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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

342 hedge funds and large institutions have $4.53B invested in First Trust Enhanced Short Maturity ETF in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 154 increasing their positions, 105 reducing their positions, and 26 closing their positions.

Holders
342
Holders Change
+23
Holders Change %
+7.21%
% of All Funds
5.91%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.59%
New
57
Increased
154
Reduced
105
Closed
26
Calls
$5K
Puts
$9K
Net Calls
-$4K
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$810M
2
LPL Financial
2
LPL Financial
California
$380M
3
Wells Fargo
3
Wells Fargo
California
$525M
4
MF
4
Manchester Financial
California
$61.4M
5
AWS
5
Atria Wealth Solutions
New York
$54.8M

Top Sellers

1
PFS
1
Prospera Financial Services
Texas
$26.2M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$117M
3
OMC
3
Old Mission Capital
Illinois
$0
4
PG
4
Prostatis Group
Maryland
$1.99M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$4.33M
Name Market Value Shares Shares
Change 		Shares
Change %
BIM
51
Bullseye Investment Management
Ohio
$11.8M 198,720 +198,720 New
SPC
52
Sigma Planning Corp
Michigan
$11.6M 195,094 +67,973 +53%
OC
53
Oppenheimer & Co
New York
$11.4M 192,663 +114,176 +145%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$11.4M 192,154 +9,290 +5%
SI
55
Stephens Inc
Arkansas
$11.3M 190,344 +150,375 +376%
KWM
56
Kingsview Wealth Management
Oregon
$10.9M 183,959 +65,251 +55%
Citadel Advisors
57
Citadel Advisors
Florida
$10.8M 182,118 +68,438 +60%
TA
58
TrueWealth Advisors
Alabama
$10.5M 176,627 +90,997 +106%
KPW
59
Kore Private Wealth
New York
$9.66M 162,821 +162,821 New
CAN
60
Cetera Advisor Networks
California
$8.85M 149,113 +48,646 +48%
GSC
61
G&S Capital
Colorado
$7.85M 132,287 +29,392 +29%
WF
62
Welch & Forbes
Massachusetts
$7.72M 130,072 +5,411 +4%
SCA
63
Snowden Capital Advisors
New York
$7.61M 128,349 +3,223 +3%
RCAG
64
Rehmann Capital Advisory Group
Michigan
$7.5M 126,457 +126,457 New
HSA
65
HBK Sorce Advisory
Pennsylvania
$7.35M 123,818 +110,690 +843%
SF
66
Synovus Financial
Georgia
$7.33M 123,477 -18,651 -13%
MML Investors Services
67
MML Investors Services
Massachusetts
$7.18M 120,969 +19,913 +20%
TI
68
Tidal Investments
Wisconsin
$7.08M 119,304 -6,620 -5%
TYCC
69
Texas Yale Capital Corp
Florida
$6.88M 115,900 -28,000 -19%
TA
70
TKG Advisors
Indiana
$6.81M 114,715 +8,227 +8%
CCIA
71
Cherry Creek Investment Advisors
Colorado
$6.7M 112,894 +31,384 +39%
WFS
72
Weitzel Financial Services
Iowa
$6.53M 110,060 +6,672 +6%
Citigroup
73
Citigroup
New York
$6.41M 108,093 +49,324 +84%
CFG
74
Citizens Financial Group
Rhode Island
$6.25M 105,188 +25,530 +32%
IFS
75
Ifrah Financial Services
Arkansas
$6.23M 104,932 +35,718 +52%
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