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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

260 hedge funds and large institutions have $2.69B invested in First Trust Enhanced Short Maturity ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 96 increasing their positions, 113 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
-3
Holders Change %
-1.14%
% of All Funds
4.57%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.28%
New
25
Increased
96
Reduced
113
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$584M
2
IPW
2
IronBridge Private Wealth
Texas
$20.2M
3
BRWM
3
B. Riley Wealth Management
Tennessee
$8.81M
4
LPL Financial
4
LPL Financial
California
$151M
5
PBF
5
Petix & Botte Financial
California
$9.96M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
HighTower Advisors
2
HighTower Advisors
Illinois
$38M
3
CCP
3
Cassia Capital Partners
North Carolina
$0
4
Bank of America
4
Bank of America
North Carolina
$195M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$1.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCB
201
Cutter & Co Brokerage
Missouri
$432K -$2.4K -40 -0.6%
GRP
202
Global Retirement Partners
California
$427K -$112K -1,866 -21%
CRWM
203
Castle Rock Wealth Management
California
$427K +$24K +400 +6%
FPWM
204
FSB Premier Wealth Management
Iowa
$419K -$9.83K -164 -2%
PB
205
Pinnacle Bancorp
Nebraska
$415K +$54.9K +915 +15%
CA
206
Claro Advisors
Massachusetts
$412K +$240 +4 +0.1%
LSPW
207
Lake Street Private Wealth
Illinois
$406K +$406K +6,769 New
AAS
208
Avantax Advisory Services
Texas
$394K -$80.9K -1,358 -17%
SMF
209
Sterling Manor Financial
New York
$390K -$12K -201 -3%
TC
210
TownSquare Capital
Utah
$381K -$50.6K -845 -12%
TWM
211
Titus Wealth Management
California
$369K – – –
FFG
212
Frisch Financial Group
New York
$367K +$367K +6,124 New
WP
213
WealthShield Partners
North Carolina
$360K -$30.9K -516 -8%
MCCP
214
Mission Creek Capital Partners
California
$351K -$7.31K -122 -2%
BAS
215
Brown Advisory Securities
Maryland
$344K -$60K -1,000 -15%
AWA
216
Arete Wealth Advisors
Illinois
$332K -$41.3K -689 -11%
ASN
217
Advisory Services Network
Georgia
$325K -$595K -9,923 -65%
WS
218
Wedbush Securities
California
$320K -$16K -266 -5%
AFP
219
Ausdal Financial Partners
Iowa
$290K +$3.78K +63 +1%
CAM
220
Cresset Asset Management
Illinois
$276K +$276K +4,610 New
SS
221
Sunbelt Securities
Texas
$270K – – –
MAFM
222
Mid Atlantic Financial Management
Pennsylvania
$261K +$261K +4,361 New
BFA
223
Benedict Financial Advisors
Georgia
$240K – – –
NWM
224
Northwest Wealth Management
Iowa
$237K – – –
PWM
225
Purus Wealth Management
California
$237K +$237K +3,961 New
7 8
9
10 11