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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

192 hedge funds and large institutions have $2.7B invested in First Trust Enhanced Short Maturity ETF in 2018 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 85 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+43
Holders Change %
+28.86%
% of All Funds
4.28%
Holding in Top 10
26
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+116.67%
% of All Funds
0.58%
New
57
Increased
85
Reduced
37
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$663M
2
Wells Fargo
Wells Fargo
California
$321M
3
Bank of America
Bank of America
North Carolina
$320M
4
UBS Group
UBS Group
Switzerland
$162M
5
FTUS
Flow Traders U.S.
New York
$39.9M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
$835K
2
SAM
Shamrock Asset Management
Texas
$10.3M
3
Jane Street
Jane Street
New York
$0
4
BFEC
Benjamin F. Edwards & Company
Missouri
$1.14M
5
SS
Simplicity Solutions
Minnesota
$288K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$663M +$225M +3,765,279 +51%
Wells Fargo
2
Wells Fargo
California
$321M +$118M +1,968,738 +58%
Bank of America
3
Bank of America
North Carolina
$320M +$114M +1,911,500 +56%
UBS Group
4
UBS Group
Switzerland
$162M +$57.6M +961,842 +55%
LPL Financial
5
LPL Financial
California
$90.4M +$31M +517,142 +52%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$67.7M +$22.9M +383,055 +51%
RJA
7
Raymond James & Associates
Florida
$61.7M +$22M +368,245 +56%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$56.7M +$29.8M +497,808 +111%
UCFA
9
United Capital Financial Advisors
Texas
$53M +$16.9M +282,384 +47%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$52.1M +$19M +317,744 +57%
BTS
11
BB&T Securities
Virginia
$51.5M +$28.3M +473,241 +122%
LC
12
Lubar & Co
Wisconsin
$48.7M +$1.19M +19,834 +2%
HighTower Advisors
13
HighTower Advisors
Illinois
$44.9M +$3.05M +50,873 +7%
FTUS
14
Flow Traders U.S.
New York
$39.9M +$39.9M +667,224 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$33.3M +$21.9M +366,482 +194%
MML Investors Services
16
MML Investors Services
Massachusetts
$31.2M +$9.12M +152,394 +41%
PAG
17
Private Advisor Group
New Jersey
$30.7M +$12.3M +205,810 +67%
SF
18
Synovus Financial
Georgia
$30.3M +$2.67M +44,574 +10%
MAP
19
Milestone Advisory Partners
North Carolina
$29.3M +$29.3M +489,020 New
BCI
20
Brinker Capital Investments
Pennsylvania
$28.4M -$1.31M -21,898 -4%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$26.2M +$19.4M +324,672 +288%
FEG
22
Financial Enhancement Group
Indiana
$24.5M +$23.4K +390 +0.1%
SFWA
23
Summit Financial Wealth Advisors
Louisiana
$24.1M +$1.37M +22,835 +6%
CAG
24
Csenge Advisory Group
Florida
$17.9M +$6.52M +109,024 +57%
Stifel Financial
25
Stifel Financial
Missouri
$17.9M +$4.09M +68,234 +30%
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