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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

260 hedge funds and large institutions have $2.69B invested in First Trust Enhanced Short Maturity ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 96 increasing their positions, 113 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
-3
Holders Change %
-1.14%
% of All Funds
4.57%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.28%
New
25
Increased
96
Reduced
113
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$584M
2
IPW
2
IronBridge Private Wealth
Texas
$20.2M
3
BRWM
3
B. Riley Wealth Management
Tennessee
$8.81M
4
LPL Financial
4
LPL Financial
California
$151M
5
PBF
5
Petix & Botte Financial
California
$9.96M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
HighTower Advisors
2
HighTower Advisors
Illinois
$38M
3
CCP
3
Cassia Capital Partners
North Carolina
$0
4
Bank of America
4
Bank of America
North Carolina
$195M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$1.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
176
Moors & Cabot
Massachusetts
$610K -$75.1K -1,250 -11%
WMA
177
Wealth Management Associates
New Jersey
$605K -$9.83K -164 -2%
CWA
178
Clarus Wealth Advisors
Arizona
$605K -$5.82K -97 -1%
NFG
179
Next Financial Group
Texas
$594K +$20.8K +347 +4%
MSAM
180
Moloney Securities Asset Management
Missouri
$594K +$117K +1,945 +24%
TFS
181
TrustCore Financial Services
Tennessee
$587K +$123K +2,061 +27%
UCMOK
182
United Capital Management of KS
Kansas
$558K +$290K +4,833 +108%
SSWM
183
Sheets Smith Wealth Management
North Carolina
$547K +$30K +500 +6%
LCM
184
Logan Capital Management
Pennsylvania
$545K – – –
CA
185
Continuum Advisory
Idaho
$542K +$127K +2,121 +31%
Susquehanna International Group
186
Susquehanna International Group
Pennsylvania
$522K -$2.49M -41,518 -83%
NC
187
NewSquare Capital
Pennsylvania
$515K -$637K -10,635 -55%
BWA
188
Beam Wealth Advisors
Louisiana
$501K -$18.7K -312 -4%
FPCP
189
Fort Point Capital Partners
California
$498K – – –
OMC
190
Old Mission Capital
Illinois
$491K -$1.11M -18,483 -69%
RIA
191
Realta Investment Advisors
Delaware
$485K +$29.4K +490 +6%
WCFA
192
Walkner Condon Financial Advisors
Wisconsin
$482K +$203K +3,407 +73%
WDC
193
Woodward Diversified Capital
California
$480K -$1.98M -33,000 -80%
RW
194
Rede Wealth
Virginia
$475K +$475K +7,924 New
MMHP
195
Murphy Middleton Hinkle & Parker
Georgia
$473K – – –
SF
196
Symphony Financial
Texas
$463K +$463K +7,716 New
FWM
197
Fairhaven Wealth Management
Illinois
$460K – – –
SMC
198
Smith, Moore & Co
Missouri
$458K +$33K +551 +8%
FHC
199
First Heartland Consultants
Missouri
$449K -$1.16M -19,330 -72%
GCA
200
Genesee Capital Advisors
New York
$439K +$439K +7,316 New
6 7
8
9 10