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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 %
RFN
151
RDA Financial Network
Iowa
$377K – – –
AW
152
ACG Wealth
Georgia
$377K +$1.68K +28 +0.4%
LNC
153
Lincoln National Corp
Pennsylvania
$373K +$373K +6,227 New
NWM
154
Northwest Wealth Management
Iowa
$370K – – –
MA
155
Mutual Advisors
Nebraska
$360K +$360K +6,000 New
AA
156
AlphaMark Advisors
Kentucky
$345K +$124K +2,065 +56%
PSG
157
Planning Solutions Group
Maryland
$325K +$45.6K +760 +16%
SMC
158
Smith, Moore & Co
Missouri
$317K -$11.3K -189 -3%
CPO
159
Cerity Partners OCIO
New York
$316K +$111K +1,850 +54%
DC
160
Davenport & Co
Virginia
$315K -$39K -650 -11%
FGAM
161
Financial Gravity Asset Management
Texas
$310K -$50.7K -845 -14%
TNBTD
162
Trustmark National Bank Trust Department
Mississippi
$306K +$306K +5,098 New
JIP
163
Jaffetilchin Investment Partners
Florida
$305K +$1.92K +32 +0.6%
FWM
164
Fairhaven Wealth Management
Illinois
$301K – – –
FA
165
FDx Advisors
Illinois
$288K -$550K -9,169 -66%
AWM
166
Aries Wealth Management
Maine
$288K – – –
NFG
167
Next Financial Group
Texas
$264K +$264K +4,396 New
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$261K +$119K +1,979 +84%
MC
169
Moors & Cabot
Massachusetts
$250K +$250K +4,128 New
CRWM
170
Castle Rock Wealth Management
California
$242K +$242K +3,983 New
SWM
171
SeaCrest Wealth Management
New York
$235K +$201K +3,347 +600%
OIA
172
OneDigital Investment Advisors
Kansas
$225K +$225K +3,748 New
VA
173
Valmark Advisers
Ohio
$219K +$219K +3,644 New
MMM
174
Mendel Money Management
Illinois
$217K +$217K +3,618 New
ATPW
175
Ashton Thomas Private Wealth
Arizona
$213K -$241K -4,015 -53%
5 6
7
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