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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 %
FHA
126
Flagship Harbor Advisors
Massachusetts
$160K -$24.4K -407 -13%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$141K -$152K -2,548 -52%
APA
128
American Portfolios Advisors
New York
$118K -$4.8K -80 -4%
TPWA
129
TRUE Private Wealth Advisors
Oregon
$105K +$105K +1,750 New
William Blair & Company
130
William Blair & Company
Illinois
$92K +$3.08K +51 +3%
FMP
131
Financial Management Professionals
Texas
$50K – – –
SWM
132
SeaCrest Wealth Management
New York
$37K +$120 +2 +0.3%
SIS
133
Sound Income Strategies
Florida
$31K +$179 +3 +0.6%
CWA
134
Clarus Wealth Advisors
Arizona
$30K – – –
OIA
135
OneDigital Investment Advisors
Kansas
$30K +$16.6K +274 +123%
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$21K – – –
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$21K +$21K +348 New
CAL
138
Capital Advisors Ltd
Ohio
$20K – – –
WAP
139
Wealthcare Advisory Partners
Pennsylvania
$18K – – –
FGAM
140
Financial Gravity Asset Management
Texas
$9K -$7.97K -132 -47%
RCAG
141
Rehmann Capital Advisory Group
Michigan
$8.78K +$60 +1 +0.7%
GI
142
Gradient Investments
Minnesota
$8K +$8K +129 New
CFD
143
Creative Financial Designs
Indiana
$6K – – –
DAM
144
Delta Asset Management
Tennessee
$4K – – –
AF
145
Advisornet Financial
Minnesota
$2K – – –
PFGIA
146
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
IAS
147
IMA Advisory Services
Colorado
$1K +$1K +15 New
PFA
148
Pinnacle Family Advisors
Missouri
– -$24M -400,000 Closed
LA
149
LexAurum Advisors
Kansas
– -$4.01M -66,797 Closed
VF
150
Virtu Financial
New York
– -$1.96M -32,728 Closed
3 4 5
6
7