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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

236 hedge funds and large institutions have $3.11B invested in First Trust Enhanced Short Maturity ETF in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 96 increasing their positions, 95 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-17
Holders Change %
-6.72%
% of All Funds
5.21%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.55%
New
29
Increased
96
Reduced
95
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$215M
2
Jane Street
2
Jane Street
New York
$67.1M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$121M
4
WEPOG
4
Wealth Enhancement & Preservation of GA
Georgia
$37.5M
5
SF
5
Synovus Financial
Georgia
$72.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$559M
2
PA
2
Planning Alternatives
Michigan
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$99.9M
4
Wells Fargo
4
Wells Fargo
California
$326M
5
Bank of America
5
Bank of America
North Carolina
$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
176
Next Financial Group
Texas
$406K +$46K +779 +13%
RAM
177
Redmond Asset Management
Virginia
$403K -$118K -2,000 -23%
AW
178
ACG Wealth
Georgia
$395K -$33.7K -571 -8%
BWA
179
Beam Wealth Advisors
Louisiana
$384K +$7.8K +132 +2%
FFG
180
Ford Financial Group
California
$380K -$85.7K -1,455 -18%
AWA
181
Arete Wealth Advisors
Illinois
$346K -$353K -5,978 -51%
WP
182
WealthShield Partners
North Carolina
$341K -$77.9K -1,318 -19%
AWM
183
Aries Wealth Management
Maine
$331K – – –
TCM
184
TD Capital Management
Tennessee
$324K -$8.38K -142 -3%
DC
185
Davenport & Co
Virginia
$310K +$32.5K +550 +12%
HR
186
Hayden Royal
North Carolina
$309K – – –
CPO
187
Cerity Partners OCIO
New York
$309K +$62.5K +1,058 +25%
MCCP
188
Mission Creek Capital Partners
California
$306K +$413 +7 +0.1%
AWA
189
Acorn Wealth Advisors
Michigan
$285K -$92.6K -1,568 -25%
CAM
190
Concorde Asset Management
Michigan
$283K +$283K +4,789 New
MAFM
191
Mid Atlantic Financial Management
Pennsylvania
$279K +$279K +4,723 New
WCFA
192
Walkner Condon Financial Advisors
Wisconsin
$274K -$6.53M -110,591 -96%
SWM
193
SeaCrest Wealth Management
New York
$269K -$6.97K -118 -3%
SMC
194
Smith, Moore & Co
Missouri
$254K +$354 +6 +0.1%
SWM
195
Sugarloaf Wealth Management
Georgia
$240K +$355 +6 +0.1%
William Blair & Company
196
William Blair & Company
Illinois
$232K -$35.5K -600 -13%
PIA
197
Perennial Investment Advisors
California
$221K -$27.4K -464 -11%
SFG
198
StrategIQ Financial Group
Indiana
$218K +$218K +3,700 New
VA
199
Valmark Advisers
Ohio
$207K +$177 +3 +0.1%
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$181K +$125K +2,112 +223%
6 7
8
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