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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

211 hedge funds and large institutions have $2.97B invested in First Trust Enhanced Short Maturity ETF in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 108 increasing their positions, 58 reducing their positions, and 19 closing their positions.

Holders
211
Holders Change
+1
Holders Change %
+0.48%
% of All Funds
4.59%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.52%
New
25
Increased
108
Reduced
58
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$712M
2
Wells Fargo
2
Wells Fargo
California
$360M
3
RJA
3
Raymond James & Associates
Florida
$63.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$102M
5
ACA
5
Aptus Capital Advisors
Alabama
$16.3M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$38.1M
2
Bank of America
2
Bank of America
North Carolina
$299M
3
PAG
3
Private Advisor Group
New Jersey
$18.6M
4
FAAS
4
First Allied Advisory Services
California
$21.5M
5
BTS
5
BB&T Securities
Virginia
$16.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$712M 11,858,287 +550,152 +5%
Wells Fargo
2
Wells Fargo
California
$360M 5,992,566 +486,688 +9%
Bank of America
3
Bank of America
North Carolina
$299M 4,987,017 -358,017 -7%
UBS Group
4
UBS Group
Switzerland
$168M 2,798,707 +35,694 +1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$102M 1,698,606 +247,179 +17%
LPL Financial
6
LPL Financial
California
$102M 1,694,617 -80,559 -5%
PA
7
Planning Alternatives
Michigan
$68.6M 1,142,485 +21,267 +2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$68.5M 1,141,109 +214,228 +23%
RJA
9
Raymond James & Associates
Florida
$63.5M 1,057,668 +270,423 +34%
UCFA
10
United Capital Financial Advisors
Texas
$58.1M 967,892 +69,930 +8%
HighTower Advisors
11
HighTower Advisors
Illinois
$48.3M 804,859 +111,172 +16%
LC
12
Lubar & Co
Wisconsin
$42.8M 712,147 -86,502 -11%
MAP
13
Milestone Advisory Partners
North Carolina
$41.7M 694,265 +10,085 +1%
First Trust Advisors
14
First Trust Advisors
Illinois
$38.1M 633,695 -821,155 -56%
SF
15
Synovus Financial
Georgia
$34.7M 577,288 +15,976 +3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$33.8M 563,122 -97,979 -15%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$28.1M 468,158 +162,415 +53%
SFWA
18
Summit Financial Wealth Advisors
Louisiana
$27.7M 461,074 +39,643 +9%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$27.3M 454,340 +76,223 +20%
MML Investors Services
20
MML Investors Services
Massachusetts
$25.1M 418,573 +32,747 +8%
BCI
21
Brinker Capital Investments
Pennsylvania
$23.9M 398,446 -64,120 -14%
CAG
22
Csenge Advisory Group
Florida
$23.6M 392,557 +74,100 +23%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$22.4M 372,851 +51,945 +16%
Stifel Financial
24
Stifel Financial
Missouri
$22M 365,239 +106,576 +41%
FAAS
25
First Allied Advisory Services
California
$21.5M 358,610 -118,748 -25%
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