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First Trust Enhanced Short Maturity ETF
FTSM
FTSM
73 hedge funds and large institutions have $669M invested in First Trust Enhanced Short Maturity ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 17 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
112% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 17
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
16% more capital invested
Capital invested by funds: $577M → $669M (+$92.3M)
0% more funds holding
Funds holding: 73 → 73 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.6% less ownership
Funds ownership: 59.01% → 58.41% (-0.6%)
Holders
73
Holders Change
–
Holders Change %
0%
% of All Funds
1.82%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
36
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$22.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$18.4M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$16.7M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$14.2M |
| 5 |
Morgan Stanley
New York
|
+$13.8M |
Top Sellers
| 1 |
PFA
Pinnacle Family Advisors
Springfield,
Missouri
|
-$18.9M |
| 2 |
LPL Financial
San Diego,
California
|
-$9.44M |
| 3 |
HA
Hays Advisory
Franklin,
Tennessee
|
-$8.57M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$2.18M |
| 5 |
SI
SII Investments
Appleton,
Wisconsin
|
-$1.38M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCMG
76
Clark Capital Management Group
Philadelphia,
Pennsylvania
| – | -$238K | -3,974 | Closed |
|
77
Creative Planning
Overland Park,
Kansas
| – | -$65K | -1,084 | Closed |
|
|
WEC
78
Winslow Evans & Crocker
Boston,
Massachusetts
| – | -$41.4K | -690 | Closed |
|
|
AWM
79
Avior Wealth Management
Omaha,
Nebraska
| – | -$25K | -417 | Closed |
|
|
PFGIA
80
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$19K | -317 | Closed |
|
|
ACM
81
Aviance Capital Management
Sarasota,
Florida
| – | -$10K | -159 | Closed |
|