We are live on ! Find out more
FTSM icon

First Trust Enhanced Short Maturity ETF

292 hedge funds and large institutions have $2.64B invested in First Trust Enhanced Short Maturity ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 78 increasing their positions, 149 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

3% more funds holding

Funds holding: 284292 (+8)

2.62% more ownership

Funds ownership: 62.29%64.91% (+2.6%)

1% less capital invested

Capital invested by funds: $2.66B → $2.64B (-$20.7M)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

48% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 149

Holders
292
Holders Change
+8
Holders Change %
+2.82%
% of All Funds
4.61%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.25%
New
36
Increased
78
Reduced
149
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWS
226
Juncture Wealth Strategies
Arizona
$354K +$355K +5,945 New
OCM
227
One Capital Management
California
$347K +$348K +5,831 New
ATPW
228
Ashton Thomas Private Wealth
Arizona
$345K +$33.9K +568 +11%
BWA
229
Beam Wealth Advisors
Louisiana
$338K -$7.88K -132 -2%
DSCM
230
Del-Sette Capital Management
New York
$313K
KFGK
231
Keystone Financial Group (Kentucky)
Kentucky
$310K -$238K -3,986 -43%
FWM
232
Fairhaven Wealth Management
Illinois
$308K -$83.3K -1,396 -21%
AWA
233
Arete Wealth Advisors
Illinois
$308K -$10.1K -169 -3%
SMF
234
Sterling Manor Financial
New York
$298K -$30.6K -512 -9%
OPS
235
Orion Portfolio Solutions
Nebraska
$289K +$14.2K +238 +5%
FPWM
236
FSB Premier Wealth Management
Iowa
$271K -$78.2K -1,311 -22%
RW
237
Rede Wealth
Virginia
$264K -$43.3K -726 -14%
IIL
238
Insight Inv LLC
California
$264K
MCCP
239
Mission Creek Capital Partners
California
$262K -$68K -1,139 -21%
BAM
240
Belpointe Asset Management
Nevada
$259K +$1.55K +26 +0.6%
KWS
241
Keystone Wealth Services
California
$257K
LSPW
242
Lake Street Private Wealth
Illinois
$256K -$13.1K -219 -5%
FFG
243
Frisch Financial Group
New York
$255K -$99.7K -1,671 -28%
BAS
244
Brown Advisory Securities
Maryland
$251K
PA
245
PSI Advisors
Florida
$236K +$77.3K +1,296 +49%
DC
246
Davenport & Co
Virginia
$228K -$264K -4,425 -54%
WAM
247
Worth Asset Management
Texas
$228K +$228K +3,828 New
IWC
248
Integrated Wealth Concepts
Massachusetts
$225K -$49.9K -836 -18%
PCIA
249
Prime Capital Investment Advisors
Kansas
$220K
SFP
250
Strategic Financial Partners
Oregon
$213K +$214K +3,586 New

FTSM Hedge Fund Activity: Q1 2022 in Review

292 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q1 2022, worth a combined $2.64B — down 0.78% from $2.66B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new FTSM positions and 23 closed out — a net gain of 13 holders — while 78 added to existing stakes and 149 trimmed.

The largest buyer was LPL Financial, adding an estimated $27M. The largest seller was Jane Street, cutting an estimated $42.2M.

  • 292 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q1 2022, up from 284 in Q4 2021.
  • Funds reported $2.64B of First Trust Enhanced Short Maturity ETF stock for Q1 2022, down 0.78% quarter-over-quarter.
  • 36 funds opened new First Trust Enhanced Short Maturity ETF positions in Q1 2022 and 23 closed out, a net change of +13 holders.
  • The largest First Trust Enhanced Short Maturity ETF buyer in Q1 2022 was LPL Financial, an estimated $27M added.
  • The largest First Trust Enhanced Short Maturity ETF seller in Q1 2022 was Jane Street, an estimated $42.2M sold.

Based on aggregated 13F filings for Q1 2022.