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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

253 hedge funds and large institutions have $3.25B invested in First Trust Enhanced Short Maturity ETF in 2019 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 94 increasing their positions, 83 reducing their positions, and 19 closing their positions.

Holders
253
Holders Change
+35
Holders Change %
+16.06%
% of All Funds
5%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.51%
New
56
Increased
94
Reduced
83
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$141M
2
Truist Financial
2
Truist Financial
North Carolina
$21.2M
3
VCM
3
Vivaldi Capital Management
Illinois
$19.2M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$57.4M
5
IF
5
IRON Financial
Illinois
$11.7M

Top Sellers

1
PA
1
Planning Alternatives
Michigan
$49.6M
2
FEG
2
Financial Enhancement Group
Indiana
$7.68M
3
HIS
3
Harvest Investment Services
Illinois
$24.4M
4
Wells Fargo
4
Wells Fargo
California
$362M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$81.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FEG
51
Financial Enhancement Group
Indiana
$7.68M -$20.5M -341,456 -73%
PA
52
Prism Advisors
California
$7.63M -$65.4K -1,088 -0.8%
SCM
53
Smith Capital Management
Arkansas
$7.57M +$447K +7,438 +6%
Millennium Management
54
Millennium Management
New York
$7.54M +$4.4M +73,188 +140%
SPIA
55
Steward Partners Investment Advisory
New York
$7.18M +$1.78M +29,631 +33%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$7.16M -$6.91M -114,963 -49%
TI
57
Tidal Investments
Wisconsin
$6.98M -$246K -4,092 -3%
1NWS
58
1 North Wealth Services
Maryland
$6.95M +$253K +4,213 +4%
WCFA
59
Walkner Condon Financial Advisors
Wisconsin
$6.92M +$6.92M +115,232 New
CONA
60
Capital One National Association
New York
$6.49M +$6.49M +108,014 New
GWM
61
Geneos Wealth Management
Colorado
$6.22M -$1.32M -21,928 -17%
KFGK
62
Keystone Financial Group (Kentucky)
Kentucky
$5.91M +$1.97M +32,796 +50%
GSC
63
G&S Capital
Colorado
$5.62M -$5.85M -97,312 -51%
CAN
64
Cetera Advisor Networks
California
$5.52M -$696K -11,579 -11%
LFG
65
Larson Financial Group
Missouri
$5.05M +$1.6M +26,673 +46%
TFS
66
TrustCore Financial Services
Tennessee
$4.97M +$4.73M +78,694 +1,945%
DADC
67
D.A. Davidson & Co
Montana
$4.83M +$422K +7,019 +10%
PFS
68
Prospera Financial Services
Texas
$4.75M +$1.15M +19,073 +32%
WP
69
WealthPLAN Partners
Nebraska
$4.57M +$67.4K +1,121 +1%
WF
70
Welch & Forbes
Massachusetts
$4.49M +$2.27M +37,813 +103%
TW
71
Towerpoint Wealth
California
$4.25M -$372K -6,186 -8%
WI
72
Wintrust Investments
Illinois
$4.17M +$305K +5,082 +8%
BRWM
73
B. Riley Wealth Management
Tennessee
$3.97M +$317K +5,270 +9%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$3.79M – – –
FFC
75
Fure Financial Corporation
Minnesota
$3.76M +$3.76M +62,553 New
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