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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

263 hedge funds and large institutions have $2.74B invested in First Trust Enhanced Short Maturity ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 79 increasing their positions, 136 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-10
Holders Change %
-3.66%
% of All Funds
4.59%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.31%
New
20
Increased
79
Reduced
136
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$18.4M
2
SAM
Synergy Asset Management
Washington
$18.5M
3
Renaissance Technologies
Renaissance Technologies
New York
$12.9M
4
IA
IFP Advisors
Florida
$7.61M
5
WP
WealthSource Partners
California
$13.4M

Top Sellers

1
SF
Synovus Financial
Georgia
$11.3M
2
Wells Fargo
Wells Fargo
California
$272M
3
SG
StoneX Group
New York
$8.67M
4
Morgan Stanley
Morgan Stanley
New York
$528M
5
JIP
Jaffetilchin Investment Partners
Florida
$509K
Name Holding Trade Value Shares
Change 		Shares
Change %
KNW
151
Kesler Norman & Wride
Utah
$1.03M -$2.93M -48,970 -74%
WAP
152
Wealthcare Advisory Partners
Pennsylvania
$1.02M +$958K +15,982 +1,618%
CA
153
Cambridge Advisors
Nebraska
$968K -$141K -2,345 -13%
CIA
154
Compass Ion Advisors
Pennsylvania
$962K -$99.1K -1,653 -9%
ASN
155
Advisory Services Network
Georgia
$919K -$103K -1,718 -10%
PMG
156
ProVise Management Group
Florida
$899K -$174K -2,899 -16%
AOG
157
Alpha Omega Group
Virginia
$899K -$125K -2,084 -12%
IA
158
IFG Advisory
Georgia
$892K -$231K -3,864 -21%
CCFM
159
Clear Creek Financial Management
Washington
$889K -$225K -3,753 -20%
MAS
160
Madden Advisory Services
Florida
$862K -$32.5K -542 -4%
ACI
161
Alpha Cubed Investments
California
$847K -$17.1K -286 -2%
TCM
162
TD Capital Management
Tennessee
$804K -$237K -3,957 -23%
FCA
163
FinTrust Capital Advisors
South Carolina
$786K -$57.4K -958 -7%
CAS
164
Cascadia Advisory Services
Oregon
$768K -$294K -4,900 -28%
RG
165
Rathbones Group
United Kingdom
$761K +$282K +4,710 +59%
SCA
166
Sage Capital Advisors
South Dakota
$760K -$50.3K -840 -6%
AWM
167
Aprio Wealth Management
Georgia
$748K +$748K +12,478 New
LFG
168
Larson Financial Group
Missouri
$724K +$218K +3,645 +43%
HSA
169
HBK Sorce Advisory
Pennsylvania
$717K -$165K -2,750 -19%
EH
170
Equitable Holdings
New York
$699K +$11.4K +190 +2%
MC
171
Moors & Cabot
Massachusetts
$684K – – –
FMTC
172
Farmers & Merchants Trust Company
California
$650K +$650K +10,847 New
AWM
173
Aries Wealth Management
Maine
$635K – – –
DAM
174
Derbend Asset Management
Georgia
$634K +$634K +10,583 New
SEP
175
Southland Equity Partners
Missouri
$621K -$7.25K -121 -1%
5 6
7
8 9