We are live on ! Find out more
FTSM icon

First Trust Enhanced Short Maturity ETF

284 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, 135 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 21

8% more funds holding

Funds holding: 262284 (+22)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

0.77% more ownership

Funds ownership: 61.52%62.29% (+0.77%)

1% less capital invested

Capital invested by funds: $2.69B → $2.66B (-$30.8M)

44% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 135

Holders
284
Holders Change
+22
Holders Change %
+8.4%
% of All Funds
4.37%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.28%
New
49
Increased
76
Reduced
135
Closed
21
Calls
$43K
Puts
Net Calls
+$43K
Net Calls Change
+$43K
Name Holding Trade Value Shares
Change
Change in
Stake
MCCP
226
Mission Creek Capital Partners
California
$332K -$18.6K -311 -5%
SMF
227
Sterling Manor Financial
New York
$330K -$59.9K -1,000 -15%
BWP
228
BSW Wealth Partners
Colorado
$324K +$324K +5,419 New
AWA
229
Arete Wealth Advisors
Illinois
$320K -$11K -184 -3%
DSCM
230
Del-Sette Capital Management
New York
$314K +$315K +5,255 New
ATPW
231
Ashton Thomas Private Wealth
Arizona
$312K +$313K +5,224 New
RW
232
Rede Wealth
Virginia
$309K -$165K -2,755 -35%
VA
233
Valmark Advisers
Ohio
$293K +$79.3K +1,324 +37%
IWC
234
Integrated Wealth Concepts
Massachusetts
$276K -$402K -6,711 -59%
OPS
235
Orion Portfolio Solutions
Nebraska
$276K +$277K +4,623 New
CCP
236
Cassia Capital Partners
North Carolina
$275K +$276K +4,607 New
LSPW
237
Lake Street Private Wealth
Illinois
$270K -$135K -2,253 -33%
IIL
238
Insight Inv LLC
California
$265K +$265K +4,425 New
CAM
239
Cresset Asset Management
Illinois
$264K -$11.4K -190 -4%
BAM
240
Belpointe Asset Management
Nevada
$259K +$155K +2,585 +148%
KWS
241
Keystone Wealth Services
California
$259K +$259K +4,323 New
BAS
242
Brown Advisory Securities
Maryland
$253K -$90.8K -1,516 -26%
BFA
243
Benedict Financial Advisors
Georgia
$239K +$60 +1 +0%
NWM
244
Northwest Wealth Management
Iowa
$236K
TC
245
TownSquare Capital
Utah
$225K -$156K -2,601 -41%
PCIA
246
Prime Capital Investment Advisors
Kansas
$220K
WS
247
Wedbush Securities
California
$213K -$106K -1,775 -33%
TC
248
Titleist Capital
Texas
$205K +$205K +3,427 New
DWMG
249
DB Wealth Management Group
California
$187K
PA
250
PSI Advisors
Florida
$159K -$180 -3 -0.1%