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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 %
CCFM
101
Clear Creek Financial Management
Washington
$2.09M -$3.7M -61,551 -64%
FAIM
102
Financial Advocates Investment Management
Washington
$2.01M -$12.2M -202,791 -86%
PFA
103
Plotkin Financial Advisors
Maryland
$1.96M +$1.96M +32,674 New
IA
104
IFP Advisors
Florida
$1.9M -$4.97M -82,670 -72%
RA
105
RFG Advisory
Alabama
$1.85M -$47K -783 -2%
EIA
106
Eldridge Investment Advisors
New Hampshire
$1.8M +$12.8K +213 +0.7%
SPC
107
Sigma Planning Corp
Michigan
$1.78M -$303K -5,037 -15%
KWM
108
Kingsview Wealth Management
Oregon
$1.75M -$124K -2,066 -7%
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$1.72M +$1M +16,677 +141%
JIP
110
Jaffetilchin Investment Partners
Florida
$1.66M +$1.06M +17,709 +178%
VWA
111
V Wealth Advisors
Kansas
$1.66M – – –
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$1.66M +$602K +10,019 +57%
CFGS
113
Concourse Financial Group Securities
Alabama
$1.61M +$889K +14,792 +124%
BWM
114
BerganKDV Wealth Management
Minnesota
$1.59M +$100K +1,668 +7%
AIC
115
Ameritas Investment Company
Nebraska
$1.57M +$440K +7,327 +39%
SI
116
Stephens Inc
Arkansas
$1.57M +$540K +8,980 +53%
CA
117
Cambridge Advisors
Nebraska
$1.53M +$1.53M +25,424 New
TWM
118
Titus Wealth Management
California
$1.52M +$829K +13,800 +120%
CPIG
119
Chicago Partners Investment Group
Illinois
$1.51M +$81.3K +1,351 +6%
RJT
120
Raymond James Trust
Florida
$1.47M +$100K +1,672 +7%
UCI
121
Uncommon Cents Investing
Wisconsin
$1.44M +$1.44M +24,000 New
BRWA
122
B. Riley Wealth Advisors
Florida
$1.43M +$549K +9,142 +62%
CWM
123
Cranbrook Wealth Management
Michigan
$1.42M +$268K +4,456 +23%
HCIA
124
Hochman Cole Investment Advisors
Illinois
$1.4M -$134K -2,228 -9%
CIAS
125
Capital Investment Advisory Services
North Carolina
$1.39M +$107K +1,776 +8%
3 4
5
6 7