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First Trust Enhanced Short Maturity ETF

102 hedge funds and large institutions have $885M invested in First Trust Enhanced Short Maturity ETF in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 44 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

580% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 5

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

175% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 16

40% more funds holding

Funds holding: 73102 (+29)

32% more capital invested

Capital invested by funds: $669M → $885M (+$216M)

19.03% more ownership

Funds ownership: 58.41%77.44% (+19%)

Holders
102
Holders Change
+29
Holders Change %
+39.73%
% of All Funds
2.31%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.14%
New
34
Increased
44
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$213M +$38.5M +640,842 +22%
Wells Fargo
2
Wells Fargo
California
$131M +$21.1M +350,698 +19%
Bank of America
3
Bank of America
North Carolina
$118M +$18.7M +310,924 +19%
UBS Group
4
UBS Group
Switzerland
$57.9M +$5.9M +98,266 +11%
HighTower Advisors
5
HighTower Advisors
Illinois
$38.7M +$1.57M +26,136 +4%
BTS
6
BB&T Securities
Virginia
$36.4M +$34.2M +569,903 +1,551%
LPL Financial
7
LPL Financial
California
$26M +$3.01M +50,195 +13%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$25.7M +$10.9M +182,353 +74%
UCFA
9
United Capital Financial Advisors
Texas
$19M +$2.24M +37,393 +13%
HA
10
Hays Advisory
Tennessee
$16.8M -$5.26M -87,617 -24%
Jane Street
11
Jane Street
New York
$15.9M +$15.1M +252,188 +1,925%
KFGK
12
Keystone Financial Group (Kentucky)
Kentucky
$14.9M +$26.2M +437,157 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$14.5M +$5.48M +91,350 +61%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$14.1M +$10.7M +178,409 +315%
FEG
15
Financial Enhancement Group
Indiana
$9.85M +$2.57M +42,862 +35%
Stifel Financial
16
Stifel Financial
Missouri
$9.6M +$1.44M +23,936 +18%
CAG
17
Csenge Advisory Group
Florida
$9.1M +$1.43M +23,810 +19%
RJA
18
Raymond James & Associates
Florida
$8.27M -$7.06M -117,586 -46%
SPL
19
Smart Portfolios LLC
Washington
$7.6M +$7.61M +126,751 New
AG
20
Advisor Group
Arizona
$7.12M +$1.62M +27,048 +30%
Citadel Advisors
21
Citadel Advisors
Florida
$6.93M +$6.59M +109,707 +1,859%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$6.91M +$3.52M +58,656 +104%
MAP
23
Milestone Advisory Partners
North Carolina
$5.45M +$5.46M +90,885 New
OMC
24
Old Mission Capital
Illinois
$4.75M +$1.59M +26,527 +50%
HFS
25
HL Financial Services
Kentucky
$4.65M +$697K +11,612 +18%