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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

260 hedge funds and large institutions have $2.69B invested in First Trust Enhanced Short Maturity ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 96 increasing their positions, 113 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
-3
Holders Change %
-1.14%
% of All Funds
4.57%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.28%
New
25
Increased
96
Reduced
113
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$584M
2
IPW
2
IronBridge Private Wealth
Texas
$20.2M
3
BRWM
3
B. Riley Wealth Management
Tennessee
$8.81M
4
LPL Financial
4
LPL Financial
California
$151M
5
PBF
5
Petix & Botte Financial
California
$9.96M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
HighTower Advisors
2
HighTower Advisors
Illinois
$38M
3
CCP
3
Cassia Capital Partners
North Carolina
$0
4
Bank of America
4
Bank of America
North Carolina
$195M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$1.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
101
Holloway Wealth Management
Florida
$2.1M -$1.63M – –
AWM
102
AE Wealth Management
Kansas
$2.01M +$4.62K +77 +0.2%
CCM
103
Chiron Capital Management
Florida
$2.01M -$43K -718 -2%
IAIM
104
International Assets Investment Management
Florida
$2M -$202K -3,370 -9%
CIAS
105
Capital Investment Advisory Services
North Carolina
$1.91M -$291K -4,849 -13%
BFA
106
Brendel Financial Advisors
New Hampshire
$1.84M +$70.8K +1,181 +4%
TLFA
107
True Link Financial Advisors
California
$1.83M +$1.83M +30,500 New
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$1.82M -$114K -1,895 -6%
CCM
109
Crabel Capital Management
California
$1.82M +$1.61M +26,881 +765%
KFGK
110
Keystone Financial Group (Kentucky)
Kentucky
$1.81M -$174K -2,909 -9%
US Bancorp
111
US Bancorp
Minnesota
$1.8M -$2.89M -48,228 -62%
EIA
112
Eldridge Investment Advisors
New Hampshire
$1.79M +$60K +1,000 +3%
RWM
113
Refined Wealth Management
Utah
$1.79M -$35.9K -598 -2%
UCI
114
Uncommon Cents Investing
Wisconsin
$1.77M -$69.5K -1,160 -4%
SB
115
Strategic Blueprint
Georgia
$1.73M +$188K +3,137 +12%
VWA
116
V Wealth Advisors
Kansas
$1.73M +$1.73M +28,775 New
WWM
117
Wagner Wealth Management
South Carolina
$1.67M -$562K -9,396 -25%
OC
118
Oppenheimer & Co
New York
$1.67M +$76.9K +1,283 +5%
HPM
119
Hudson Portfolio Management
New York
$1.67M -$946K -15,790 -36%
CFGS
120
Concourse Financial Group Securities
Alabama
$1.65M +$209K +3,481 +14%
JCM
121
Jacobi Capital Management
Pennsylvania
$1.65M -$136K -2,262 -8%
IWM
122
IHT Wealth Management
Illinois
$1.61M -$365K -6,088 -18%
KA
123
Kovack Advisors
Florida
$1.56M -$216K -3,608 -12%
SAM
124
SignalPoint Asset Management
Missouri
$1.5M +$178K +2,977 +13%
ACP
125
Aveo Capital Partners
Colorado
$1.4M -$59.9K -1,000 -4%
3 4
5
6 7