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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
1
First Trust Advisors
Illinois
$158M
2
Wells Fargo
2
Wells Fargo
California
$403M
3
Morgan Stanley
3
Morgan Stanley
New York
$653M
4
LPL Financial
4
LPL Financial
California
$236M
5
PFS
5
Prospera Financial Services
Texas
$72.9M

Top Sellers

1
SFWA
1
Summit Financial Wealth Advisors
Louisiana
$1.3M
2
UCFA
2
United Capital Financial Advisors
Texas
$68M
3
Jane Street
3
Jane Street
New York
$0
4
PBF
4
Petix & Botte Financial
California
$5.48M
5
WP
5
WealthSource Partners
California
$3.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
26
Prostatis Group
Maryland
$27.7M +$27.7M +466,641 New
GIA
27
Gladstone Institutional Advisory
Florida
$26.7M +$21.4M +359,757 +401%
LRWA
28
Long Run Wealth Advisors
New York
$25.9M -$755K -12,709 -3%
Truist Financial
29
Truist Financial
North Carolina
$24.3M +$10.5M +177,257 +77%
PNC
30
Park National Corp
Ohio
$23.1M +$1.78M +29,897 +8%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$21.8M +$8.56M +144,115 +65%
KC
32
Kinloch Capital
Virginia
$20.7M +$2.18M +36,673 +12%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$20M +$15.8M +265,266 +369%
HI
34
Harbour Investments
Wisconsin
$17.1M +$17.1M +287,347 New
Bank of New York Mellon
35
Bank of New York Mellon
New York
$16.4M +$16.2M +272,623 +7,712%
PAG
36
Private Advisor Group
New Jersey
$14.1M +$2.74M +46,145 +24%
TNBTD
37
Trustmark National Bank Trust Department
Mississippi
$14.1M +$8.52M +143,422 +153%
SG
38
StoneX Group
New York
$13.5M +$8.89M +149,515 +192%
1W
39
1776 Wealth
Georgia
$13.4M -$255K -4,292 -2%
IPW
40
IronBridge Private Wealth
Texas
$13.3M +$13.3M +224,606 New
SWM
41
Shelton Wealth Management
Texas
$13.2M +$413K +6,959 +3%
AWS
42
Atria Wealth Solutions
New York
$12.6M -$613K -10,308 -5%
MIAN
43
Mariner Independent Advisor Network
Kansas
$12.3M +$4.81M +80,954 +64%
Renaissance Technologies
44
Renaissance Technologies
New York
$11.3M +$8.84M +148,809 +354%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$10.9M -$644K -10,852 -6%
FIA
46
Foundations Investment Advisors
Arizona
$10.6M +$10.6M +179,111 New
AWM
47
AE Wealth Management
Kansas
$10.4M +$1.7M +28,647 +20%
TIAM2
48
Tru Independence Asset Management 2
Oregon
$9.48M -$128K -2,149 -1%
DI
49
DFPG Investments
Utah
$8.88M +$3.95M +66,492 +80%
LWAC
50
Laurel Wealth Advisors (California)
California
$8.79M +$8.79M +148,069 New
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