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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$559M
2
PA
2
Planning Alternatives
Michigan
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$99.9M
4
Wells Fargo
4
Wells Fargo
California
$326M
5
Bank of America
5
Bank of America
North Carolina
$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
22CM
151
20/20 Capital Management
California
$662K -$614K -10,290 -48%
PFA
152
Plotkin Financial Advisors
Maryland
$651K -$1.28M -21,644 -66%
PFA
153
Pinnacle Family Advisors
Missouri
$645K +$301K +5,100 +88%
WAS
154
Wealth Advisory Solutions
Indiana
$642K -$71.7K -1,215 -10%
BAS
155
Brown Advisory Securities
Maryland
$635K +$315K +5,318 +98%
CCB
156
Cutter & Co Brokerage
Missouri
$630K +$39.5K +668 +7%
NFG
157
Nations Financial Group
Iowa
$622K +$28.1K +476 +5%
VAG
158
VisionPoint Advisory Group
Texas
$597K +$18K +304 +3%
MAS
159
Madden Advisory Services
Florida
$585K -$19.6K -332 -3%
LNC
160
Lincoln National Corp
Pennsylvania
$583K -$82.7K -1,400 -12%
MMHP
161
Murphy Middleton Hinkle & Parker
Georgia
$560K – – –
LCM
162
Logan Capital Management
Pennsylvania
$537K – – –
CRWM
163
Castle Rock Wealth Management
California
$529K -$8.31K -139 -2%
SFP
164
Strategic Financial Partners
Oregon
$527K -$35.9K -608 -6%
JCM
165
Jacobi Capital Management
Pennsylvania
$521K -$737K -12,470 -59%
WIA
166
Wealthstreet Investment Advisors
Texas
$518K -$206K -3,499 -28%
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$508K +$264K +4,469 +108%
FWM
168
Fairhaven Wealth Management
Illinois
$501K -$20.6K -349 -4%
Deutsche Bank
169
Deutsche Bank
Germany
$491K +$392K +6,638 +394%
CA
170
Claro Advisors
Massachusetts
$488K -$1.95M -33,072 -80%
WAP
171
Wealthcare Advisory Partners
Pennsylvania
$478K +$460K +7,794 +2,598%
AA
172
AlphaMark Advisors
Kentucky
$451K +$61.4K +1,040 +16%
SSWM
173
Sheets Smith Wealth Management
North Carolina
$450K +$54.4K +921 +14%
Fiera Capital (Canada)
174
Fiera Capital (Canada)
Quebec, Canada
$418K +$418K +7,083 New
BWCS
175
Beirne Wealth Consulting Services
Connecticut
$411K -$504K -8,522 -55%
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7
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