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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

236 hedge funds and large institutions have $3.11B invested in First Trust Enhanced Short Maturity ETF in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 96 increasing their positions, 95 reducing their positions, and 41 closing their positions.

Holders
236
Holders Change
-17
Holders Change %
-6.72%
% of All Funds
5.21%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.55%
New
29
Increased
96
Reduced
95
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$215M
2
Jane Street
2
Jane Street
New York
$67.1M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$121M
4
WEPOG
4
Wealth Enhancement & Preservation of GA
Georgia
$37.5M
5
SF
5
Synovus Financial
Georgia
$72.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$559M
2
PA
2
Planning Alternatives
Michigan
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$99.9M
4
Wells Fargo
4
Wells Fargo
California
$326M
5
Bank of America
5
Bank of America
North Carolina
$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
51
Prism Advisors
California
$6.99M -$501K -8,492 -7%
SWP
52
Stratos Wealth Partners
Ohio
$6.79M -$1.24M -20,937 -15%
NA
53
NewEdge Advisors
Louisiana
$6.7M +$3.22M +54,560 +93%
GWM
54
Geneos Wealth Management
Colorado
$6.67M +$496K +8,324 +8%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$6.64M -$5.3M -89,750 -44%
SCM
56
Smith Capital Management
Arkansas
$6.62M -$824K -13,967 -11%
GSWM
57
Golden State Wealth Management
California
$6.04M +$6.04M +102,316 New
SPC
58
Sigma Planning Corp
Michigan
$5.88M +$4.13M +70,017 +237%
COF
59
Capital One Financial
Virginia
$5.58M +$5.58M +94,517 New
CA
60
Cetera Advisors
Colorado
$5.55M +$2.51M +42,473 +82%
DADC
61
D.A. Davidson & Co
Montana
$5.13M +$390K +6,600 +8%
CAN
62
Cetera Advisor Networks
California
$4.93M -$491K -8,314 -9%
SPIA
63
Steward Partners Investment Advisory
New York
$4.75M -$2.3M -39,031 -33%
US Bancorp
64
US Bancorp
Minnesota
$4.68M +$1.93M +32,694 +70%
WF
65
Welch & Forbes
Massachusetts
$4.35M -$54K -914 -1%
MHS
66
M Holdings Securities
Oregon
$4.16M +$1.3M +22,072 +46%
PFS
67
Prospera Financial Services
Texas
$3.99M -$676K -11,447 -14%
WI
68
Wintrust Investments
Illinois
$3.9M -$195K -3,309 -5%
IWM
69
IHT Wealth Management
Illinois
$3.86M +$613K +10,381 +19%
KFGK
70
Keystone Financial Group (Kentucky)
Kentucky
$3.86M -$1.95M -33,019 -34%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$3.79M – – –
FFC
72
Fure Financial Corporation
Minnesota
$3.71M +$20.7K +351 +0.6%
SI
73
Stephens Inc
Arkansas
$3.68M +$2.15M +36,342 +140%
WP
74
WealthPLAN Partners
Nebraska
$3.67M -$868K -14,536 -19%
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$3.59M +$134K +2,271 +4%
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3
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