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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

236 hedge funds and large institutions have $3.11B invested in First Trust Enhanced Short Maturity ETF in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 96 increasing their positions, 95 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-17
Holders Change %
-6.72%
% of All Funds
5.21%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.55%
New
29
Increased
96
Reduced
95
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$215M
2
Jane Street
Jane Street
New York
$67.1M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$121M
4
WEPOG
Wealth Enhancement & Preservation of GA
Georgia
$37.5M
5
SF
Synovus Financial
Georgia
$72.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$559M
2
PA
Planning Alternatives
Michigan
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$99.9M
4
Wells Fargo
Wells Fargo
California
$326M
5
Bank of America
Bank of America
North Carolina
$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIAN
126
Mariner Independent Advisor Network
Kansas
$1.27M -$1.2M -20,340 -49%
TWM
127
Titus Wealth Management
California
$1.25M -$249K -4,220 -17%
HCIA
128
Hochman Cole Investment Advisors
Illinois
$1.22M -$162K -2,745 -12%
HAS
129
HBW Advisory Services
California
$1.2M +$113K +1,905 +10%
CPIG
130
Chicago Partners Investment Group
Illinois
$1.19M -$302K -5,079 -20%
KA
131
Kovack Advisors
Florida
$1.15M +$463K +7,847 +67%
Lido Advisors
132
Lido Advisors
California
$1.12M +$156K +2,645 +16%
MA
133
Mutual Advisors
Nebraska
$1.12M +$1.12M +18,892 New
CWA
134
Capital Wealth Alliance
Arizona
$1.09M -$136K -2,305 -11%
AWM
135
Aprio Wealth Management
Georgia
$1.09M +$47.2K +800 +5%
AAS
136
Avantax Advisory Services
Texas
$1.01M -$68.2K -1,154 -6%
KWM
137
Kingsview Wealth Management
Oregon
$942K -$776K -13,138 -45%
RFN
138
RDA Financial Network
Iowa
$926K +$674K +11,431 +268%
BRWA
139
B. Riley Wealth Advisors
Florida
$876K -$531K -8,988 -38%
GCMG
140
Gyroscope Capital Management Group
Florida
$851K -$15.8K -268 -2%
LFAS
141
Level Four Advisory Services
Texas
$830K -$317K -5,357 -28%
MC
142
Moors & Cabot
Massachusetts
$825K -$485K -8,212 -37%
FI
143
FormulaFolio Investments
Michigan
$813K +$813K +13,768 New
WMA
144
Wealth Management Associates
New Jersey
$802K +$114K +1,931 +17%
5L
145
55I LLC
Massachusetts
$780K +$563K +9,475 +259%
AI
146
Atria Investments
North Carolina
$763K -$201K -3,409 -21%
WS
147
Wedbush Securities
California
$719K +$719K +12,187 New
FFN
148
Focus Financial Network
Minnesota
$719K +$109K +1,836 +18%
WWM
149
WT Wealth Management
Arizona
$690K +$37.5K +635 +6%
SAM
150
SignalPoint Asset Management
Missouri
$676K +$222K +2,093 +49%
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