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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

253 hedge funds and large institutions have $3.25B invested in First Trust Enhanced Short Maturity ETF in 2019 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 94 increasing their positions, 83 reducing their positions, and 19 closing their positions.

Holders
253
Holders Change
+35
Holders Change %
+16.06%
% of All Funds
5%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.51%
New
56
Increased
94
Reduced
83
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$141M
2
Truist Financial
2
Truist Financial
North Carolina
$21.2M
3
VCM
3
Vivaldi Capital Management
Illinois
$19.2M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$57.4M
5
IF
5
IRON Financial
Illinois
$11.7M

Top Sellers

1
PA
1
Planning Alternatives
Michigan
$49.6M
2
FEG
2
Financial Enhancement Group
Indiana
$7.68M
3
HIS
3
Harvest Investment Services
Illinois
$24.4M
4
Wells Fargo
4
Wells Fargo
California
$362M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$81.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PBF
76
Petix & Botte Financial
California
$3.67M +$3.67M +61,217 New
AFA
77
American Financial Advisors
Georgia
$3.67M -$2.92M -48,533 -44%
NA
78
NewEdge Advisors
Louisiana
$3.54M -$1.97M -32,808 -36%
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$3.52M +$821K +13,657 +30%
Citadel Advisors
80
Citadel Advisors
Florida
$3.52M +$3.52M +58,521 New
WWM
81
Western Wealth Management
Colorado
$3.47M +$429K +7,132 +14%
FHC
82
First Heartland Consultants
Missouri
$3.32M -$176K -2,929 -5%
IWM
83
IHT Wealth Management
Illinois
$3.31M +$65K +1,081 +2%
SG
84
StoneX Group
New York
$3.15M +$692K +11,515 +28%
SCA
85
Snowden Capital Advisors
New York
$3.11M -$117K -1,955 -4%
CA
86
Cetera Advisors
Colorado
$3.1M -$1.65M -27,415 -35%
SFPG
87
Stonebridge Financial Planning Group
Florida
$2.98M +$2.98M +49,606 New
MHS
88
M Holdings Securities
Oregon
$2.91M -$163K -2,717 -5%
QCIG
89
Quad-Cities Investment Group
Iowa
$2.88M +$448K +7,459 +18%
PWM
90
Peterson Wealth Management
Nevada
$2.85M +$2.85M +47,319 New
US Bancorp
91
US Bancorp
Minnesota
$2.8M -$4.09K -68 -0.1%
IA
92
IFG Advisory
Georgia
$2.77M +$468K +7,783 +20%
OAM
93
Oppenheimer Asset Management
New York
$2.68M -$1.67M -27,873 -38%
ACP
94
Aveo Capital Partners
Colorado
$2.57M +$27.7K +461 +1%
MIAN
95
Mariner Independent Advisor Network
Kansas
$2.52M +$213K +3,546 +9%
CA
96
Claro Advisors
Massachusetts
$2.48M -$104K -1,737 -4%
ACI
97
Alpha Cubed Investments
California
$2.28M +$47.3K +787 +2%
HWM
98
Holloway Wealth Management
Florida
$2.23M -$1.42M – –
CA
99
Calton & Associates
Florida
$2.2M +$494K +8,220 +29%
BFA
100
Brendel Financial Advisors
New Hampshire
$2.18M -$189K -3,139 -8%
2 3
4
5 6