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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

273 hedge funds and large institutions have $2.99B invested in First Trust Enhanced Short Maturity ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 88 increasing their positions, 134 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
-9
Holders Change %
-3.19%
% of All Funds
4.81%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.44%
New
28
Increased
88
Reduced
134
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$27.2M
2
AO
Advisor OS
Illinois
$12M
3
WP
WealthSource Partners
California
$8.87M
4
FEG
Financial Enhancement Group
Indiana
$26.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$169M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$545M
2
Wells Fargo
Wells Fargo
California
$301M
3
Bank of America
Bank of America
North Carolina
$218M
4
UBS Group
UBS Group
Switzerland
$162M
5
GIA
Gladstone Institutional Advisory
Florida
$9.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
176
Global Retirement Partners
California
$673K -$104K -1,731 -13%
AIP
177
Ahrens Investment Partners
Louisiana
$654K – – –
MAP
178
Milestone Advisory Partners
North Carolina
$653K -$1.64M -27,378 -72%
CWM
179
Collaborative Wealth Management
Florida
$648K +$648K +10,881 New
AWM
180
Aries Wealth Management
Maine
$636K – – –
SEP
181
Southland Equity Partners
Missouri
$628K +$1.2K +20 +0.2%
LFAS
182
Level Four Advisory Services
Texas
$628K -$1.17M -19,465 -65%
CWA
183
Clarus Wealth Advisors
Arizona
$602K +$366K +6,108 +156%
TC
184
TownSquare Capital
Utah
$564K -$363K -4,448 -39%
SSWM
185
Sheets Smith Wealth Management
North Carolina
$547K +$90K +1,500 +20%
LCM
186
Logan Capital Management
Pennsylvania
$546K – – –
PFA
187
Pinnacle Family Advisors
Missouri
$531K +$22.8K +380 +4%
AAS
188
Avantax Advisory Services
Texas
$519K +$107K +1,793 +26%
DC
189
Davenport & Co
Virginia
$514K +$19.5K +325 +4%
AFP
190
Ausdal Financial Partners
Iowa
$511K -$74.7K -1,245 -13%
BWA
191
Beam Wealth Advisors
Louisiana
$507K -$14.8K -246 -3%
ATPW
192
Ashton Thomas Private Wealth
Arizona
$506K +$23.9K +399 +5%
LFG
193
Larson Financial Group
Missouri
$506K -$16.1K -269 -3%
FPCP
194
Fort Point Capital Partners
California
$498K – – –
MSAM
195
Moloney Securities Asset Management
Missouri
$491K -$361K -6,021 -42%
RG
196
Rathbones Group
United Kingdom
$479K +$479K +7,994 New
MMHP
197
Murphy Middleton Hinkle & Parker
Georgia
$473K – – –
FWM
198
Fairhaven Wealth Management
Illinois
$460K -$99.8K -1,665 -18%
AWA
199
Arete Wealth Advisors
Illinois
$451K +$79.2K +1,320 +21%
SS
200
Sunbelt Securities
Texas
$445K -$30.7K -512 -6%
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