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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

211 hedge funds and large institutions have $2.97B invested in First Trust Enhanced Short Maturity ETF in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 108 increasing their positions, 58 reducing their positions, and 19 closing their positions.

Holders
211
Holders Change
+1
Holders Change %
+0.48%
% of All Funds
4.59%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.52%
New
25
Increased
108
Reduced
58
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$712M
2
Wells Fargo
2
Wells Fargo
California
$360M
3
RJA
3
Raymond James & Associates
Florida
$63.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$102M
5
ACA
5
Aptus Capital Advisors
Alabama
$16.3M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$38.1M
2
Bank of America
2
Bank of America
North Carolina
$299M
3
PAG
3
Private Advisor Group
New Jersey
$18.6M
4
FAAS
4
First Allied Advisory Services
California
$21.5M
5
BTS
5
BB&T Securities
Virginia
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
51
Tidal Investments
Wisconsin
$7.01M +$232K +3,861 +3%
GWM
52
Geneos Wealth Management
Colorado
$6.75M +$2.57M +42,875 +62%
NA
53
NewEdge Advisors
Louisiana
$6.66M +$317K +5,287 +5%
CCFM
54
Clear Creek Financial Management
Washington
$6.63M +$6.63M +110,383 New
AFA
55
American Financial Advisors
Georgia
$6.13M +$587K +9,782 +11%
Citadel Advisors
56
Citadel Advisors
Florida
$6.01M +$4.01M +66,820 +201%
SAS
57
Sage Advisory Services
Texas
$5.36M +$4.84M +80,606 +922%
GSWM
58
Golden State Wealth Management
California
$5.32M +$1.83M +30,560 +53%
BFA
59
Brendel Financial Advisors
New Hampshire
$5.11M +$47.2K +786 +0.9%
TW
60
Towerpoint Wealth
California
$4.66M -$1.84M -30,634 -28%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$4.61M +$2.03M +33,731 +79%
DLHL
62
Donald L. Hagan LLC
Florida
$4.57M -$207K -3,449 -4%
WP
63
WealthPLAN Partners
Nebraska
$4.44M +$55.8K +928 +1%
AIC
64
Archer Investment Corporation
Indiana
$4.37M +$404K +6,729 +10%
UR
65
USCA RIA
Texas
$4.16M -$1.48M -24,620 -26%
CA
66
Cetera Advisors
Colorado
$4M +$418K +6,958 +12%
BWCS
67
Beirne Wealth Consulting Services
Connecticut
$3.98M -$111K -1,843 -3%
OAM
68
Oppenheimer Asset Management
New York
$3.92M -$1.59M -26,417 -29%
DADC
69
D.A. Davidson & Co
Montana
$3.89M +$162K +2,705 +4%
BlackRock
70
BlackRock
New York
$3.89M +$3.89M +64,800 New
KFGK
71
Keystone Financial Group (Kentucky)
Kentucky
$3.81M +$54.8K +913 +1%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$3.79M – – –
IFAM
73
Institutional & Family Asset Management
Colorado
$3.76M +$559K +9,307 +17%
US Bancorp
74
US Bancorp
Minnesota
$3.72M -$141K -2,344 -4%
MHS
75
M Holdings Securities
Oregon
$3.29M +$387K +6,450 +13%
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