FTSM icon

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 %
BAS
101
Brown Advisory Securities
Maryland
$432K – – –
Millennium Management
102
Millennium Management
New York
$431K -$166K -2,771 -28%
NWM
103
Northwest Wealth Management
Iowa
$405K -$87.1K -1,450 -18%
TWM
104
Titus Wealth Management
California
$396K – – –
CFGS
105
Concourse Financial Group Securities
Alabama
$372K +$372K +6,199 New
SSWM
106
Sheets Smith Wealth Management
North Carolina
$372K +$372K +6,200 New
SMC
107
Smith, Moore & Co
Missouri
$371K +$165K +2,752 +80%
NFG
108
Nations Financial Group
Iowa
$360K +$36K +600 +11%
GLA
109
Good Life Advisors
Pennsylvania
$340K +$340K +5,687 New
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$325K -$1.19M -19,852 -79%
WCM
111
Weatherstone Capital Management
Colorado
$325K +$54.9K +915 +20%
JIP
112
Jaffetilchin Investment Partners
Florida
$300K +$300K +5,000 New
WWM
113
Wagner Wealth Management
South Carolina
$298K +$51.5K +858 +21%
MAS
114
Madden Advisory Services
Florida
$294K +$85.5K +1,430 +41%
RAM
115
Redmond Asset Management
Virginia
$293K +$293K +4,885 New
CPIG
116
Chicago Partners Investment Group
Illinois
$289K +$289K +4,815 New
AWM
117
Aries Wealth Management
Maine
$288K – – –
AW
118
ACG Wealth
Georgia
$254K +$1.5K +25 +0.6%
CIA
119
Capital Investment Advisors
Georgia
$254K +$254K +4,231 New
WS
120
Wedbush Securities
California
$238K -$638K -10,652 -73%
WIA
121
Wealthstreet Investment Advisors
Texas
$216K +$216K +3,600 New
OC
122
Oppenheimer & Co
New York
$215K +$541 +9 +0.3%
CAM
123
Concorde Asset Management
Michigan
$215K +$215K +3,579 New
CWP
124
Capital Wealth Planning
Florida
$210K +$210K +3,496 New
CCA
125
Catalyst Capital Advisors
New York
$180K -$42K -700 -19%
3 4
5
6 7