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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

211 hedge funds and large institutions have $2.97B invested in First Trust Enhanced Short Maturity ETF in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 108 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+1
Holders Change %
+0.48%
% of All Funds
4.59%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.52%
New
25
Increased
108
Reduced
58
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$712M
2
Wells Fargo
Wells Fargo
California
$360M
3
RJA
Raymond James & Associates
Florida
$63.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$102M
5
ACA
Aptus Capital Advisors
Alabama
$16.3M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$38.1M
2
Bank of America
Bank of America
North Carolina
$299M
3
PAG
Private Advisor Group
New Jersey
$18.6M
4
FAAS
First Allied Advisory Services
California
$21.5M
5
BTS
BB&T Securities
Virginia
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
126
Coldstream Capital Management
Washington
$732K -$40.5K -675 -5%
AWA
127
Arete Wealth Advisors
Illinois
$726K +$327K +5,440 +82%
CCB
128
Cutter & Co Brokerage
Missouri
$722K -$461K -7,674 -39%
UCMOK
129
United Capital Management of KS
Kansas
$719K -$489K -8,155 -40%
AWM
130
AE Wealth Management
Kansas
$713K +$713K +11,870 New
MAS
131
Madden Advisory Services
Florida
$709K -$39.6K -660 -5%
MMHP
132
Murphy Middleton Hinkle & Parker
Georgia
$678K -$150K -2,500 -18%
CC
133
Cypress Capital
Tennessee
$639K -$300K -5,000 -32%
PAG
134
Private Advisory Group
Washington
$630K -$3.27M -54,483 -84%
KA
135
Kovack Advisors
Florida
$612K +$220K +3,671 +56%
TWM
136
Titus Wealth Management
California
$604K -$6K -100 -1%
VAG
137
VisionPoint Advisory Group
Texas
$585K +$144K +2,405 +33%
SSWM
138
Sheets Smith Wealth Management
North Carolina
$552K +$60K +1,000 +12%
SIG
139
Sargent Investment Group
Maryland
$549K – – –
LCM
140
Logan Capital Management
Pennsylvania
$546K – – –
WP
141
WealthShield Partners
North Carolina
$542K -$4.8K -80 -0.9%
WMA
142
Wealth Management Associates
New Jersey
$539K -$94K -1,565 -15%
WIA
143
Wealthstreet Investment Advisors
Texas
$526K +$30K +501 +6%
AWA
144
Acorn Wealth Advisors
Michigan
$514K +$60 +1 +0%
NFG
145
Nations Financial Group
Iowa
$510K +$81K +1,350 +19%
FFG
146
Ford Financial Group
California
$504K +$183K +3,045 +57%
OC
147
Oppenheimer & Co
New York
$435K -$376K -6,265 -46%
TC
148
TownSquare Capital
Utah
$413K -$456K -7,590 -52%
SA
149
Shilanski & Associates
Alaska
$397K +$397K +6,598 New
RAM
150
Redmond Asset Management
Virginia
$380K +$2.4K +40 +0.6%
4 5
6
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