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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
AFP
251
Ausdal Financial Partners
Iowa
$211K +$212K +3,552 New
Bank of New York Mellon
252
Bank of New York Mellon
New York
$210K +$211K +3,535 New
TC
253
Titleist Capital
Texas
$204K
WEG
254
World Equity Group
Illinois
$200K +$201K +3,360 New
TC
255
TownSquare Capital
Utah
$200K -$23.5K -394 -10%
DWMG
256
DB Wealth Management Group
California
$188K +$1.55K +26 +0.8%
FRA
257
Front Row Advisors
California
$149K
SWM
258
Sugarloaf Wealth Management
Georgia
$124K +$60 +1 +0%
TAM
259
Tucker Asset Management
Colorado
$117K +$6.09K +102 +5%
MRCM
260
M&R Capital Management
New Jersey
$117K
US Bancorp
261
US Bancorp
Minnesota
$80K -$1.69M -28,393 -95%
GEA
262
Glen Eagle Advisors
New Jersey
$72.9K
MCC
263
Money Concepts Capital
Florida
$68K +$64.5K +1,080 +1,662%
CWP
264
Concord Wealth Partners
Virginia
$49K +$49.5K +830 New
PNC Financial Services Group
265
PNC Financial Services Group
Pennsylvania
$43K
CAPTRUST Financial Advisors
266
CAPTRUST Financial Advisors
North Carolina
$36K
CFD
267
Creative Financial Designs
Indiana
$35K -$23.9K -400 -41%
BFEC
268
Benjamin F. Edwards & Company
Missouri
$34K -$59.1K -991 -63%
PAG
269
Paladin Advisory Group
Iowa
$26K +$26.8K +449 New
CTC
270
Central Trust Company
Missouri
$25K +$24.6K +413 New
BA
271
Bivin & Associates
Oklahoma
$21K -$32.2K -540 -60%
AF
272
Allworth Financial
California
$21K
TRCT
273
Tower Research Capital (TRC)
New York
$21K +$20.6K +345 New
AIP
274
Ahrens Investment Partners
Louisiana
$18K -$95.5K -1,600 -84%
MPWT
275
MassMutual Private Wealth & Trust
Connecticut
$16K +$16.1K +270 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.