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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

251 hedge funds and large institutions have $3.2B invested in First Trust Enhanced Short Maturity ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 127 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+5
Holders Change %
+2.03%
% of All Funds
5.08%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.51%
New
26
Increased
127
Reduced
75
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$564M
2
Bank of America
Bank of America
North Carolina
$253M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$147M
4
LPL Financial
LPL Financial
California
$156M
5
SMM
Stadion Money Management
Georgia
$20.2M

Top Sellers

1
Jane Street
Jane Street
New York
$51.3M
2
MML Investors Services
MML Investors Services
Massachusetts
$8.72M
3
Wells Fargo
Wells Fargo
California
$352M
4
BCI
Brinker Capital Investments
Pennsylvania
$8.56M
5
First Trust Advisors
First Trust Advisors
Illinois
$6.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
5L
201
55I LLC
Massachusetts
$306K -$300K -4,993 -50%
AW
202
ACG Wealth
Georgia
$300K -$20.7K -344 -6%
CAM
203
Concorde Asset Management
Michigan
$298K +$82.2K +1,368 +38%
TSS
204
Two Sigma Securities
New York
$293K +$293K +4,876 New
AWA
205
Acorn Wealth Advisors
Michigan
$290K – – –
SW
206
SteelPeak Wealth
California
$254K +$254K +4,230 New
UR
207
USCA RIA
Texas
$247K +$30K +500 +14%
CA
208
Crumly & Associates
Illinois
$246K -$829K -13,787 -77%
SWM
209
Sugarloaf Wealth Management
Georgia
$245K +$301 +5 +0.1%
CAS
210
Cascadia Advisory Services
Oregon
$244K +$2.28K +38 +0.9%
OIA
211
OneDigital Investment Advisors
Kansas
$240K +$240K +3,993 New
CWA
212
Clarus Wealth Advisors
Arizona
$234K -$244K -4,076 -51%
TCM
213
TD Capital Management
Tennessee
$230K +$540 +9 +0.2%
SFG
214
StrategIQ Financial Group
Indiana
$222K -$180K -3,000 -45%
FFG
215
Frisch Financial Group
New York
$220K -$39.9K -665 -15%
WCFA
216
Walkner Condon Financial Advisors
Wisconsin
$218K +$218K +3,639 New
SWM
217
SeaCrest Wealth Management
New York
$214K -$57.2K -955 -21%
UCMOK
218
United Capital Management of KS
Kansas
$203K – – –
PB
219
Pinnacle Bancorp
Nebraska
$180K +$180K +3,000 New
AWM
220
Adams Wealth Management
Utah
$166K -$422K -7,013 -72%
FRA
221
Front Row Advisors
California
$150K +$150K +2,500 New
GRP
222
Global Retirement Partners
California
$139K -$25.2K -420 -15%
NFG
223
Next Financial Group
Texas
$129K -$276K -4,591 -68%
MRCM
224
M&R Capital Management
New Jersey
$128K -$3.29K -55 -3%
CSPIA
225
Cary Street Partners Investment Advisory
Virginia
$127K +$127K +2,118 New
7 8
9
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