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First Trust Enhanced Short Maturity ETF

73 hedge funds and large institutions have $577M invested in First Trust Enhanced Short Maturity ETF in 2017 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 10

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

36% more capital invested

Capital invested by funds: $425M → $577M (+$152M)

24% more funds holding

Funds holding: 5973 (+14)

19.8% less ownership

Funds ownership: 78.81%59.01% (-20%)

Holders
73
Holders Change
+14
Holders Change %
+23.73%
% of All Funds
1.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
23
Increased
35
Reduced
10
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$160M +$31.2M +519,536 +24%
Wells Fargo
2
Wells Fargo
California
$91.6M +$24.8M +412,875 +37%
Bank of America
3
Bank of America
North Carolina
$77M +$16.1M +268,193 +26%
UBS Group
4
UBS Group
Switzerland
$37.8M +$9.24M +153,988 +32%
LPL Financial
5
LPL Financial
California
$32.4M +$9.61M +160,154 +42%
HA
6
Hays Advisory
Tennessee
$30.6M +$30.6M +510,594 New
HighTower Advisors
7
HighTower Advisors
Illinois
$28.5M +$27.4M +457,066 +2,559%
PFA
8
Pinnacle Family Advisors
Missouri
$18.9M +$10.7M +177,605 +129%
RJA
9
Raymond James & Associates
Florida
$14.2M +$3.51M +58,582 +33%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$8.37M +$5.35M +89,104 +177%
Stifel Financial
11
Stifel Financial
Missouri
$7.93M +$5.18M +86,288 +189%
AG
12
Advisor Group
Arizona
$7.68M +$1.23M +20,513 +19%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$7.13M -$14.7M -245,464 -67%
HFS
14
HL Financial Services
Kentucky
$4.14M +$36.4K +607 +0.9%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$3.84M +$1.12M +18,647 +41%
FEG
16
Financial Enhancement Group
Indiana
$3.81M +$3.82M +63,596 New
CAN
17
Cetera Advisor Networks
California
$3.23M -$3.73M -62,117 -54%
SI
18
SII Investments
Wisconsin
$2.82M +$2.02M +33,723 +253%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.6M +$1.56M +25,969 +149%
FHA
20
First Horizon Advisors
Tennessee
$2.35M +$1.94M +32,273 +474%
JP Morgan Chase
21
JP Morgan Chase
New York
$2.25M +$109K +1,811 +5%
SWP
22
Stratos Wealth Partners
Ohio
$1.75M +$1.13M +18,816 +181%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.71M +$1.71M +28,510 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$1.69M -$167K -2,791 -9%
WF
25
WealthTrust Fairport
Ohio
$1.68M