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First Trust Enhanced Short Maturity ETF
FTSM

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

283% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 12

122% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 27

120% more funds holding in top 10

Funds holding in top 10: 5 → 11 (+6)

35% more capital invested

Capital invested by funds: $1.03B → $1.38B (+$357M)

29% more funds holding

Funds holding: 112 → 145 (+33)

1.45% more ownership

Funds ownership: 64.17% → 65.62% (+1.4%)

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
CWM
Cornerstone Wealth Management
Missouri
+$46.2M
2
Wells Fargo
Wells Fargo
California
+$44.8M
3
BTS
BB&T Securities
Virginia
+$43M
4
Morgan Stanley
Morgan Stanley
New York
+$28.1M
5
Bank of America
Bank of America
North Carolina
+$24.8M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$17.4M
2
HA
Hays Advisory
Tennessee
-$8.7M
3
WP
WealthPLAN Partners
Nebraska
-$1.94M
4
BCP
Blackhawk Capital Partners
Wisconsin
-$1.93M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
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 -$484K -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 -$65.5K -1,091 -12%
PFS
91
Prospera Financial Services
Texas
$496K +$45.8K +763 +10%
JP Morgan Chase
92
JP Morgan Chase
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 +$40.3K +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

FTSM Hedge Fund Activity: Q2 2018 in Review

145 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q2 2018, worth a combined $1.38B — up 35% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new FTSM positions and 12 closed out — a net gain of 34 holders — while 60 added to existing stakes and 27 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $46.2M. The largest seller was Stadion Money Management, exiting entirely with an estimated $17.4M sold.

  • 145 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q2 2018, up from 112 in Q1 2018.
  • Funds reported $1.38B of First Trust Enhanced Short Maturity ETF stock for Q2 2018, up 35% quarter-over-quarter.
  • 46 funds opened new First Trust Enhanced Short Maturity ETF positions in Q2 2018 and 12 closed out, a net change of +34 holders.
  • The largest First Trust Enhanced Short Maturity ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $46.2M added.
  • The largest First Trust Enhanced Short Maturity ETF seller in Q2 2018 was Stadion Money Management, an estimated $17.4M sold.

Based on aggregated 13F filings for Q2 2018.