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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

273 hedge funds and large institutions have $2.99B invested in First Trust Enhanced Short Maturity ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 88 increasing their positions, 134 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
-9
Holders Change %
-3.19%
% of All Funds
4.81%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.44%
New
28
Increased
88
Reduced
134
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$27.2M
2
AO
Advisor OS
Illinois
$12M
3
WP
WealthSource Partners
California
$8.87M
4
FEG
Financial Enhancement Group
Indiana
$26.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$169M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$545M
2
Wells Fargo
Wells Fargo
California
$301M
3
Bank of America
Bank of America
North Carolina
$218M
4
UBS Group
UBS Group
Switzerland
$162M
5
GIA
Gladstone Institutional Advisory
Florida
$9.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
151
Cambridge Advisors
Nebraska
$1.11M -$228K -3,793 -17%
BRWA
152
B. Riley Wealth Advisors
Florida
$1.07M +$28.7K +479 +3%
PMG
153
ProVise Management Group
Florida
$1.07M +$142K +2,368 +15%
CWA
154
Capital Wealth Alliance
Arizona
$1.06M +$24.1K +403 +2%
CAS
155
Cascadia Advisory Services
Oregon
$1.06M +$1.06M +17,712 New
CIA
156
Compass Ion Advisors
Pennsylvania
$1.06M -$371K -6,193 -26%
TCM
157
TD Capital Management
Tennessee
$1.04M -$126K -2,098 -11%
AOG
158
Alpha Omega Group
Virginia
$1.03M -$11.6K -194 -1%
ASN
159
Advisory Services Network
Georgia
$1.02M -$180K -2,999 -15%
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$980K -$429K -7,146 -30%
GSC
161
G&S Capital
Colorado
$964K -$9.06M -151,088 -90%
MAS
162
Madden Advisory Services
Florida
$895K -$3.24K -54 -0.4%
HSA
163
HBK Sorce Advisory
Pennsylvania
$882K -$747K -12,452 -46%
ACI
164
Alpha Cubed Investments
California
$864K -$837K -13,968 -49%
FCA
165
FinTrust Capital Advisors
South Carolina
$844K -$17.8K -296 -2%
SCA
166
Sage Capital Advisors
South Dakota
$811K +$115K +1,924 +17%
WCFA
167
Walkner Condon Financial Advisors
Wisconsin
$811K +$811K +13,523 New
Susquehanna International Group
168
Susquehanna International Group
Pennsylvania
$742K +$325K +5,422 +78%
MI
169
Moneywise Inc
Virginia
$730K +$191K +3,181 +35%
Millennium Management
170
Millennium Management
New York
$724K +$724K +12,072 New
PAG
171
Pinnacle Advisory Group
Maryland
$706K +$706K +11,765 New
WMA
172
Wealth Management Associates
New Jersey
$704K -$56K -934 -7%
WIA
173
Wealthstreet Investment Advisors
Texas
$692K -$59.9K -1,000 -8%
EH
174
Equitable Holdings
New York
$688K +$152K +2,530 +28%
MC
175
Moors & Cabot
Massachusetts
$685K +$32.7K +544 +5%
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7
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