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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

236 hedge funds and large institutions have $3.11B invested in First Trust Enhanced Short Maturity ETF in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 96 increasing their positions, 95 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-17
Holders Change %
-6.72%
% of All Funds
5.21%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.55%
New
29
Increased
96
Reduced
95
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$215M
2
Jane Street
2
Jane Street
New York
$67.1M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$121M
4
WEPOG
4
Wealth Enhancement & Preservation of GA
Georgia
$37.5M
5
SF
5
Synovus Financial
Georgia
$72.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$559M
2
PA
2
Planning Alternatives
Michigan
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$99.9M
4
Wells Fargo
4
Wells Fargo
California
$326M
5
Bank of America
5
Bank of America
North Carolina
$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWP
201
Engrave Wealth Partners
Texas
$180K +$180K +3,059 New
APWM
202
Atlas Private Wealth Management
New York
$179K – – –
FHA
203
First Horizon Advisors
Tennessee
$161K -$999 -17 -0.6%
GRP
204
Global Retirement Partners
California
$153K -$13.2K -225 -8%
DWM
205
Darwin Wealth Management
Florida
$139K +$139K +2,362 New
MRCM
206
M&R Capital Management
New Jersey
$129K – – –
BWL
207
Bogart Wealth LLC
Virginia
$108K – – –
TPWA
208
TRUE Private Wealth Advisors
Oregon
$103K – – –
AIS
209
Accurate Investment Solutions
Pennsylvania
$84K +$84K +1,428 New
CAN
210
Claraphi Advisory Network
United States
$83K +$83K +1,408 New
EWM
211
EPG Wealth Management
Georgia
$77K +$77K +1,300 New
LWM
212
Liberty Wealth Management
California
$73K +$73K +1,230 New
AIC
213
Archer Investment Corporation
Indiana
$68K -$8.52K -144 -11%
FA
214
Faithward Advisors
Pennsylvania
$62K -$18.8K -318 -23%
KIG
215
Kessler Investment Group
Indiana
$59K +$59K +1,000 New
CB
216
CNB Bank
Pennsylvania
$52K – – –
GEA
217
Glen Eagle Advisors
New Jersey
$45.7K – – –
AF
218
Advisornet Financial
Minnesota
$38K +$36.5K +625 +2,404%
SIS
219
Sound Income Strategies
Florida
$32K +$60 +1 +0.2%
CFD
220
Creative Financial Designs
Indiana
$30K +$3.6K +60 +14%
EP
221
Eudaimonia Partners
Tennessee
$24K -$23.1K -398 -49%
FCA
222
FinTrust Capital Advisors
South Carolina
$24K +$24K +400 New
VCP
223
Verus Capital Partners
Arizona
$22K -$464 -8 -2%
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$21K – – –
AF
225
Allworth Financial
California
$20K +$59 +1 +0.3%
7 8
9
10 11