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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

192 hedge funds and large institutions have $2.7B invested in First Trust Enhanced Short Maturity ETF in 2018 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 85 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+43
Holders Change %
+28.86%
% of All Funds
4.28%
Holding in Top 10
26
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+116.67%
% of All Funds
0.58%
New
57
Increased
85
Reduced
37
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$225M
2
Wells Fargo
Wells Fargo
California
+$118M
3
Bank of America
Bank of America
North Carolina
+$114M
4
UBS Group
UBS Group
Switzerland
+$57.6M
5
FTUS
Flow Traders U.S.
New York
+$39.9M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$28.8M
2
SAM
Shamrock Asset Management
Texas
-$10.5M
3
Jane Street
Jane Street
New York
-$8.62M
4
BFEC
Benjamin F. Edwards & Company
Missouri
-$4.17M
5
SS
Simplicity Solutions
Minnesota
-$3.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
151
Simplicity Solutions
Minnesota
$288K -$3.42M -56,940 -92%
AWM
152
Aries Wealth Management
Maine
$287K – – –
FFG
153
Ford Financial Group
California
$284K +$284K +4,753 New
WCM
154
Weatherstone Capital Management
Colorado
$273K -$50.9K -851 -16%
NFG
155
Next Financial Group
Texas
$271K +$271K +4,524 New
WIA
156
Wealthstreet Investment Advisors
Texas
$216K – – –
AWA
157
Arete Wealth Advisors
Illinois
$210K +$210K +3,517 New
CWP
158
Capital Wealth Planning
Florida
$209K – – –
GAB
159
German American Bancorp
Indiana
$207K +$207K +3,462 New
EDRIA
160
Edmonds Duncan Registered Investment Advisors
Kansas
$206K +$206K +3,439 New
William Blair & Company
161
William Blair & Company
Illinois
$174K +$82.7K +1,381 +90%
CCA
162
Catalyst Capital Advisors
New York
$168K -$12K -200 -7%
AIC
163
Ameritas Investment Company
Nebraska
$162K +$162K +2,706 New
OIA
164
Optimum Investment Advisors
Illinois
$153K +$153K +2,550 New
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$129K -$11.7K -196 -8%
W
166
WealthOne
New York
$128K +$128K +2,144 New
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$123K -$202K -3,361 -62%
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$63K +$42.1K +702 +202%
FMP
169
Financial Management Professionals
Texas
$62K +$12.5K +211 +25%
OAM
170
Oppenheimer Asset Management
New York
$58K +$58K +977 New
FHA
171
Flagship Harbor Advisors
Massachusetts
$47K -$112K -1,882 -70%
AA
172
AlphaMark Advisors
Kentucky
$34K +$34K +560 New
SWM
173
SeaCrest Wealth Management
New York
$33K -$3.43K -58 -9%
SIS
174
Sound Income Strategies
Florida
$31K +$178 +3 +0.6%
BWL
175
Bogart Wealth LLC
Virginia
$31K +$31K +523 New
5 6
7
8 9