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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 %
C
276
CEDRUS
Colorado
$517K +$264K +4,443 +104%
PAG
277
Private Advisor Group
New Jersey
$513K +$221K +260,790 +76%
HFP
278
Holistic Financial Partners
Indiana
$508K +$59 +1 +0%
FPGK
279
Financial Partners Group (Kansas)
Kansas
$507K -$1.85K -31 -0.4%
MSAM
280
Moloney Securities Asset Management
Missouri
$506K +$25.5K +429 +5%
WP
281
WealthShield Partners
North Carolina
$504K – – –
CFD
282
Creative Financial Designs
Indiana
$503K +$13.1K +221 +3%
CCM
283
Chilton Capital Management
Texas
$500K – – –
AWM
284
Apollon Wealth Management
South Carolina
$491K -$247K -4,157 -33%
CT
285
Columbia Trust
Oregon
$491K +$491K +8,261 New
CCG
286
Coastwise Capital Group
California
$486K -$438K -7,374 -47%
LS
287
Leelyn Smith
Illinois
$484K +$484K +8,144 New
SCA
288
Sage Capital Advisors
South Dakota
$478K -$101K -1,701 -17%
PIA
289
Perennial Investment Advisors
California
$471K +$146K +2,463 +45%
MWM
290
Meridian Wealth Management
Kentucky
$466K +$466K +7,846 New
W
291
WealthOne
New York
$461K +$191K +3,218 +71%
WIP
292
WealthCare Investment Partners
Rhode Island
$458K +$10.5K +177 +2%
MMHP
293
Murphy Middleton Hinkle & Parker
Georgia
$455K – – –
WCFA
294
Walkner Condon Financial Advisors
Wisconsin
$437K -$36.5K -614 -8%
LFG
295
Larson Financial Group
Missouri
$434K -$31.3K -527 -7%
JWS
296
Juncture Wealth Strategies
Arizona
$426K +$73.1K +1,230 +21%
AA
297
Advisory Alpha
Michigan
$419K +$419K +7,045 New
CAC
298
Certified Advisory Corp
Florida
$416K +$416K +7,000 New
CL
299
Choreo LLC
Illinois
$399K – – –
BWM
300
BlackDiamond Wealth Management
New York
$391K -$1.61K -27 -0.4%
10 11
12
13 14