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First Trust Enhanced Short Maturity ETF

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: 284292 (+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: 1816 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
1W
26
1776 Wealth
Georgia
$13.7M -$1.85M -31,083 -12%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$13.3M +$706K +11,835 +6%
AWS
28
Atria Wealth Solutions
New York
$13.3M +$13.3M +222,911 New
SWM
29
Shelton Wealth Management
Texas
$12.8M -$2.51M -42,083 -16%
SFWA
30
Summit Financial Wealth Advisors
Louisiana
$12.6M -$25M -419,443 -67%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$12.2M -$2.86M -47,920 -19%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$11.5M -$980K -16,420 -8%
PAG
33
Private Advisor Group
New Jersey
$11.4M -$757K -12,686 -6%
PBF
34
Petix & Botte Financial
California
$11M +$5.63M +94,371 +104%
HWM
35
Holloway Wealth Management
Florida
$10.2M
KAS
36
Kestra Advisory Services
Texas
$9.68M -$148K -2,476 -1%
TIAM2
37
Tru Independence Asset Management 2
Oregon
$9.63M +$9.66M +161,825 New
WP
38
WealthSource Partners
California
$9.19M -$2.83M -47,374 -23%
BRWM
39
B. Riley Wealth Management
Tennessee
$8.96M +$2.67M +44,747 +42%
AWM
40
AE Wealth Management
Kansas
$8.69M +$6.35M +106,350 +268%
WF
41
Welch & Forbes
Massachusetts
$8.15M -$26.3K -441 -0.3%
SA
42
Shilanski & Associates
Alaska
$7.96M -$163K -2,739 -2%
MIAN
43
Mariner Independent Advisor Network
Kansas
$7.5M +$6.14M +102,922 +444%
TI
44
Tidal Investments
Wisconsin
$7.46M -$344K -5,761 -4%
SCA
45
Snowden Capital Advisors
New York
$7.33M +$2.76M +46,267 +60%
Jane Street
46
Jane Street
New York
$6.64M -$42.2M -707,707 -86%
GSWM
47
Golden State Wealth Management
California
$6.54M -$606K -10,157 -8%
KWM
48
Kingsview Wealth Management
Oregon
$6.22M -$559K -9,363 -8%
SF
49
Synovus Financial
Georgia
$5.85M -$7.14M -119,643 -55%
HIS
50
Harvest Investment Services
Illinois
$5.84M -$783K -13,127 -12%

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.