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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

273 hedge funds and large institutions have $2.99B invested in First Trust Enhanced Short Maturity ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 88 increasing their positions, 134 reducing their positions, and 32 closing their positions.

Holders
273
Holders Change
-9
Holders Change %
-3.19%
% of All Funds
4.81%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.44%
New
28
Increased
88
Reduced
134
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$27.2M
2
AO
2
Advisor OS
Illinois
$12M
3
WP
3
WealthSource Partners
California
$8.87M
4
FEG
4
Financial Enhancement Group
Indiana
$26.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$169M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$545M
2
Wells Fargo
2
Wells Fargo
California
$301M
3
Bank of America
3
Bank of America
North Carolina
$218M
4
UBS Group
4
UBS Group
Switzerland
$162M
5
GIA
5
Gladstone Institutional Advisory
Florida
$9.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMF
51
Sterling Manor Financial
New York
$7.5M -$1.28M -21,284 -15%
FAIM
52
Financial Advocates Investment Management
Washington
$7.49M +$97.1K +1,619 +1%
TI
53
Tidal Investments
Wisconsin
$7.15M -$994K -16,581 -12%
FWM
54
Frontier Wealth Management
Missouri
$7.05M -$7.95M -132,564 -53%
SA
55
Shilanski & Associates
Alaska
$6.97M +$2.86M +47,651 +70%
LA
56
LexAurum Advisors
Kansas
$6.96M -$2.04M -34,029 -23%
1IA
57
1834 Investment Advisors
Wisconsin
$6.91M -$5.38M -89,691 -44%
SPC
58
Sigma Planning Corp
Michigan
$6.17M -$739K -12,328 -11%
HWM
59
Holloway Wealth Management
Florida
$6.12M -$3.85M – –
Renaissance Technologies
60
Renaissance Technologies
New York
$5.99M -$4.19M -69,800 -41%
MCM
61
MAI Capital Management
Ohio
$5.99M -$262K -4,361 -4%
MIM
62
MTM Investment Management
South Carolina
$5.9M +$148K +2,469 +3%
KC
63
Kinloch Capital
Virginia
$5.9M +$683K +11,391 +13%
SWP
64
Stratos Wealth Partners
Ohio
$5.76M -$606K -10,111 -10%
NA
65
NewEdge Advisors
Louisiana
$5.72M +$470K +7,837 +9%
WF
66
Welch & Forbes
Massachusetts
$5.64M -$98.7K -1,646 -2%
SWP
67
ShoreHaven Wealth Partners
New Jersey
$5.52M +$154K +2,569 +3%
GWM
68
Geneos Wealth Management
Colorado
$5.38M -$614K -10,247 -10%
APA
69
American Portfolios Advisors
New York
$5.29M -$597K -9,957 -10%
MHS
70
M Holdings Securities
Oregon
$5.18M -$329K -5,490 -6%
SAM
71
Strategy Asset Managers
California
$5.07M +$989K +16,500 +24%
EA
72
Ellsworth Advisors
Ohio
$4.95M +$347K +5,783 +8%
IAIM
73
International Assets Investment Management
Florida
$4.72M +$2.34M +38,998 +98%
HI
74
Harbour Investments
Wisconsin
$4.61M +$4.61M +76,883 New
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$4.58M -$17K -283 -0.4%
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