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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

273 hedge funds and large institutions have $2.99B invested in First Trust Enhanced Short Maturity ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 88 increasing their positions, 134 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
-9
Holders Change %
-3.19%
% of All Funds
4.81%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.44%
New
28
Increased
88
Reduced
134
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$27.2M
2
AO
Advisor OS
Illinois
$12M
3
WP
WealthSource Partners
California
$8.87M
4
FEG
Financial Enhancement Group
Indiana
$26.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$169M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$545M
2
Wells Fargo
Wells Fargo
California
$301M
3
Bank of America
Bank of America
North Carolina
$218M
4
UBS Group
UBS Group
Switzerland
$162M
5
GIA
Gladstone Institutional Advisory
Florida
$9.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFG
126
Ford Financial Group
California
$1.99M +$571K +9,518 +40%
UCI
127
Uncommon Cents Investing
Wisconsin
$1.97M -$571K -9,520 -22%
IA
128
Insight Advisors
Pennsylvania
$1.89M +$316K +5,274 +20%
BWM
129
BerganKDV Wealth Management
Minnesota
$1.85M -$105K -1,749 -5%
KPWS
130
Kestra Private Wealth Services
Texas
$1.8M -$771K -12,851 -30%
KA
131
Kovack Advisors
Florida
$1.77M +$180K +3,000 +11%
BAM
132
Bellevue Asset Management
Washington
$1.75M +$158K +2,636 +10%
ACP
133
Aveo Capital Partners
Colorado
$1.74M +$300K +5,005 +21%
EIA
134
Eldridge Investment Advisors
New Hampshire
$1.73M +$199K +3,325 +13%
22CM
135
20/20 Capital Management
California
$1.73M +$45.5K +759 +3%
FIM
136
Freedom Investment Management
Connecticut
$1.69M +$1.69M +28,104 New
IA
137
IFP Advisors
Florida
$1.64M -$1.45M -24,066 -47%
FHC
138
First Heartland Consultants
Missouri
$1.62M +$399K +6,646 +33%
LSPW
139
Lake Street Private Wealth
Illinois
$1.54M -$65.1K -1,085 -4%
FPWM
140
FSB Premier Wealth Management
Iowa
$1.49M -$6.77K -113 -0.5%
MIAN
141
Mariner Independent Advisor Network
Kansas
$1.47M +$71.1K +1,186 +5%
CFGS
142
Concourse Financial Group Securities
Alabama
$1.41M -$1.49M -24,871 -51%
RJT
143
Raymond James Trust
Florida
$1.37M +$40.4K +673 +3%
SAM
144
SignalPoint Asset Management
Missouri
$1.32M +$600K +10,006 +83%
SB
145
Strategic Blueprint
Georgia
$1.3M +$490K +8,173 +60%
AFA
146
American Financial Advisors
Georgia
$1.3M -$374K -6,230 -22%
TW
147
Towerpoint Wealth
California
$1.18M -$1.18M -19,718 -50%
NC
148
NewSquare Capital
Pennsylvania
$1.13M -$228K -3,803 -17%
IA
149
IFG Advisory
Georgia
$1.13M -$584K -9,746 -34%
CCFM
150
Clear Creek Financial Management
Washington
$1.12M +$248K +4,124 +29%
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