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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

251 hedge funds and large institutions have $3.2B invested in First Trust Enhanced Short Maturity ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 127 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+5
Holders Change %
+2.03%
% of All Funds
5.08%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.51%
New
26
Increased
127
Reduced
75
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$564M
2
Bank of America
Bank of America
North Carolina
$253M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$147M
4
LPL Financial
LPL Financial
California
$156M
5
SMM
Stadion Money Management
Georgia
$20.2M

Top Sellers

1
Jane Street
Jane Street
New York
$51.3M
2
MML Investors Services
MML Investors Services
Massachusetts
$8.72M
3
Wells Fargo
Wells Fargo
California
$352M
4
BCI
Brinker Capital Investments
Pennsylvania
$8.56M
5
First Trust Advisors
First Trust Advisors
Illinois
$6.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
176
Nations Financial Group
Iowa
$606K -$26.3K -439 -4%
FWM
177
Fairhaven Wealth Management
Illinois
$560K +$51K +850 +10%
SFP
178
Strategic Financial Partners
Oregon
$559K +$27.5K +458 +5%
ECG
179
Edge Capital Group
Georgia
$551K +$551K +9,182 New
LCM
180
Logan Capital Management
Pennsylvania
$546K – – –
LFG
181
Larson Financial Group
Missouri
$539K -$1.88M -31,338 -78%
LNC
182
Lincoln National Corp
Pennsylvania
$536K -$107K -1,782 -17%
WAS
183
Wealth Advisory Solutions
Indiana
$533K -$68.6K -1,162 -11%
TC
184
TownSquare Capital
Utah
$532K +$532K +8,855 New
MMHP
185
Murphy Middleton Hinkle & Parker
Georgia
$510K -$60.1K -1,000 -11%
SCA
186
Sage Capital Advisors
South Dakota
$504K +$50.4K +839 +11%
DC
187
Davenport & Co
Virginia
$495K +$186K +3,100 +60%
WAP
188
Wealthcare Advisory Partners
Pennsylvania
$486K +$60 +1 +0%
BWA
189
Beam Wealth Advisors
Louisiana
$480K +$53.4K +891 +13%
IWC
190
Integrated Wealth Concepts
Massachusetts
$454K -$734K -12,225 -62%
SSWM
191
Sheets Smith Wealth Management
North Carolina
$439K +$12K +200 +3%
NWM
192
Northwest Wealth Management
Iowa
$439K +$439K +7,309 New
CCM
193
Crabel Capital Management
California
$399K +$399K +6,654 New
MCCP
194
Mission Creek Capital Partners
California
$396K +$300 +5 +0.1%
VA
195
Valmark Advisers
Ohio
$386K +$130K +2,164 +51%
BFG
196
Barber Financial Group
Kansas
$385K -$133K -2,220 -26%
AWA
197
Arete Wealth Advisors
Illinois
$374K +$27.2K +453 +8%
SMC
198
Smith, Moore & Co
Missouri
$368K +$25.2K +421 +7%
PG
199
Patten Group
Tennessee
$332K +$92.2K +1,535 +38%
HR
200
Hayden Royal
North Carolina
$322K – – –
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