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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

263 hedge funds and large institutions have $2.74B invested in First Trust Enhanced Short Maturity ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 79 increasing their positions, 136 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-10
Holders Change %
-3.66%
% of All Funds
4.59%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.31%
New
20
Increased
79
Reduced
136
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$18.4M
2
SAM
Synergy Asset Management
Washington
$18.5M
3
Renaissance Technologies
Renaissance Technologies
New York
$12.9M
4
IA
IFP Advisors
Florida
$7.61M
5
WP
WealthSource Partners
California
$13.4M

Top Sellers

1
SF
Synovus Financial
Georgia
$11.3M
2
Wells Fargo
Wells Fargo
California
$272M
3
SG
StoneX Group
New York
$8.67M
4
Morgan Stanley
Morgan Stanley
New York
$528M
5
JIP
Jaffetilchin Investment Partners
Florida
$509K
Name Holding Trade Value Shares
Change 		Shares
Change %
WMA
176
Wealth Management Associates
New Jersey
$615K -$88.7K -1,479 -13%
CWA
177
Clarus Wealth Advisors
Arizona
$611K +$9.12K +152 +2%
ACA
178
Affinity Capital Advisors
California
$589K +$589K +9,831 New
NFG
179
Next Financial Group
Texas
$573K +$459K +7,660 +403%
PFA
180
Pinnacle Family Advisors
Missouri
$560K +$30K +500 +6%
LCM
181
Logan Capital Management
Pennsylvania
$545K – – –
GRP
182
Global Retirement Partners
California
$539K -$134K -2,229 -20%
BPA
183
Beacon Pointe Advisors
California
$525K +$525K +8,760 New
BWA
184
Beam Wealth Advisors
Louisiana
$520K +$13.4K +223 +3%
SSWM
185
Sheets Smith Wealth Management
North Carolina
$517K -$29.9K -499 -5%
JIP
186
Jaffetilchin Investment Partners
Florida
$509K -$15.5M -259,337 -97%
FPCP
187
Fort Point Capital Partners
California
$498K – – –
CF
188
Centaurus Financial
California
$494K +$494K +8,241 New
AIC
189
Archer Investment Corporation
Indiana
$491K +$491K +8,187 New
MSAM
190
Moloney Securities Asset Management
Missouri
$478K -$12.9K -215 -3%
AAS
191
Avantax Advisory Services
Texas
$476K -$42.9K -719 -8%
MMHP
192
Murphy Middleton Hinkle & Parker
Georgia
$473K – – –
TFS
193
TrustCore Financial Services
Tennessee
$464K -$2.28M -37,968 -83%
FWM
194
Fairhaven Wealth Management
Illinois
$460K – – –
RIA
195
Realta Investment Advisors
Delaware
$456K +$22.4K +373 +5%
AP
196
Atwood & Palmer
Missouri
$456K +$45K +750 +11%
CCB
197
Cutter & Co Brokerage
Missouri
$435K +$25.5K +425 +6%
TC
198
TownSquare Capital
Utah
$432K +$18.2K +303 +4%
FPWM
199
FSB Premier Wealth Management
Iowa
$428K -$1.06M -17,757 -71%
LFAS
200
Level Four Advisory Services
Texas
$427K -$201K -3,346 -32%
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