We are live on ! Find out more
FTSM icon

First Trust Enhanced Short Maturity ETF

210 hedge funds and large institutions have $2.91B invested in First Trust Enhanced Short Maturity ETF in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 91 increasing their positions, 58 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 23

57% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 58

9% more funds holding

Funds holding: 192210 (+18)

8% more capital invested

Capital invested by funds: $2.7B → $2.91B (+$204M)

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

0.98% less ownership

Funds ownership: 68.85%67.87% (-0.98%)

Holders
210
Holders Change
+18
Holders Change %
+9.38%
% of All Funds
4.55%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.58%
New
42
Increased
91
Reduced
58
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
101
V Wealth Advisors
Kansas
$1.66M +$1.66M +27,649 New
HCIA
102
Hochman Cole Investment Advisors
Illinois
$1.56M -$54.9K -916 -3%
FHA
103
First Horizon Advisors
Tennessee
$1.35M -$124K -2,073 -8%
FWM
104
Frontier Wealth Management
Missouri
$1.35M +$897K +14,952 +199%
BFEC
105
Benjamin F. Edwards & Company
Missouri
$1.29M +$148K +2,475 +13%
BRWA
106
B. Riley Wealth Advisors
Florida
$1.25M +$660K +10,998 +111%
UCMOK
107
United Capital Management of KS
Kansas
$1.21M +$179K +2,988 +17%
CCB
108
Cutter & Co Brokerage
Missouri
$1.18M -$401K -6,680 -25%
WP
109
WealthSource Partners
California
$1.17M +$25.8K +431 +2%
RA
110
RFG Advisory
Alabama
$1.12M +$576K +9,601 +105%
MAFM
111
Mid Atlantic Financial Management
Pennsylvania
$1.07M +$1.07M +17,779 New
CFGS
112
Concourse Financial Group Securities
Alabama
$1.06M +$155K +2,583 +17%
CPIG
113
Chicago Partners Investment Group
Illinois
$1.06M +$212K +3,536 +25%
BWM
114
BerganKDV Wealth Management
Minnesota
$1.03M +$258K +4,304 +33%
SI
115
Stephens Inc
Arkansas
$1.02M
TC
116
TownSquare Capital
Utah
$1.02M -$129K -2,158 -13%
BRWM
117
B. Riley Wealth Management
Tennessee
$990K +$300K +5,005 +44%
Lido Advisors
118
Lido Advisors
California
$976K -$438K -7,301 -31%
CC
119
Cypress Capital
Tennessee
$938K
LFAS
120
Level Four Advisory Services
Texas
$932K +$932K +15,544 New
Bank of New York Mellon
121
Bank of New York Mellon
New York
$922K +$922K +15,369 New
LWAC
122
Laurel Wealth Advisors (California)
California
$875K -$101K -1,680 -10%
GCA
123
Genesee Capital Advisors
New York
$866K -$385K -6,421 -31%
GLA
124
Good Life Advisors
Pennsylvania
$857K +$383K +6,387 +81%
LI
125
LVZ Inc
Michigan
$856K +$856K +14,279 New

FTSM Hedge Fund Activity: Q1 2019 in Review

210 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q1 2019, worth a combined $2.91B — up 7.6% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new FTSM positions and 23 closed out — a net gain of 19 holders — while 91 added to existing stakes and 58 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $87.3M. The largest seller was Flow Traders U.S., cutting an estimated $37.5M.

  • 210 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q1 2019, up from 192 in Q4 2018.
  • Funds reported $2.91B of First Trust Enhanced Short Maturity ETF stock for Q1 2019, up 7.6% quarter-over-quarter.
  • 42 funds opened new First Trust Enhanced Short Maturity ETF positions in Q1 2019 and 23 closed out, a net change of +19 holders.
  • The largest First Trust Enhanced Short Maturity ETF buyer in Q1 2019 was First Trust Advisors, an estimated $87.3M added.
  • The largest First Trust Enhanced Short Maturity ETF seller in Q1 2019 was Flow Traders U.S., an estimated $37.5M sold.

Based on aggregated 13F filings for Q1 2019.