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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

218 hedge funds and large institutions have $3.19B invested in First Trust Enhanced Short Maturity ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 105 increasing their positions, 65 reducing their positions, and 17 closing their positions.

Holders
218
Holders Change
+7
Holders Change %
+3.32%
% of All Funds
4.79%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.55%
New
25
Increased
105
Reduced
65
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$770M
2
UBS Group
2
UBS Group
Switzerland
$202M
3
HIS
3
Harvest Investment Services
Illinois
$43.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$96.4M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$52.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$235M
2
MAP
2
Milestone Advisory Partners
North Carolina
$22M
3
SPIA
3
Steward Partners Investment Advisory
New York
$5.39M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
MML Investors Services
5
MML Investors Services
Massachusetts
$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
51
Smith Capital Management
Arkansas
$7.12M -$128K -2,135 -2%
IA
52
IFP Advisors
Florida
$6.87M +$6.87M +114,218 New
1NWS
53
1 North Wealth Services
Maryland
$6.69M +$6.69M +111,383 New
AFA
54
American Financial Advisors
Georgia
$6.58M +$441K +7,336 +7%
CAN
55
Cetera Advisor Networks
California
$6.21M -$1.07M -17,803 -15%
CCFM
56
Clear Creek Financial Management
Washington
$5.8M -$845K -14,038 -13%
NA
57
NewEdge Advisors
Louisiana
$5.51M -$1.15M -19,219 -17%
GSWM
58
Golden State Wealth Management
California
$5.51M +$182K +3,025 +3%
SPIA
59
Steward Partners Investment Advisory
New York
$5.39M -$8.36M -139,265 -61%
CA
60
Cetera Advisors
Colorado
$4.74M +$747K +12,438 +19%
TW
61
Towerpoint Wealth
California
$4.62M -$46.3K -770 -1%
WP
62
WealthPLAN Partners
Nebraska
$4.5M +$63.9K +1,062 +1%
DADC
63
D.A. Davidson & Co
Montana
$4.4M +$511K +8,502 +13%
OAM
64
Oppenheimer Asset Management
New York
$4.36M +$441K +7,345 +11%
DLHL
65
Donald L. Hagan LLC
Florida
$4.26M -$317K -5,271 -7%
IAA
66
Independent Advisor Alliance
North Carolina
$4.25M – – –
KFGK
67
Keystone Financial Group (Kentucky)
Kentucky
$3.94M +$128K +2,128 +3%
WI
68
Wintrust Investments
Illinois
$3.87M +$866K +14,420 +29%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$3.79M – – –
BWCS
70
Beirne Wealth Consulting Services
Connecticut
$3.68M -$307K -5,098 -8%
BRWM
71
B. Riley Wealth Management
Tennessee
$3.65M +$2.95M +49,090 +418%
PFS
72
Prospera Financial Services
Texas
$3.6M +$750K +12,483 +26%
FHC
73
First Heartland Consultants
Missouri
$3.5M +$258K +4,291 +8%
LFG
74
Larson Financial Group
Missouri
$3.45M +$3.45M +57,410 New
IWM
75
IHT Wealth Management
Illinois
$3.24M +$228K +3,802 +8%
1 2
3
4 5