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First Trust Enhanced Short Maturity ETF

73 hedge funds and large institutions have $669M invested in First Trust Enhanced Short Maturity ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 17

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

16% more capital invested

Capital invested by funds: $577M → $669M (+$92.3M)

0% more funds holding

Funds holding: 7373 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.6% less ownership

Funds ownership: 59.01%58.41% (-0.6%)

Holders
73
Holders Change
Holders Change %
0%
% of All Funds
1.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
36
Reduced
17
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
$174M +$13.8M +229,508 +9%
Wells Fargo
2
Wells Fargo
California
$110M +$18.4M +307,392 +20%
Bank of America
3
Bank of America
North Carolina
$99.7M +$22.7M +378,016 +29%
UBS Group
4
UBS Group
Switzerland
$52.1M +$14.2M +237,265 +38%
HighTower Advisors
5
HighTower Advisors
Illinois
$37.2M +$8.67M +144,491 +30%
LPL Financial
6
LPL Financial
California
$23M -$9.44M -157,360 -29%
HA
7
Hays Advisory
Tennessee
$22.1M -$8.57M -142,798 -28%
UCFA
8
United Capital Financial Advisors
Texas
$16.7M +$16.7M +279,017 New
RJA
9
Raymond James & Associates
Florida
$15.3M +$1.07M +17,897 +8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$14.8M +$6.44M +107,368 +77%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$9.05M +$1.92M +31,953 +27%
Stifel Financial
12
Stifel Financial
Missouri
$8.18M +$237K +3,941 +3%
CAG
13
Csenge Advisory Group
Florida
$7.68M +$7.68M +127,961 New
FEG
14
Financial Enhancement Group
Indiana
$7.29M +$3.47M +57,815 +91%
AG
15
Advisor Group
Arizona
$5.5M -$2.18M -36,370 -28%
HFS
16
HL Financial Services
Kentucky
$3.96M -$183K -3,049 -4%
PAG
17
Private Advisor Group
New Jersey
$3.51M +$2.12M +35,275 +152%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$3.4M +$799K +13,320 +31%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$3.39M +$3.39M +56,561 New
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$3.29M -$551K -9,173 -14%
OMC
21
Old Mission Capital
Illinois
$3.16M +$3.16M +52,694 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.69M +$1.2M +20,015 +80%
CA
23
Cetera Advisors
Colorado
$2.59M +$2.59M +43,121 New
NA
24
NewEdge Advisors
Louisiana
$2.53M +$2.2M +36,626 +655%
PNC
25
Park National Corp
Ohio
$2.39M +$723K +12,045 +43%