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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

236 hedge funds and large institutions have $3.11B invested in First Trust Enhanced Short Maturity ETF in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 96 increasing their positions, 95 reducing their positions, and 41 closing their positions.

Holders
236
Holders Change
-17
Holders Change %
-6.72%
% of All Funds
5.21%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.55%
New
29
Increased
96
Reduced
95
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$215M
2
Jane Street
2
Jane Street
New York
$67.1M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$121M
4
WEPOG
4
Wealth Enhancement & Preservation of GA
Georgia
$37.5M
5
SF
5
Synovus Financial
Georgia
$72.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$559M
2
PA
2
Planning Alternatives
Michigan
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$99.9M
4
Wells Fargo
4
Wells Fargo
California
$326M
5
Bank of America
5
Bank of America
North Carolina
$214M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$559M 9,469,924 -3,290,726 -26%
Wells Fargo
2
Wells Fargo
California
$326M 5,524,918 -499,277 -8%
First Trust Advisors
3
First Trust Advisors
Illinois
$215M 3,634,305 +2,678,433 +280%
Bank of America
4
Bank of America
North Carolina
$214M 3,621,528 -475,800 -12%
UBS Group
5
UBS Group
Switzerland
$179M 3,027,713 -148,398 -5%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$121M 2,047,012 +685,393 +50%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$99.9M 1,691,734 -646,953 -28%
LPL Financial
8
LPL Financial
California
$94.5M 1,600,758 -348,009 -18%
RJA
9
Raymond James & Associates
Florida
$75.8M 1,284,594 +35,310 +3%
SF
10
Synovus Financial
Georgia
$72.3M 1,224,362 +583,977 +91%
Jane Street
11
Jane Street
New York
$67.1M 1,137,023 +1,137,023 New
UCFA
12
United Capital Financial Advisors
Texas
$58.7M 993,939 +50,497 +5%
MML Investors Services
13
MML Investors Services
Massachusetts
$38.1M 645,577 +316,508 +96%
WEPOG
14
Wealth Enhancement & Preservation of GA
Georgia
$37.5M 635,187 +622,043 +4,733%
Osaic Holdings
15
Osaic Holdings
Arizona
$33.9M 573,922 +573,922 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$31.8M 538,148 +120,709 +29%
HighTower Advisors
17
HighTower Advisors
Illinois
$31.8M 538,041 -328,992 -38%
GIA
18
Gladstone Institutional Advisory
Florida
$30.9M 522,950 +18,111 +4%
BCI
19
Brinker Capital Investments
Pennsylvania
$29.1M 493,041 +101,213 +26%
AWM
20
AE Wealth Management
Kansas
$28.1M 475,688 +458,442 +2,658%
SS
21
Simplicity Solutions
Minnesota
$27.7M 469,535 +459,935 +4,791%
FEG
22
Financial Enhancement Group
Indiana
$26M 440,710 +312,865 +245%
Stifel Financial
23
Stifel Financial
Missouri
$25.9M 439,339 -99,818 -19%
MAP
24
Milestone Advisory Partners
North Carolina
$25.5M 431,933 +22,922 +6%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$25M 422,931 +16,339 +4%
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