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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 %
CAPTRUST Financial Advisors
301
CAPTRUST Financial Advisors
North Carolina
$16K -$20.4K -336 -56%
MPWT
302
MassMutual Private Wealth & Trust
Connecticut
$16K – – –
HI
303
Hoey Investments
Pennsylvania
$13K – – –
BRWM
304
B. Riley Wealth Management
Tennessee
$7.81K -$1.13K -18,947 -13%
HIA
305
Harbor Investment Advisory
Maryland
$6K – – –
JMF
306
Johnson Midwest Financial
Iowa
$6K +$6K +107 New
OIA
307
Optimum Investment Advisors
Illinois
$5K – – –
BA
308
Bellwether Advisors
Nebraska
$4K – – –
JFA
309
JNBA Financial Advisors
Minnesota
$4K – – –
CWA
310
Clearview Wealth Advisors
Oregon
$3K – – –
HFS
311
Heritage Financial Services
Massachusetts
$3K +$3K +64 New
FFC
312
Fure Financial Corporation
Minnesota
$2K – – –
S
313
SignatureFD
Georgia
$2K +$121 +2 +6%
IAIM
314
International Assets Investment Management
Florida
$1.94K -$27 -463 -1%
FGAM
315
Financial Gravity Asset Management
Texas
$501 -$8 -2 -2%
Bank of Montreal
316
Bank of Montreal
Ontario, Canada
$6 -$1 -9 -8%
Jane Street
317
Jane Street
New York
– -$6.64M -111,588 Closed
SAM
318
Strategy Asset Managers
California
– -$5.06M -84,919 Closed
SWP
319
ShoreHaven Wealth Partners
New Jersey
– -$4.16M -69,922 Closed
MHS
320
M Holdings Securities
Oregon
– -$3.79M -63,620 Closed
SWM
321
Spire Wealth Management
Virginia
– -$2.45M -41,203 Closed
CA
322
Calton & Associates
Florida
– -$2.03M -34,042 Closed
CCM
323
Crabel Capital Management
California
– -$1.27M -21,405 Closed
CCFM
324
Clear Creek Financial Management
Washington
– -$994K -16,691 Closed
AFA
325
American Financial Advisors
Georgia
– -$811K -13,615 Closed
10 11 12
13
14