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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

273 hedge funds and large institutions have $2.99B invested in First Trust Enhanced Short Maturity ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 88 increasing their positions, 134 reducing their positions, and 32 closing their positions.

Holders
273
Holders Change
-9
Holders Change %
-3.19%
% of All Funds
4.81%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.44%
New
28
Increased
88
Reduced
134
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$27.2M
2
AO
2
Advisor OS
Illinois
$12M
3
WP
3
WealthSource Partners
California
$8.87M
4
FEG
4
Financial Enhancement Group
Indiana
$26.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$169M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$545M
2
Wells Fargo
2
Wells Fargo
California
$301M
3
Bank of America
3
Bank of America
North Carolina
$218M
4
UBS Group
4
UBS Group
Switzerland
$162M
5
GIA
5
Gladstone Institutional Advisory
Florida
$9.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
201
Strategic Financial Partners
Oregon
$444K -$68K -1,135 -13%
RIA
202
Realta Investment Advisors
Delaware
$434K +$434K +7,232 New
TWM
203
Titus Wealth Management
California
$425K -$217K -3,622 -34%
PIA
204
Perennial Investment Advisors
California
$416K -$206K -3,433 -33%
SMC
205
Smith, Moore & Co
Missouri
$415K +$120 +2 +0%
CA
206
Claro Advisors
Massachusetts
$412K -$600K -9,993 -59%
AP
207
Atwood & Palmer
Missouri
$411K -$72K -1,200 -15%
CCB
208
Cutter & Co Brokerage
Missouri
$409K -$189K -3,155 -32%
OWA
209
Octavia Wealth Advisors
Ohio
$405K -$181K -3,019 -31%
BAS
210
Brown Advisory Securities
Maryland
$404K -$276K -4,600 -41%
CRWM
211
Castle Rock Wealth Management
California
$404K – – –
NWM
212
Northwest Wealth Management
Iowa
$399K -$11.1K -185 -3%
CF
213
Clarity Financial
Texas
$392K +$392K +6,530 New
WF
214
Williams Financial
Vermont
$384K +$384K +6,407 New
TSS
215
Two Sigma Securities
New York
$365K +$365K +6,082 New
PB
216
Pinnacle Bancorp
Nebraska
$360K – – –
MCCP
217
Mission Creek Capital Partners
California
$358K +$60 +1 +0%
BFEC
218
Benjamin F. Edwards & Company
Missouri
$349K -$2.49M -41,476 -88%
PA
219
PSI Advisors
Florida
$348K -$705K -11,782 -67%
WS
220
Wedbush Securities
California
$345K -$416K -6,942 -55%
AWA
221
Arkadios Wealth Advisors
Georgia
$343K +$265K +4,424 +340%
NFG
222
Nations Financial Group
Iowa
$337K -$52.6K -878 -13%
COF
223
Capital One Financial
Virginia
$269K – – –
AIC
224
Ameritas Investment Company
Nebraska
$268K -$3.35M -55,799 -93%
PG
225
Patten Group
Tennessee
$267K -$48.3K -806 -15%
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9
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