FTSM icon

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 %
Mariner
26
Mariner
Kansas
$36.2M 608,629 +510,574 +521%
SPIA
27
Steward Partners Investment Advisory
New York
$34.7M 584,126 +39,151 +7%
GIA
28
Gladstone Institutional Advisory
Florida
$33.4M 562,390 +10,820 +2%
KAS
29
Kestra Advisory Services
Texas
$33.2M 558,485 -39,313 -7%
Truist Financial
30
Truist Financial
North Carolina
$29.6M 497,524 +23,483 +5%
Renaissance Technologies
31
Renaissance Technologies
New York
$29.2M 491,600 +156,828 +47%
SMF
32
Sterling Manor Financial
New York
$28.9M 486,933 +68,528 +16%
Corient Private Wealth
33
Corient Private Wealth
Florida
$28.7M 483,633 +483,633 New
Baird Financial Group
34
Baird Financial Group
Wisconsin
$28.6M 481,979 -117,705 -20%
CA
35
Crumly & Associates
Illinois
$26.7M 449,269 +412,986 +1,138%
KC
36
Kinloch Capital
Virginia
$26.4M 443,355 -7,375 -2%
PNC
37
Park National Corp
Ohio
$26.2M 441,072 +30,146 +7%
AWM
38
AE Wealth Management
Kansas
$26.1M 439,423 +121,393 +38%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$25.4M 426,676 -25,147 -6%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$25.3M 425,737 +352,677 +483%
AAS
41
Avantax Advisory Services
Texas
$25M 420,391 +218,835 +109%
AI
42
Atria Investments
North Carolina
$22.6M 380,013 +315,976 +493%
HI
43
Harbour Investments
Wisconsin
$20.9M 351,323 +63,976 +22%
CAS
44
Coppell Advisory Solutions
Texas
$20.8M 349,793 +349,793 New
CASC
45
Coppell Advisory Solutions Corp
Texas
$20.8M 349,793 +349,793 New
SAM
46
Synergy Asset Management
Washington
$19.7M 331,674 -116,306 -26%
MML Investors Services
47
MML Investors Services
Massachusetts
$19.4M 325,731 +204,762 +169%
AWS
48
Atria Wealth Solutions
New York
$19.2M 322,676 -598,685 -65%
SWM
49
Shelton Wealth Management
Texas
$18.1M 304,646 +81,306 +36%
SL
50
Systelligence LLC
Minnesota
$17.6M 296,647 +296,647 New
1
2
3 4 5