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First Trust Enhanced Short Maturity ETF

210 hedge funds and large institutions have $2.91B invested in First Trust Enhanced Short Maturity ETF in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 91 increasing their positions, 58 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 23

57% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 58

9% more funds holding

Funds holding: 192210 (+18)

8% more capital invested

Capital invested by funds: $2.7B → $2.91B (+$204M)

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

0.98% less ownership

Funds ownership: 68.85%67.87% (-0.98%)

Holders
210
Holders Change
+18
Holders Change %
+9.38%
% of All Funds
4.55%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.58%
New
42
Increased
91
Reduced
58
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
151
Cranbrook Wealth Management
Michigan
$439K +$140K +2,335 +47%
NFG
152
Nations Financial Group
Iowa
$429K +$60K +1,000 +16%
WF
153
WealthTrust Fairport
Ohio
$418K -$99.8K -1,664 -19%
CIA
154
Capital Investment Advisors
Georgia
$404K
CBFP
155
Cedar Brook Financial Partners
Ohio
$400K +$400K +6,664 New
AWA
156
Arete Wealth Advisors
Illinois
$398K +$187K +3,125 +89%
KA
157
Kovack Advisors
Florida
$391K +$391K +6,520 New
RAM
158
Redmond Asset Management
Virginia
$377K -$66K -1,100 -15%
RFN
159
RDA Financial Network
Iowa
$377K +$376K +6,274 New
AW
160
ACG Wealth
Georgia
$375K +$1.08K +18 +0.3%
NWM
161
Northwest Wealth Management
Iowa
$369K -$6K -100 -2%
FGAM
162
Financial Gravity Asset Management
Texas
$361K +$361K +6,011 New
DC
163
Davenport & Co
Virginia
$354K +$24K +400 +7%
SG
164
Strid Group
Pennsylvania
$334K -$49.9K -832 -13%
WS
165
Wedbush Securities
California
$332K -$81.3K -1,355 -20%
SMC
166
Smith, Moore & Co
Missouri
$328K +$36.5K +608 +13%
FFG
167
Ford Financial Group
California
$320K +$35.7K +595 +13%
JIP
168
Jaffetilchin Investment Partners
Florida
$303K +$1.32K +22 +0.4%
SS
169
Simplicity Solutions
Minnesota
$301K +$12.6K +210 +4%
FWM
170
Fairhaven Wealth Management
Illinois
$300K +$300K +5,007 New
AWM
171
Aries Wealth Management
Maine
$288K
PSG
172
Planning Solutions Group
Maryland
$279K +$279K +4,656 New
PFA
173
Pinnacle Family Advisors
Missouri
$259K -$2.25M -37,575 -90%
KWM
174
Kingsview Wealth Management
Oregon
$236K +$236K +3,932 New
AA
175
AlphaMark Advisors
Kentucky
$221K +$187K +3,120 +557%

FTSM Hedge Fund Activity: Q1 2019 in Review

210 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q1 2019, worth a combined $2.91B — up 7.6% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new FTSM positions and 23 closed out — a net gain of 19 holders — while 91 added to existing stakes and 58 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $87.3M. The largest seller was Flow Traders U.S., cutting an estimated $37.5M.

  • 210 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q1 2019, up from 192 in Q4 2018.
  • Funds reported $2.91B of First Trust Enhanced Short Maturity ETF stock for Q1 2019, up 7.6% quarter-over-quarter.
  • 42 funds opened new First Trust Enhanced Short Maturity ETF positions in Q1 2019 and 23 closed out, a net change of +19 holders.
  • The largest First Trust Enhanced Short Maturity ETF buyer in Q1 2019 was First Trust Advisors, an estimated $87.3M added.
  • The largest First Trust Enhanced Short Maturity ETF seller in Q1 2019 was Flow Traders U.S., an estimated $37.5M sold.

Based on aggregated 13F filings for Q1 2019.