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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
TNBTD
51
Trustmark National Bank Trust Department
Mississippi
$5.57M -$350K -5,860 -6%
SPC
52
Sigma Planning Corp
Michigan
$5.5M -$7.81M -130,862 -59%
Mariner
53
Mariner
Kansas
$5.43M -$3.23M -54,187 -37%
MML Investors Services
54
MML Investors Services
Massachusetts
$5.4M -$408K -6,829 -7%
GIA
55
Gladstone Institutional Advisory
Florida
$5.34M -$3.43M -57,393 -39%
TCM
56
Triumph Capital Management
Colorado
$5.24M +$2.67M +44,822 +104%
SAM
57
Strategy Asset Managers
California
$5.05M +$5.07M +84,919 New
DI
58
DFPG Investments
Utah
$4.95M -$571K -9,574 -10%
WP
59
WealthPLAN Partners
Nebraska
$4.81M -$74.5K -1,248 -2%
WIM
60
WealthPlan Investment Management
Nebraska
$4.81M +$4.83M +80,881 New
SG
61
StoneX Group
New York
$4.65M -$1.11M -18,518 -19%
EA
62
Ellsworth Advisors
Ohio
$4.56M -$100K -1,683 -2%
KPWS
63
Kestra Private Wealth Services
Texas
$4.49M -$792K -13,266 -15%
AAS
64
Ameritas Advisory Services
Nebraska
$4.48M -$1.2M -20,157 -21%
SG
65
Strid Group
Pennsylvania
$4.42M +$154K +2,581 +4%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$4.28M +$116K +1,942 +3%
NW
67
NewEdge Wealth
Pennsylvania
$4.25M +$4.26M +71,369 New
SWP
68
ShoreHaven Wealth Partners
New Jersey
$4.16M -$2.67M -44,759 -39%
WWM
69
Western Wealth Management
Colorado
$4.09M +$1.69M +28,259 +70%
AC
70
Avestar Capital
New York
$4.08M -$1.09M -18,233 -21%
MIM
71
MTM Investment Management
South Carolina
$3.95M -$1.27M -21,240 -24%
BCI
72
Brinker Capital Investments
Pennsylvania
$3.93M -$1.58M -26,441 -29%
DADC
73
D.A. Davidson & Co
Montana
$3.88M +$238K +3,996 +7%
TFS
74
TrustCore Financial Services
Tennessee
$3.85M +$3.47M +58,125 +899%
PFS
75
Prospera Financial Services
Texas
$3.82M -$66.9K -1,121 -2%

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.