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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

263 hedge funds and large institutions have $2.74B invested in First Trust Enhanced Short Maturity ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 79 increasing their positions, 136 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-10
Holders Change %
-3.66%
% of All Funds
4.59%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.31%
New
20
Increased
79
Reduced
136
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$18.4M
2
SAM
Synergy Asset Management
Washington
$18.5M
3
Renaissance Technologies
Renaissance Technologies
New York
$12.9M
4
IA
IFP Advisors
Florida
$7.61M
5
WP
WealthSource Partners
California
$13.4M

Top Sellers

1
SF
Synovus Financial
Georgia
$11.3M
2
Wells Fargo
Wells Fargo
California
$272M
3
SG
StoneX Group
New York
$8.67M
4
Morgan Stanley
Morgan Stanley
New York
$528M
5
JIP
Jaffetilchin Investment Partners
Florida
$509K
Name Holding Trade Value Shares
Change 		Shares
Change %
SMC
201
Smith, Moore & Co
Missouri
$425K +$10K +167 +2%
CA
202
Continuum Advisory
Idaho
$415K +$415K +6,919 New
CA
203
Claro Advisors
Massachusetts
$412K +$300 +5 +0.1%
BAS
204
Brown Advisory Securities
Maryland
$404K – – –
CRWM
205
Castle Rock Wealth Management
California
$403K – – –
SMF
206
Sterling Manor Financial
New York
$402K -$7.08M -118,270 -95%
WP
207
WealthShield Partners
North Carolina
$391K +$324K +5,410 +484%
TWM
208
Titus Wealth Management
California
$370K -$55.5K -925 -13%
PB
209
Pinnacle Bancorp
Nebraska
$360K – – –
MCCP
210
Mission Creek Capital Partners
California
$358K +$120 +2 +0%
BFEC
211
Benjamin F. Edwards & Company
Missouri
$349K +$300 +5 +0.1%
Ameriprise
212
Ameriprise
Minnesota
$342K +$342K +5,692 New
WS
213
Wedbush Securities
California
$336K -$9.24K -154 -3%
OWA
214
Octavia Wealth Advisors
Ohio
$321K -$84.2K -1,403 -21%
DC
215
Davenport & Co
Virginia
$304K -$210K -3,500 -41%
AFP
216
Ausdal Financial Partners
Iowa
$286K -$224K -3,742 -44%
MAP
217
Milestone Advisory Partners
North Carolina
$277K -$375K -6,262 -58%
WCFA
218
Walkner Condon Financial Advisors
Wisconsin
$276K -$521K -8,839 -65%
AWA
219
Arete Wealth Advisors
Illinois
$274K -$57.2K -1,298 -17%
SS
220
Sunbelt Securities
Texas
$270K -$174K -2,900 -39%
UCMOK
221
United Capital Management of KS
Kansas
$268K +$43.8K +731 +20%
SFP
222
Strategic Financial Partners
Oregon
$243K -$201K -3,359 -45%
ATPW
223
Ashton Thomas Private Wealth
Arizona
$242K -$264K -4,405 -52%
BFA
224
Benedict Financial Advisors
Georgia
$240K +$60 +1 +0%
NWM
225
Northwest Wealth Management
Iowa
$237K -$162K -2,695 -41%
7 8
9
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