FTSM icon

First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

211 hedge funds and large institutions have $2.97B invested in First Trust Enhanced Short Maturity ETF in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 108 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+1
Holders Change %
+0.48%
% of All Funds
4.59%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.52%
New
25
Increased
108
Reduced
58
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$712M
2
Wells Fargo
Wells Fargo
California
$360M
3
RJA
Raymond James & Associates
Florida
$63.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$102M
5
ACA
Aptus Capital Advisors
Alabama
$16.3M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$38.1M
2
Bank of America
Bank of America
North Carolina
$299M
3
PAG
Private Advisor Group
New Jersey
$18.6M
4
FAAS
First Allied Advisory Services
California
$21.5M
5
BTS
BB&T Securities
Virginia
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$10K +$10K +162 New
CFA
202
Carroll Financial Associates
North Carolina
$7K – – –
DAM
203
Delta Asset Management
Tennessee
$4K – – –
AAP
204
Arax Advisory Partners
Colorado
$4K +$4K +68 New
BCMIO
205
Beacon Capital Management Inc (Ohio)
Ohio
$4K +$4K +72 New
IAA
206
Independent Advisor Alliance
North Carolina
$4K +$304 +5,378 +8%
PMFA
207
Plante Moran Financial Advisors
Michigan
$3K +$3K +46 New
AF
208
Advisornet Financial
Minnesota
$2K – – –
JFA
209
JNBA Financial Advisors
Minnesota
$2K – – –
TRCT
210
Tower Research Capital (TRC)
New York
$1K -$10.8K -162 -92%
BRWM
211
B. Riley Wealth Management
Tennessee
$704 -$287 -4,775 -29%
SWMG
212
Sanchez Wealth Management Group
Florida
– -$5.39M -89,793 Closed
FTUS
213
Flow Traders U.S.
New York
– -$2.52M -42,026 Closed
FWM
214
Frontier Wealth Management
Missouri
– -$1.35M -22,469 Closed
FAM
215
Formidable Asset Management
Ohio
– -$6K -13,743 Closed
VF
216
Virtu Financial
New York
– -$711K -11,847 Closed
TIM
217
Total Investment Management
Arizona
– -$551K -9,176 Closed
CC
218
Cedar Capital
Illinois
– -$533K -8,892 Closed
Mercer Global Advisors
219
Mercer Global Advisors
Colorado
– -$495K -8,250 Closed
CBFP
220
Cedar Brook Financial Partners
Ohio
– -$400K -6,664 Closed
WS
221
Wedbush Securities
California
– -$332K -5,542 Closed
PFA
222
Pinnacle Family Advisors
Missouri
– -$259K -4,325 Closed
Deutsche Bank
223
Deutsche Bank
Germany
– -$218K -3,647 Closed
PGA
224
Premia Global Advisors
Florida
– -$117K -1,964 Closed
IWP
225
Icon Wealth Partners
Texas
– -$88K -1,467 Closed
6 7 8
9
10