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 %
HSA
51
HBK Sorce Advisory
Pennsylvania
$17.6M 296,402 +172,584 +139%
SG
52
StoneX Group
New York
$17.2M 288,865 +39,082 +16%
LIA
53
Luken Investment Analytics
Tennessee
$17.1M 287,905 +287,905 New
FWA
54
FSC Wealth Advisors
New York
$16.8M 282,375 +282,375 New
Citigroup
55
Citigroup
New York
$16.7M 281,240 +173,147 +160%
MAM
56
Milestone Asset Management
Pennsylvania
$16.5M 276,559 +276,559 New
FEG
57
Financial Enhancement Group
Indiana
$15.4M 258,810 -152,953 -37%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$15.3M 258,179 +66,025 +34%
LRWA
59
Long Run Wealth Advisors
New York
$15.1M 254,878 -14,449 -5%
SW
60
Simplicity Wealth
New Jersey
$14.9M 250,039 +250,039 New
WWA
61
WCG Wealth Advisors
Nevada
$14.4M 242,251 -34,042 -12%
1W
62
1776 Wealth
Georgia
$14.3M 240,060 +21,473 +10%
DADC
63
D.A. Davidson & Co
Montana
$14.2M 238,246 +154,121 +183%
WI
64
Wintrust Investments
Illinois
$14.1M 238,025 +212,846 +845%
SPC
65
Sigma Planning Corp
Michigan
$14.1M 237,692 +42,598 +22%
KPWS
66
Kestra Private Wealth Services
Texas
$13.9M 233,035 +149,160 +178%
JIP
67
Jaffetilchin Investment Partners
Florida
$13.2M 222,242 -11,264 -5%
EC
68
EdgeRock Capital
Colorado
$12.4M 208,990 +1,968 +1%
MFG
69
Mainsail Financial Group
Washington
$12.1M 203,110 +203,110 New
KWM
70
Kingsview Wealth Management
Oregon
$11.7M 196,718 +12,759 +7%
AWA
71
Amplius Wealth Advisors
Pennsylvania
$11.7M 196,299 +196,299 New
RA
72
RiverTree Advisors
Florida
$11.4M 192,341 +192,341 New
TW
73
Towerpoint Wealth
California
$11.3M 190,095 -23,687 -11%
CAN
74
Cetera Advisor Networks
California
$11.2M 188,514 +39,401 +26%
FIA
75
Foundations Investment Advisors
Arizona
$11.1M 187,325 +147,673 +372%
1 2
3
4 5