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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 %
AFP
251
Ausdal Financial Partners
Iowa
$308K +$97.1K +1,635 +46%
FWM
252
Fairhaven Wealth Management
Illinois
$307K – – –
WEG
253
World Equity Group
Illinois
$305K +$105K +1,775 +53%
WCFA
254
Walkner Condon Financial Advisors
Wisconsin
$295K +$295K +4,962 New
MWM
255
Meridian Wealth Management
Kentucky
$294K +$294K +4,957 New
HAS
256
HBW Advisory Services
California
$290K +$290K +4,889 New
RIA
257
Realta Investment Advisors
Delaware
$284K -$111K -1,877 -28%
KFGK
258
Keystone Financial Group (Kentucky)
Kentucky
$277K -$32.9K -553 -11%
BAM
259
Belpointe Asset Management
Nevada
$277K +$18.7K +316 +7%
CA
260
Claro Advisors
Massachusetts
$271K -$137K -2,310 -34%
MCCP
261
Mission Creek Capital Partners
California
$262K +$59 +1 +0%
FPWM
262
FSB Premier Wealth Management
Iowa
$261K -$9K -152 -3%
AWA
263
Arete Wealth Advisors
Illinois
$258K -$49.2K -830 -16%
Millennium Management
264
Millennium Management
New York
$258K +$258K +4,338 New
KWS
265
Keystone Wealth Services
California
$257K – – –
NWMG
266
National Wealth Management Group
Ohio
$253K -$685K -11,534 -73%
BAS
267
Brown Advisory Securities
Maryland
$250K – – –
HH
268
Hilltop Holdings
Texas
$250K +$250K +4,210 New
DAM
269
Derbend Asset Management
Georgia
$246K -$375K -6,298 -60%
WAM
270
Worth Asset Management
Texas
$227K – – –
DWMG
271
DB Wealth Management Group
California
$222K +$34.2K +575 +18%
SFP
272
Strategic Financial Partners
Oregon
$213K – – –
W
273
WealthOne
New York
$205K +$205K +3,450 New
RW
274
Rede Wealth
Virginia
$204K -$59.9K -1,008 -23%
TC
275
Titleist Capital
Texas
$203K – – –
9 10
11
12 13