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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BCP
326
Blackhawk Capital Partners
Wisconsin
$259K 4,360 -55,812 -93%
AWM
327
Axxcess Wealth Management
California
$259K 4,359 -2,982 -41%
MCCP
328
Mission Creek Capital Partners
California
$256K 4,301 +9 +0.2%
TFS
329
TrustCore Financial Services
Tennessee
$255K 4,290 – –
BTI
330
Blue Trust Inc
Georgia
$248K 4,174 – –
ACI
331
Alpha Cubed Investments
California
$245K 4,115 -3,744 -48%
FPWM
332
FSB Premier Wealth Management
Iowa
$240K 4,039 +32 +0.8%
BWA
333
Beam Wealth Advisors
Louisiana
$237K 3,991 -1,449 -27%
SS
334
Sunbelt Securities
Texas
$225K 3,786 +3,786 New
NWMG
335
National Wealth Management Group
Ohio
$223K 3,747 – –
BFA
336
Benedict Financial Advisors
Georgia
$214K 3,606 +3,606 New
GRP
337
Global Retirement Partners
California
$214K 3,604 -4,747 -57%
OCM
338
One Capital Management
California
$213K 3,580 -1,924 -35%
FFG
339
Frisch Financial Group
New York
$211K 3,544 +33 +0.9%
BWM
340
BerganKDV Wealth Management
Minnesota
$210K 3,540 -41,112 -92%
TC
341
Titleist Capital
Texas
$204K 3,427 – –
VF
342
VitalStone Financial
Texas
$199K 3,363 +3,363 New
IIL
343
Insight Inv LLC
California
$195K 3,275 – –
CAL
344
Capital Analysts LLC
Pennsylvania
$185K 3,111 +41 +1%
FFA
345
Farther Finance Advisors
California
$185K 3,110 +3,110 New
TAM
346
Tucker Asset Management
Colorado
$179K 3,016 +158 +6%
HNB
347
Huntington National Bank
Ohio
– – – –
FRA
348
Front Row Advisors
California
$149K 2,500 – –
WAM
349
Worth Asset Management
Texas
$127K 2,142 – –
SWM
350
Sugarloaf Wealth Management
Georgia
$126K 2,124 +21 +1%
12 13
14
15 16