We are live on ! Find out more
FTSM icon

First Trust Enhanced Short Maturity ETF

210 hedge funds and large institutions have $2.91B invested in First Trust Enhanced Short Maturity ETF in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 91 increasing their positions, 58 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 23

57% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 58

9% more funds holding

Funds holding: 192210 (+18)

8% more capital invested

Capital invested by funds: $2.7B → $2.91B (+$204M)

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

0.98% less ownership

Funds ownership: 68.85%67.87% (-0.98%)

Holders
210
Holders Change
+18
Holders Change %
+9.38%
% of All Funds
4.55%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.58%
New
42
Increased
91
Reduced
58
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
176
Deutsche Bank
Germany
$218K +$219K +3,647 New
CWP
177
Capital Wealth Planning
Florida
$210K
EDRIA
178
Edmonds Duncan Registered Investment Advisors
Kansas
$210K +$4.2K +70 +2%
CPO
179
Cerity Partners OCIO
New York
$205K +$205K +3,416 New
William Blair & Company
180
William Blair & Company
Illinois
$174K
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$142K +$12.1K +202 +9%
MRCM
182
M&R Capital Management
New Jersey
$131K -$280K -4,670 -68%
PGA
183
Premia Global Advisors
Florida
$117K +$118K +1,964 New
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$116K -$6.6K -110 -5%
IWP
185
Icon Wealth Partners
Texas
$88K +$88K +1,467 New
OIA
186
Optimum Investment Advisors
Illinois
$87K -$66.4K -1,107 -43%
FMP
187
Financial Management Professionals
Texas
$63K
TFS
188
TrustCore Financial Services
Tennessee
$50K +$49.9K +832 New
FHA
189
Flagship Harbor Advisors
Massachusetts
$47K
SWM
190
SeaCrest Wealth Management
New York
$33K
PAI
191
Pittenger & Anderson Inc
Nebraska
$33K +$33.4K +557 New
SIS
192
Sound Income Strategies
Florida
$31K +$120 +2 +0.4%
BWL
193
Bogart Wealth LLC
Virginia
$23K -$7.38K -123 -24%
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$21K
GRP
195
Global Retirement Partners
California
$20K -$412K -6,871 -95%
WAP
196
Wealthcare Advisory Partners
Pennsylvania
$18K
WCG
197
Weaver Consulting Group
California
$14K +$14.4K +240 New
CWA
198
Clarus Wealth Advisors
Arizona
$12K -$18K -300 -60%
TRCT
199
Tower Research Capital (TRC)
New York
$11K +$10.6K +177 New
RCAG
200
Rehmann Capital Advisory Group
Michigan
$7.65K +$7.62K +127 New

FTSM Hedge Fund Activity: Q1 2019 in Review

210 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q1 2019, worth a combined $2.91B — up 7.6% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new FTSM positions and 23 closed out — a net gain of 19 holders — while 91 added to existing stakes and 58 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $87.3M. The largest seller was Flow Traders U.S., cutting an estimated $37.5M.

  • 210 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q1 2019, up from 192 in Q4 2018.
  • Funds reported $2.91B of First Trust Enhanced Short Maturity ETF stock for Q1 2019, up 7.6% quarter-over-quarter.
  • 42 funds opened new First Trust Enhanced Short Maturity ETF positions in Q1 2019 and 23 closed out, a net change of +19 holders.
  • The largest First Trust Enhanced Short Maturity ETF buyer in Q1 2019 was First Trust Advisors, an estimated $87.3M added.
  • The largest First Trust Enhanced Short Maturity ETF seller in Q1 2019 was Flow Traders U.S., an estimated $37.5M sold.

Based on aggregated 13F filings for Q1 2019.