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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

291 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, 148 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+9
Holders Change %
+3.19%
% 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
148
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$166M
2
Morgan Stanley
Morgan Stanley
New York
$542M
3
Bank of America
Bank of America
North Carolina
$189M
4
FEG
Financial Enhancement Group
Indiana
$30.7M
5
Wells Fargo
Wells Fargo
California
$281M

Top Sellers

1
Jane Street
Jane Street
New York
$6.64M
2
SFWA
Summit Financial Wealth Advisors
Louisiana
$12.6M
3
Citadel Advisors
Citadel Advisors
Florida
$1.83M
4
HighTower Advisors
HighTower Advisors
Illinois
$30M
5
Stifel Financial
Stifel Financial
Missouri
$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
226
One Capital Management
California
$347K +$347K +5,831 New
ATPW
227
Ashton Thomas Private Wealth
Arizona
$345K +$33.8K +568 +11%
BWA
228
Beam Wealth Advisors
Louisiana
$338K -$7.86K -132 -2%
DSCM
229
Del-Sette Capital Management
New York
$313K – – –
KFGK
230
Keystone Financial Group (Kentucky)
Kentucky
$310K -$237K -3,986 -43%
FWM
231
Fairhaven Wealth Management
Illinois
$308K -$83.1K -1,396 -21%
AWA
232
Arete Wealth Advisors
Illinois
$308K -$10K -169 -3%
SMF
233
Sterling Manor Financial
New York
$298K -$30.5K -512 -9%
OPS
234
Orion Portfolio Solutions
Nebraska
$289K +$14.2K +238 +5%
FPWM
235
FSB Premier Wealth Management
Iowa
$271K -$77.9K -1,311 -22%
RW
236
Rede Wealth
Virginia
$264K -$43.1K -726 -14%
IIL
237
Insight Inv LLC
California
$264K – – –
MCCP
238
Mission Creek Capital Partners
California
$262K -$67.7K -1,139 -21%
BAM
239
Belpointe Asset Management
Nevada
$259K +$1.55K +26 +0.6%
KWS
240
Keystone Wealth Services
California
$257K – – –
LSPW
241
Lake Street Private Wealth
Illinois
$256K -$13K -219 -5%
FFG
242
Frisch Financial Group
New York
$255K -$99.3K -1,671 -28%
BAS
243
Brown Advisory Securities
Maryland
$251K – – –
PA
244
PSI Advisors
Florida
$236K +$77.2K +1,296 +49%
DC
245
Davenport & Co
Virginia
$228K -$264K -4,425 -54%
WAM
246
Worth Asset Management
Texas
$228K +$228K +3,828 New
IWC
247
Integrated Wealth Concepts
Massachusetts
$225K -$49.8K -836 -18%
PCIA
248
Prime Capital Investment Advisors
Kansas
$220K – – –
SFP
249
Strategic Financial Partners
Oregon
$213K +$213K +3,586 New
AFP
250
Ausdal Financial Partners
Iowa
$211K +$211K +3,552 New
8 9
10
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