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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

149 hedge funds and large institutions have $1.74B invested in First Trust Enhanced Short Maturity ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 76 increasing their positions, 32 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+4
Holders Change %
+2.76%
% of All Funds
3.41%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.27%
New
24
Increased
76
Reduced
32
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$439M
2
LC
2
Lubar & Co
Wisconsin
$47.7M
3
UBS Group
3
UBS Group
Switzerland
$104M
4
SFWA
4
Summit Financial Wealth Advisors
Louisiana
$22.8M
5
Bank of America
5
Bank of America
North Carolina
$207M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$23.3M
2
PFA
2
Pinnacle Family Advisors
Missouri
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$33.2M
4
CWM
4
Cornerstone Wealth Management
Missouri
$8.27M
5
LA
5
LexAurum Advisors
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
76
Institutional & Family Asset Management
Colorado
$996K +$228K +3,792 +30%
JCM
77
Jacobi Capital Management
Pennsylvania
$956K +$162K +2,695 +20%
SG
78
StoneX Group
New York
$944K +$701K +11,684 +289%
AWA
79
Acorn Wealth Advisors
Michigan
$921K +$684K +11,408 +289%
CCM
80
Coldstream Capital Management
Washington
$871K +$186K +3,093 +27%
WF
81
WealthTrust Fairport
Ohio
$843K – – –
MMHP
82
Murphy Middleton Hinkle & Parker
Georgia
$820K -$80K -1,333 -9%
WP
83
WealthSource Partners
California
$801K +$197K +3,290 +33%
BRWA
84
B. Riley Wealth Advisors
Florida
$783K -$529K -8,808 -40%
BWM
85
BerganKDV Wealth Management
Minnesota
$762K +$49K +817 +7%
LWAC
86
Laurel Wealth Advisors (California)
California
$749K -$1.26M -20,992 -63%
FWM
87
Frontier Wealth Management
Missouri
$651K +$651K +10,852 New
GFPC
88
Global Financial Private Capital
Florida
$576K +$299K +4,985 +108%
WP
89
WealthShield Partners
North Carolina
$572K -$11.1K -185 -2%
WI
90
Wintrust Investments
Illinois
$564K -$93.2K -1,553 -14%
PFS
91
Prospera Financial Services
Texas
$556K +$59.2K +986 +12%
DC
92
Davenport & Co
Virginia
$553K +$553K +9,216 New
LCM
93
Logan Capital Management
Pennsylvania
$546K – – –
RA
94
RFG Advisory
Alabama
$544K +$146K +2,434 +37%
CIAS
95
Capital Investment Advisory Services
North Carolina
$523K -$8.41K -140 -2%
CCM
96
Crabel Capital Management
California
$508K +$35.8K +597 +8%
WF
97
Welch & Forbes
Massachusetts
$503K +$190K +3,166 +61%
SWMG
98
Sanchez Wealth Management Group
Florida
$469K +$469K +7,819 New
OMC
99
Old Mission Capital
Illinois
$444K +$444K +7,398 New
GRP
100
Global Retirement Partners
California
$441K +$212K +3,529 +93%
2 3
4
5 6