawk Capital Partners
Wisconsin
-$1.93M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
UR
51
USCA RIA
Texas
$2.34M +$446K +7,424 +24%
FAIM
52
Financial Advocates Investment Management
Washington
$2.17M +$1.79M +29,802 +468%
LWAC
53
Laurel Wealth Advisors (California)
California
$2.01M +$1.37M +22,907 +217%
DADC
54
D.A. Davidson & Co
Montana
$1.99M +$66.6K +1,109 +3%
VF
55
Virtu Financial
New York
$1.96M +$1.96M +32,728 New
FA
56
FDx Advisors
Illinois
$1.87M +$1.87M +31,109 New
SCA
57
Snowden Capital Advisors
New York
$1.67M -$241K -4,019 -13%
CAN
58
Cetera Advisor Networks
California
$1.62M -$2.82K -47 -0.2%
RFM
59
Royal Fund Management
Florida
$1.58M +$1.12M +18,654 +242%
FHA
60
First Horizon Advisors
Tennessee
$1.58M +$194K +3,241 +14%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$1.52M +$1.52M +25,263 New
ACP
62
Aveo Capital Partners
Colorado
$1.46M +$1.46M +24,317 New
Lido Advisors
63
Lido Advisors
California
$1.41M -$73.4K -1,223 -5%
HCIA
64
Hochman Cole Investment Advisors
Illinois
$1.32M -$208K -3,466 -14%
BRWA
65
B. Riley Wealth Advisors
Florida
$1.31M +$1.31M +21,853 New
QCIG
66
Quad-Cities Investment Group
Iowa
$1.2M +$256K +4,267 +27%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$1.13M +$1.13M +18,861 New
CA
68
Cetera Advisors
Colorado
$1.1M -$96.9K -1,615 -8%
SI
69
Stephens Inc
Arkansas
$1.02M +$1.02M +17,065 New
MMHP
70
Murphy Middleton Hinkle & Parker
Georgia
$900K – – –
WS
71
Wedbush Securities
California
$877K -$586K -9,758 -40%
CC
72
Cedar Capital
Illinois
$853K +$853K +14,211 New
WF
73
WealthTrust Fairport
Ohio
$843K -$300K -5,000 -26%
MHS
74
M Holdings Securities
Oregon
$806K -$67.7K -1,128 -8%
JCM
75
Jacobi Capital Management
Pennsylvania
$794K +$154K +2,565 +24%
1 2
3
4 5

FTSM Hedge Fund Activity: Q2 2018 in Review

145 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q2 2018, worth a combined $1.38B — up 35% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new FTSM positions and 12 closed out — a net gain of 34 holders — while 60 added to existing stakes and 27 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $46.2M. The largest seller was Stadion Money Management, exiting entirely with an estimated $17.4M sold.

  • 145 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q2 2018, up from 112 in Q1 2018.
  • Funds reported $1.38B of First Trust Enhanced Short Maturity ETF stock for Q2 2018, up 35% quarter-over-quarter.
  • 46 funds opened new First Trust Enhanced Short Maturity ETF positions in Q2 2018 and 12 closed out, a net change of +34 holders.
  • The largest First Trust Enhanced Short Maturity ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $46.2M added.
  • The largest First Trust Enhanced Short Maturity ETF seller in Q2 2018 was Stadion Money Management, an estimated $17.4M sold.

Based on aggregated 13F filings for Q2 2018.