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First Trust Enhanced Short Maturity ETF
FTSM

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: 284 → 292 (+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: 18 → 16 (-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
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$27M
2
Morgan Stanley
Morgan Stanley
New York
+$23.1M
3
Bank of America
Bank of America
North Carolina
+$21M
4
FEG
Financial Enhancement Group
Indiana
+$18.8M
5
Wells Fargo
Wells Fargo
California
+$18.4M

Top Sellers

1
Jane Street
Jane Street
New York
-$42.2M
2
SFWA
Summit Financial Wealth Advisors
Louisiana
-$25M
3
Citadel Advisors
Citadel Advisors
Florida
-$22.7M
4
HighTower Advisors
HighTower Advisors
Illinois
-$20.3M
5
Stifel Financial
Stifel Financial
Missouri
-$18.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
NC
301
NewSquare Capital
Pennsylvania
– -$571K -9,549 Closed
WDC
302
Woodward Diversified Capital
California
– -$377K -6,300 Closed
Franklin Resources
303
Franklin Resources
California
– -$334K -5,589 Closed
BWP
304
BSW Wealth Partners
Colorado
– -$324K -5,419 Closed
CCP
305
Cassia Capital Partners
North Carolina
– -$275K -4,607 Closed
BFA
306
Benedict Financial Advisors
Georgia
– -$239K -4,005 Closed
NWM
307
Northwest Wealth Management
Iowa
– -$236K -3,952 Closed
WS
308
Wedbush Securities
California
– -$213K -3,560 Closed
CA
309
CoreCap Advisors
Michigan
– -$116K -1,939 Closed
DWP
310
Destiny Wealth Partners
Florida
– -$112K -1,880 Closed
SFPG
311
Stonebridge Financial Planning Group
Florida
– -$98K -1,644 Closed
MTWM
312
Masso Torrence Wealth Management
New Jersey
– -$75K -1,250 Closed
CCM
313
Chilton Capital Management
Texas
– -$6K -100 Closed
WT
314
Whittier Trust
California
– -$4K -65 Closed
BlackRock
315
BlackRock
New York
– -$298 -5 -56%
9 10 11 12
13

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.