We are live on ! Find out more
FTSM icon

First Trust Enhanced Short Maturity ETF

264 hedge funds and large institutions have $2.74B invested in First Trust Enhanced Short Maturity ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 136 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.61% less ownership

Funds ownership: 61.92%61.31% (-0.61%)

4% less funds holding

Funds holding: 276264 (-12)

9% less capital invested

Capital invested by funds: $3B → $2.74B (-$259M)

31% less funds holding in top 10

Funds holding in top 10: 2618 (-8)

31% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 29

41% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 136

Holders
264
Holders Change
-12
Holders Change %
-4.35%
% of All Funds
4.6%
Holding in Top 10
18
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-30.77%
% of All Funds
0.31%
New
20
Increased
80
Reduced
136
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
51
Frontier Wealth Management
Missouri
$6.26M -$782K -13,043 -11%
AC
52
Avestar Capital
New York
$6.25M -$12.2M -203,977 -66%
SWP
53
ShoreHaven Wealth Partners
New Jersey
$5.99M +$474K +7,912 +9%
WF
54
Welch & Forbes
Massachusetts
$5.95M +$313K +5,212 +6%
Citigroup
55
Citigroup
New York
$5.93M -$2.19M -36,578 -27%
MIM
56
MTM Investment Management
South Carolina
$5.88M -$14.9K -249 -0.3%
NA
57
NewEdge Advisors
Louisiana
$5.87M +$145K +2,419 +3%
MCM
58
MAI Capital Management
Ohio
$5.74M -$243K -4,055 -4%
CAN
59
Cetera Advisor Networks
California
$5.39M +$2.94M +49,047 +120%
MHS
60
M Holdings Securities
Oregon
$5.08M -$95.7K -1,596 -2%
FAIM
61
Financial Advocates Investment Management
Washington
$5.07M -$2.42M -40,375 -32%
SAM
62
Strategy Asset Managers
California
$5.07M
EA
63
Ellsworth Advisors
Ohio
$4.86M -$87.2K -1,454 -2%
KC
64
Kinloch Capital
Virginia
$4.83M -$1.07M -17,817 -18%
SG
65
Strid Group
Pennsylvania
$4.74M +$456K +7,604 +11%
US Bancorp
66
US Bancorp
Minnesota
$4.69M +$131K +2,185 +3%
APA
67
American Portfolios Advisors
New York
$4.68M -$605K -10,083 -11%
PBF
68
Petix & Botte Financial
California
$4.47M +$301K +5,016 +7%
WP
69
WealthPLAN Partners
Nebraska
$4.46M +$76.1K +1,269 +2%
SPC
70
Sigma Planning Corp
Michigan
$4.33M -$1.84M -30,628 -30%
JP Morgan Chase
71
JP Morgan Chase
New York
$4.32M -$259K -4,322 -6%
GWM
72
Geneos Wealth Management
Colorado
$4.32M -$1.06M -17,653 -20%
SI
73
Stephens Inc
Arkansas
$4.27M -$113K -1,892 -3%
SCA
74
Snowden Capital Advisors
New York
$4.24M +$487K +8,114 +13%
WWM
75
WT Wealth Management
Arizona
$4.2M +$568K +9,466 +16%

FTSM Hedge Fund Activity: Q2 2021 in Review

264 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q2 2021, worth a combined $2.74B — down 8.7% from $3B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of FTSM and 20 opened new positions — a net loss of 9 holders — while 136 trimmed existing stakes and 80 added.

The largest buyer was First Trust Advisors, adding an estimated $10.2M. The largest seller was Synovus Financial, cutting an estimated $38M.

  • 264 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q2 2021, down from 276 in Q1 2021.
  • Funds reported $2.74B of First Trust Enhanced Short Maturity ETF stock for Q2 2021, down 8.7% quarter-over-quarter.
  • 20 funds opened new First Trust Enhanced Short Maturity ETF positions in Q2 2021 and 29 closed out, a net change of -9 holders.
  • The largest First Trust Enhanced Short Maturity ETF buyer in Q2 2021 was First Trust Advisors, an estimated $10.2M added.
  • The largest First Trust Enhanced Short Maturity ETF seller in Q2 2021 was Synovus Financial, an estimated $38M sold.

Based on aggregated 13F filings for Q2 2021.