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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

342 hedge funds and large institutions have $4.53B invested in First Trust Enhanced Short Maturity ETF in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 154 increasing their positions, 105 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
+23
Holders Change %
+7.21%
% of All Funds
5.91%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.59%
New
57
Increased
154
Reduced
105
Closed
26
Calls
$5K
Puts
$9K
Net Calls
-$4K
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$810M
2
LPL Financial
2
LPL Financial
California
$380M
3
Wells Fargo
3
Wells Fargo
California
$525M
4
MF
4
Manchester Financial
California
$61.4M
5
AWS
5
Atria Wealth Solutions
New York
$54.8M

Top Sellers

1
PFS
1
Prospera Financial Services
Texas
$26.2M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$117M
3
OMC
3
Old Mission Capital
Illinois
$0
4
PG
4
Prostatis Group
Maryland
$1.99M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$4.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
226
Belpointe Asset Management
Nevada
$621K +$344K +5,811 +124%
PMG
227
ProVise Management Group
Florida
$598K -$49.1K -828 -8%
3F
228
360 Financial
Minnesota
$591K +$591K +9,968 New
SEP
229
Southland Equity Partners
Missouri
$582K -$11.2K -189 -2%
SCA
230
Sage Capital Advisors
South Dakota
$578K -$99.8K -1,684 -15%
CIA
231
Compass Ion Advisors
Pennsylvania
$575K +$2.31K +39 +0.4%
BF
232
BOK Financial
Oklahoma
$575K +$575K +9,690 New
FA
233
Flagstar Advisors
New York
$569K +$2.08K +35 +0.4%
CWM
234
Collaborative Wealth Management
Florida
$563K -$79.2K -1,335 -12%
RG
235
Rathbones Group
United Kingdom
$562K +$77K +1,298 +16%
OPS
236
Orion Portfolio Solutions
Nebraska
$535K +$154K +2,593 +40%
BCI
237
Brinker Capital Investments
Pennsylvania
$532K -$21.1K -356 -4%
GWA
238
GGM Wealth Advisors
Maryland
$523K +$523K +8,812 New
UCMOK
239
United Capital Management of KS
Kansas
$519K +$14.1K +238 +3%
AOG
240
Alpha Omega Group
Virginia
$514K -$34K -574 -6%
HFP
241
Holistic Financial Partners
Indiana
$507K -$5.34K -90 -1%
FPGK
242
Financial Partners Group (Kansas)
Kansas
$507K +$507K +8,547 New
WP
243
WealthShield Partners
North Carolina
$504K – – –
HH
244
Hilltop Holdings
Texas
$502K +$252K +4,255 +101%
CCM
245
Chilton Capital Management
Texas
$499K +$499K +8,413 New
FMTC
246
Farmers & Merchants Trust Company
California
$497K – – –
GRP
247
Global Retirement Partners
California
$495K +$33.2K +560 +7%
FHA
248
Flagship Harbor Advisors
Massachusetts
$494K +$494K +8,333 New
CFD
249
Creative Financial Designs
Indiana
$489K +$20.4K +344 +4%
LSA
250
Lion Street Advisors
Texas
$482K +$482K +8,141 New
8 9
10
11 12