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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

384 hedge funds and large institutions have $6.37B invested in First Trust Enhanced Short Maturity ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 164 increasing their positions, 117 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+42
Holders Change %
+12.28%
% of All Funds
6.2%
Holding in Top 10
50
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+47.06%
% of All Funds
0.81%
New
76
Increased
164
Reduced
117
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$992M
2
LPL Financial
2
LPL Financial
California
$531M
3
Wells Fargo
3
Wells Fargo
California
$643M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$215M
5
UBS Group
5
UBS Group
Switzerland
$326M

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$19.2M
2
UCFA
2
United Capital Financial Advisors
Texas
$40.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
FEG
4
Financial Enhancement Group
Indiana
$15.4M
5
IPW
5
IronBridge Private Wealth
Texas
$9.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
Cambridge Advisors
Nebraska
$948K +$91.5K +1,539 +11%
KFP
227
KMG Fiduciary Partners
Ohio
$936K +$936K +15,753 New
CMS
228
Capital Market Strategies
Florida
$933K -$4.93K -83 -0.5%
ACM
229
Arlington Capital Management
Illinois
$930K +$930K +15,645 New
BPA
230
Beacon Pointe Advisors
California
$922K -$1.55K -26 -0.2%
EL
231
Essex LLC
Illinois
$912K -$44K -740 -5%
Creative Planning
232
Creative Planning
Kansas
$884K -$487K -8,193 -36%
MC
233
Moors & Cabot
Massachusetts
$878K +$47.5K +799 +6%
CSPIA
234
Cary Street Partners Investment Advisory
Virginia
$877K +$413K +6,952 +89%
DWMG
235
DB Wealth Management Group
California
$859K +$640K +10,766 +292%
William Blair & Company
236
William Blair & Company
Illinois
$843K -$184K -3,100 -18%
SEA
237
Stegent Equity Advisors
Texas
$836K -$4.61M -77,601 -85%
FMTC
238
Farmers & Merchants Trust Company
California
$818K +$321K +5,392 +64%
SWM
239
SeaCrest Wealth Management
New York
$812K +$812K +13,662 New
WWP
240
WR Wealth Planners
Missouri
$807K +$807K +13,578 New
PCIA
241
Prime Capital Investment Advisors
Kansas
$791K +$501K +8,433 +173%
OMC
242
Old Mission Capital
Illinois
$771K +$771K +12,975 New
BAM
243
Belpointe Asset Management
Nevada
$771K +$148K +2,488 +24%
Bank of New York Mellon
244
Bank of New York Mellon
New York
$760K +$36.3K +610 +5%
AFA
245
American Financial Advisors
Georgia
$755K -$3.86K -65 -0.5%
SPL
246
Smart Portfolios LLC
Washington
$745K +$745K +12,527 New
ACA
247
Aptus Capital Advisors
Alabama
$743K +$1.25K +21 +0.2%
SFWA
248
Summit Financial Wealth Advisors
Louisiana
$739K -$258K -4,347 -26%
GWANC
249
Guardian Wealth Advisors (North Carolina)
North Carolina
$738K -$56.5K -950 -7%
GWA
250
GGM Wealth Advisors
Maryland
$725K +$201K +3,380 +38%
8 9
10
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