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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

246 hedge funds and large institutions have $3.08B invested in First Trust Enhanced Short Maturity ETF in 2020 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 112 increasing their positions, 82 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+10
Holders Change %
+4.24%
% of All Funds
5.06%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.49%
New
29
Increased
112
Reduced
82
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$195M
2
Wells Fargo
Wells Fargo
California
$372M
3
LPL Financial
LPL Financial
California
$127M
4
Osaic Holdings
Osaic Holdings
Arizona
$63.9M
5
FWM
Frontier Wealth Management
Missouri
$13.8M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$19.8M
2
Morgan Stanley
Morgan Stanley
New York
$519M
3
WEPOG
Wealth Enhancement & Preservation of GA
Georgia
$4.6M
4
SF
Synovus Financial
Georgia
$42.1M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
151
Focus Financial Network
Minnesota
$1.02M +$285K +4,751 +39%
WIA
152
Wealthstreet Investment Advisors
Texas
$933K +$406K +6,770 +77%
BAM
153
Bellevue Asset Management
Washington
$899K +$89K +2,353 +11%
WP
154
WealthShield Partners
North Carolina
$838K +$492K +8,191 +142%
FI
155
FormulaFolio Investments
Michigan
$833K +$7.14K +119 +0.9%
WWM
156
WT Wealth Management
Arizona
$816K +$115K +1,910 +16%
MSAM
157
Moloney Securities Asset Management
Missouri
$803K +$803K +13,393 New
WMA
158
Wealth Management Associates
New Jersey
$787K -$27.3K -455 -3%
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$764K +$580K +9,669 +316%
GCMG
160
Gyroscope Capital Management Group
Florida
$708K -$157K -2,624 -18%
BAS
161
Brown Advisory Securities
Maryland
$680K +$36K +600 +6%
JIP
162
Jaffetilchin Investment Partners
Florida
$675K -$1.55M -25,797 -70%
PFA
163
Plotkin Financial Advisors
Maryland
$662K – – –
PFA
164
Pinnacle Family Advisors
Missouri
$656K +$840 +14 +0.1%
LNC
165
Lincoln National Corp
Pennsylvania
$642K +$50.6K +844 +9%
AWM
166
Aries Wealth Management
Maine
$636K +$300K +5,000 +89%
NFG
167
Nations Financial Group
Iowa
$632K – – –
CCB
168
Cutter & Co Brokerage
Missouri
$617K -$23.2K -387 -4%
WAS
169
Wealth Advisory Solutions
Indiana
$611K -$41.2K -687 -6%
5L
170
55I LLC
Massachusetts
$605K -$183K -3,048 -23%
MAS
171
Madden Advisory Services
Florida
$595K – – –
AWM
172
Adams Wealth Management
Utah
$586K -$1.51M -25,116 -72%
DY
173
Dowling & Yahnke
California
$580K +$580K +9,663 New
MMHP
174
Murphy Middleton Hinkle & Parker
Georgia
$569K – – –
LCM
175
Logan Capital Management
Pennsylvania
$546K – – –
5 6
7
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