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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

211 hedge funds and large institutions have $2.97B invested in First Trust Enhanced Short Maturity ETF in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 108 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+1
Holders Change %
+0.48%
% of All Funds
4.59%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.52%
New
25
Increased
108
Reduced
58
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$712M
2
Wells Fargo
Wells Fargo
California
$360M
3
RJA
Raymond James & Associates
Florida
$63.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$102M
5
ACA
Aptus Capital Advisors
Alabama
$16.3M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$38.1M
2
Bank of America
Bank of America
North Carolina
$299M
3
PAG
Private Advisor Group
New Jersey
$18.6M
4
FAAS
First Allied Advisory Services
California
$21.5M
5
BTS
BB&T Securities
Virginia
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRIA
176
Edmonds Duncan Registered Investment Advisors
Kansas
$213K +$2.46K +41 +1%
CWP
177
Capital Wealth Planning
Florida
$210K – – –
Northwestern Mutual Wealth Management
178
Northwestern Mutual Wealth Management
Wisconsin
$210K +$206K +3,440 +5,733%
CIA
179
Capital Investment Advisors
Georgia
$204K -$200K -3,331 -49%
William Blair & Company
180
William Blair & Company
Illinois
$175K – – –
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$170K +$53.8K +897 +46%
MRCM
182
M&R Capital Management
New Jersey
$131K – – –
TPWA
183
TRUE Private Wealth Advisors
Oregon
$105K +$105K +1,751 New
OIA
184
Optimum Investment Advisors
Illinois
$76K -$10.6K -177 -12%
CAL
185
Capital Advisors Ltd
Ohio
$75K +$75K +1,252 New
RCAG
186
Rehmann Capital Advisory Group
Michigan
$65.1K +$57.4K +956 +753%
FMP
187
Financial Management Professionals
Texas
$63K – – –
FHA
188
Flagship Harbor Advisors
Massachusetts
$62K +$14.5K +242 +31%
CB
189
CNB Bank
Pennsylvania
$53K +$53K +878 New
TFS
190
TrustCore Financial Services
Tennessee
$50K +$299 +5 +0.6%
GRP
191
Global Retirement Partners
California
$41K +$20.6K +344 +101%
POIA
192
Pin Oak Investment Advisors
Texas
$38K +$38K +630 New
CFA
193
Camarda Financial Advisors
Florida
$35K +$35K +578 New
SIS
194
Sound Income Strategies
Florida
$32K +$242 +4 +0.8%
BWL
195
Bogart Wealth LLC
Virginia
$24K – – –
CTC
196
Central Trust Company
Missouri
$22K +$22K +366 New
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
$21K – – –
WAP
198
Wealthcare Advisory Partners
Pennsylvania
$18K – – –
WCG
199
Weaver Consulting Group
California
$14K – – –
DWM
200
Doyle Wealth Management
Florida
$12K +$12K +195 New
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8
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