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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

291 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, 148 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+9
Holders Change %
+3.19%
% 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
148
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$166M
2
Morgan Stanley
Morgan Stanley
New York
$542M
3
Bank of America
Bank of America
North Carolina
$189M
4
FEG
Financial Enhancement Group
Indiana
$30.7M
5
Wells Fargo
Wells Fargo
California
$281M

Top Sellers

1
Jane Street
Jane Street
New York
$6.64M
2
SFWA
Summit Financial Wealth Advisors
Louisiana
$12.6M
3
Citadel Advisors
Citadel Advisors
Florida
$1.83M
4
HighTower Advisors
HighTower Advisors
Illinois
$30M
5
Stifel Financial
Stifel Financial
Missouri
$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
276
Hoey Investments
Pennsylvania
$13K – – –
Bank of Montreal
277
Bank of Montreal
Ontario, Canada
$7K -$28.2K -464 -80%
HIA
278
Harbor Investment Advisory
Maryland
$6K – – –
AF
279
Advisornet Financial
Minnesota
$5K – – –
SIS
280
Sound Income Strategies
Florida
$5K +$5K +88 New
OIA
281
Optimum Investment Advisors
Illinois
$5K +$5K +91 New
BA
282
Bellwether Advisors
Nebraska
$4K – – –
JFA
283
JNBA Financial Advisors
Minnesota
$4K – – –
CWA
284
Clearview Wealth Advisors
Oregon
$3K -$22.2K -392 -88%
LWP
285
Laurel Wealth Planning
Minnesota
$3K +$3K +53 New
FFC
286
Fure Financial Corporation
Minnesota
$2K – – –
LAS
287
Lloyd Advisory Services
Georgia
$2K – – –
S
288
SignatureFD
Georgia
$2K +$2K +31 New
CWA
289
Carolina Wealth Advisors
South Carolina
$2K +$2K +37 New
Fidelity Investments
290
Fidelity Investments
Massachusetts
$2K +$2K +41 New
FGAM
291
Financial Gravity Asset Management
Texas
$316 -$632 -240 -67%
AO
292
Advisor OS
Illinois
– -$4.26M -71,227 Closed
GWM
293
Geneos Wealth Management
Colorado
– -$4.05M -67,755 Closed
BNP Paribas Financial Markets
294
BNP Paribas Financial Markets
France
– -$2.14M -35,725 Closed
SG Americas Securities
295
SG Americas Securities
New York
– -$1.97M -33,000 Closed
SFS
296
Sowell Financial Services
Arkansas
– -$1.75M -29,329 Closed
GWA
297
GGM Wealth Advisors
Maryland
– -$1.25M -20,832 Closed
PGWM
298
Pitti Group Wealth Management
New York
– -$725K -12,131 Closed
AWM
299
Aries Wealth Management
Maine
– -$634K -10,600 Closed
NC
300
NewSquare Capital
Pennsylvania
– -$571K -9,549 Closed
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