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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

282 hedge funds and large institutions have $2.66B invested in First Trust Enhanced Short Maturity ETF in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 76 increasing their positions, 133 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+22
Holders Change %
+8.46%
% of All Funds
4.36%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.28%
New
49
Increased
76
Reduced
133
Closed
21
Calls
$43K
Puts
–
Net Calls
+$43K
Net Calls Change
+$43K

Top Buyers

1
Jane Street
1
Jane Street
New York
$49M
2
Citadel Advisors
2
Citadel Advisors
Florida
$24.5M
3
SFWA
3
Summit Financial Wealth Advisors
Louisiana
$37.7M
4
Stifel Financial
4
Stifel Financial
Missouri
$47.4M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$50.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$521M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$132M
3
Bank of America
3
Bank of America
North Carolina
$169M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$0
5
FEG
5
Financial Enhancement Group
Indiana
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
226
BSW Wealth Partners
Colorado
$324K +$324K +5,419 New
AWA
227
Arete Wealth Advisors
Illinois
$320K -$11K -184 -3%
DSCM
228
Del-Sette Capital Management
New York
$314K +$314K +5,255 New
ATPW
229
Ashton Thomas Private Wealth
Arizona
$312K +$312K +5,224 New
RW
230
Rede Wealth
Virginia
$309K -$165K -2,755 -35%
VA
231
Valmark Advisers
Ohio
$293K +$79.2K +1,324 +37%
IWC
232
Integrated Wealth Concepts
Massachusetts
$276K -$401K -6,711 -59%
OPS
233
Orion Portfolio Solutions
Nebraska
$276K +$276K +4,623 New
CCP
234
Cassia Capital Partners
North Carolina
$275K +$275K +4,607 New
LSPW
235
Lake Street Private Wealth
Illinois
$270K -$135K -2,253 -33%
IIL
236
Insight Inv LLC
California
$265K +$265K +4,425 New
CAM
237
Cresset Asset Management
Illinois
$264K -$11.3K -190 -4%
BAM
238
Belpointe Asset Management
Nevada
$259K +$155K +2,585 +148%
KWS
239
Keystone Wealth Services
California
$259K +$259K +4,323 New
BAS
240
Brown Advisory Securities
Maryland
$253K -$90.9K -1,516 -26%
BFA
241
Benedict Financial Advisors
Georgia
$239K +$60 +1 +0%
NWM
242
Northwest Wealth Management
Iowa
$236K – – –
TC
243
TownSquare Capital
Utah
$225K -$156K -2,601 -41%
PCIA
244
Prime Capital Investment Advisors
Kansas
$220K – – –
WS
245
Wedbush Securities
California
$213K -$106K -1,775 -33%
TC
246
Titleist Capital
Texas
$205K +$205K +3,427 New
DWMG
247
DB Wealth Management Group
California
$187K – – –
PA
248
PSI Advisors
Florida
$159K -$179 -3 -0.1%
FRA
249
Front Row Advisors
California
$150K – – –
William Blair & Company
250
William Blair & Company
Illinois
$142K – – –
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10
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