FTSM icon

First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

319 hedge funds and large institutions have $3.77B invested in First Trust Enhanced Short Maturity ETF in 2022 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 124 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+28
Holders Change %
+9.62%
% of All Funds
5.39%
Holding in Top 10
28
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+75%
% of All Funds
0.47%
New
56
Increased
124
Reduced
107
Closed
24
Calls
$5K
Puts
$9K
Net Calls
-$4K
Net Calls Change
-$4K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$143M
2
Wells Fargo
Wells Fargo
California
+$122M
3
Morgan Stanley
Morgan Stanley
New York
+$113M
4
LPL Financial
LPL Financial
California
+$70.3M
5
PFS
Prospera Financial Services
Texas
+$69.1M

Top Sellers

1
SFWA
Summit Financial Wealth Advisors
Louisiana
-$11.2M
2
UCFA
United Capital Financial Advisors
Texas
-$8.8M
3
Jane Street
Jane Street
New York
-$6.64M
4
PBF
Petix & Botte Financial
California
-$5.5M
5
WP
WealthSource Partners
California
-$5.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
Continuum Advisory
Idaho
$462K – – –
CA
227
Crumly & Associates
Illinois
$459K -$286K -4,811 -38%
MMHP
228
Murphy Middleton Hinkle & Parker
Georgia
$454K – – –
MOS
229
MGO One Seven
Ohio
$450K +$450K +7,572 New
AWAG
230
ARS Wealth Advisors Group
Florida
$442K +$442K +7,441 New
WIP
231
WealthCare Investment Partners
Rhode Island
$431K +$431K +7,253 New
ATPW
232
Ashton Thomas Private Wealth
Arizona
$429K +$85.5K +1,439 +25%
BWM
233
BlackDiamond Wealth Management
New York
$425K +$425K +7,158 New
SMC
234
Smith, Moore & Co
Missouri
$418K +$119 +2 +0%
PA
235
PSI Advisors
Florida
$414K +$179K +3,015 +76%
HPM
236
Hudson Portfolio Management
New York
$404K -$196K -3,295 -33%
CL
237
Choreo LLC
Illinois
$399K +$399K +6,717 New
CRWM
238
Castle Rock Wealth Management
California
$394K – – –
OPS
239
Orion Portfolio Solutions
Nebraska
$382K +$93.2K +1,569 +32%
GVAG
240
Great Valley Advisor Group
Delaware
$377K +$377K +6,347 New
SSWM
241
Sheets Smith Wealth Management
North Carolina
$375K -$41.5K -700 -10%
WS
242
Wedbush Securities
California
$367K +$367K +6,181 New
C
243
CEDRUS
Colorado
$365K -$66K -1,112 -15%
RJT
244
Raymond James Trust
Florida
$357K -$37.4K -630 -9%
JWS
245
Juncture Wealth Strategies
Arizona
$353K – – –
SA
246
Scarborough Advisors
Maryland
$350K -$7.55K -127 -2%
OCM
247
One Capital Management
California
$338K -$7.47K -126 -2%
BWA
248
Beam Wealth Advisors
Louisiana
$325K -$11.9K -200 -4%
DSCM
249
Del-Sette Capital Management
New York
$312K – – –
PB
250
Pinnacle Bancorp
Nebraska
$310K -$101K -1,700 -25%
8 9
10
11 12