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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

263 hedge funds and large institutions have $2.74B invested in First Trust Enhanced Short Maturity ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 79 increasing their positions, 136 reducing their positions, and 28 closing their positions.

Holders
263
Holders Change
-10
Holders Change %
-3.66%
% of All Funds
4.59%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.31%
New
20
Increased
79
Reduced
136
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$18.4M
2
SAM
2
Synergy Asset Management
Washington
$18.5M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$12.9M
4
IA
4
IFP Advisors
Florida
$7.61M
5
WP
5
WealthSource Partners
California
$13.4M

Top Sellers

1
SF
1
Synovus Financial
Georgia
$11.3M
2
Wells Fargo
2
Wells Fargo
California
$272M
3
SG
3
StoneX Group
New York
$8.67M
4
Morgan Stanley
4
Morgan Stanley
New York
$528M
5
JIP
5
Jaffetilchin Investment Partners
Florida
$509K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$528M 8,805,512 -286,976 -3%
Wells Fargo
2
Wells Fargo
California
$272M 4,543,127 -479,946 -10%
Bank of America
3
Bank of America
North Carolina
$212M 3,544,729 -92,527 -3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$163M 2,724,530 -94,098 -3%
UBS Group
5
UBS Group
Switzerland
$158M 2,630,200 -79,332 -3%
LPL Financial
6
LPL Financial
California
$144M 2,401,933 +61,874 +3%
RJA
7
Raymond James & Associates
Florida
$91.2M 1,521,082 -2,451 -0.2%
UCFA
8
United Capital Financial Advisors
Texas
$78.1M 1,302,355 -10,341 -0.8%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$76.8M 1,281,773 -116,768 -8%
HighTower Advisors
10
HighTower Advisors
Illinois
$56.4M 940,991 -17,687 -2%
Osaic Holdings
11
Osaic Holdings
Arizona
$36.3M 604,722 -202,599 -25%
CAG
12
Csenge Advisory Group
Florida
$35.6M 594,619 +3,364 +0.6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$33M 549,892 +36,434 +7%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$31.8M 530,534 -59,928 -10%
Stifel Financial
15
Stifel Financial
Missouri
$31M 516,415 +25,219 +5%
FEG
16
Financial Enhancement Group
Indiana
$23.2M 387,283 -49,999 -11%
PNC
17
Park National Corp
Ohio
$22.4M 374,174 +7,014 +2%
Citadel Advisors
18
Citadel Advisors
Florida
$18.7M 311,794 -42,507 -12%
SAM
19
Synergy Asset Management
Washington
$18.5M 309,300 +117,010 +61%
First Trust Advisors
20
First Trust Advisors
Illinois
$18.4M 306,135 +169,288 +124%
CCP
21
Cassia Capital Partners
North Carolina
$17.9M 298,308 -26,008 -8%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$16.9M 282,320 -64,744 -19%
TNBTD
23
Trustmark National Bank Trust Department
Mississippi
$16.9M 281,656 +20,825 +8%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$16.9M 281,493 -18,888 -6%
PAG
25
Private Advisor Group
New Jersey
$15.2M 254,102 -75,528 -23%
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