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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

145 hedge funds and large institutions have $1.38B invested in First Trust Enhanced Short Maturity ETF in 2018 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 60 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+33
Holders Change %
+29.46%
% of All Funds
3.32%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.25%
New
46
Increased
60
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$193M
2
BTS
2
BB&T Securities
Virginia
$52.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$270M
4
Bank of America
4
Bank of America
North Carolina
$185M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$40.6M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$0
2
HA
2
Hays Advisory
Tennessee
$4.97M
3
WP
3
WealthPLAN Partners
Nebraska
$5.38M
4
BCP
4
Blackhawk Capital Partners
Wisconsin
$483K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$494K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
76
Sigma Planning Corp
Michigan
$778K +$93.2K +1,553 +14%
IFAM
77
Institutional & Family Asset Management
Colorado
$768K +$768K +12,795 New
BWM
78
BerganKDV Wealth Management
Minnesota
$713K +$47.1K +785 +7%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$699K +$420K +7,005 +151%
CCM
80
Coldstream Capital Management
Washington
$685K -$483K -8,059 -41%
US Bancorp
81
US Bancorp
Minnesota
$670K +$670K +11,170 New
WI
82
Wintrust Investments
Illinois
$657K +$210K +3,492 +47%
WP
83
WealthSource Partners
California
$604K +$308K +5,132 +104%
MSAM
84
Moloney Securities Asset Management
Missouri
$601K +$601K +10,018 New
Millennium Management
85
Millennium Management
New York
$597K +$597K +9,955 New
WP
86
WealthShield Partners
North Carolina
$583K +$583K +9,712 New
SAM
87
Shamrock Asset Management
Texas
$581K +$550K +9,163 +1,755%
LCM
88
Logan Capital Management
Pennsylvania
$546K +$546K +9,100 New
CIAS
89
Capital Investment Advisory Services
North Carolina
$531K +$531K +8,850 New
IWM
90
IHT Wealth Management
Illinois
$503K -$65.4K -1,091 -12%
PFS
91
Prospera Financial Services
Texas
$496K +$45.7K +763 +10%
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
$494K -$1.72M -28,646 -78%
NWM
93
Northwest Wealth Management
Iowa
$491K -$252K -4,202 -34%
BCP
94
Blackhawk Capital Partners
Wisconsin
$483K -$1.93M -32,152 -80%
CCM
95
Crabel Capital Management
California
$472K -$34.9K -582 -7%
BAS
96
Brown Advisory Securities
Maryland
$432K -$90K -1,500 -17%
AC
97
AFAM Capital
Texas
$428K +$40.2K +671 +10%
RA
98
RFG Advisory
Alabama
$398K +$120K +1,994 +43%
TWM
99
Titus Wealth Management
California
$396K +$396K +6,600 New
NFG
100
Nations Financial Group
Iowa
$324K +$324K +5,400 New
2 3
4
5 6