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First Trust Enhanced Short Maturity ETF

284 hedge funds and large institutions have $2.66B invested in First Trust Enhanced Short Maturity ETF in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 76 increasing their positions, 135 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 21

8% more funds holding

Funds holding: 262284 (+22)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

0.77% more ownership

Funds ownership: 61.52%62.29% (+0.77%)

1% less capital invested

Capital invested by funds: $2.69B → $2.66B (-$30.8M)

44% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 135

Holders
284
Holders Change
+22
Holders Change %
+8.4%
% of All Funds
4.37%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.28%
New
49
Increased
76
Reduced
135
Closed
21
Calls
$43K
Puts
Net Calls
+$43K
Net Calls Change
+$43K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$4.18M +$4.19M +69,930 New
SWM
77
Strategic Wealth Management
Washington
$4.16M -$5.94M -99,208 -59%
SWM
78
Spire Wealth Management
Virginia
$4.09M -$91.2K -1,524 -2%
GWM
79
Geneos Wealth Management
Colorado
$4.05M -$111K -1,853 -3%
WWM
80
WT Wealth Management
Arizona
$3.94M -$200K -3,341 -5%
PFS
81
Prospera Financial Services
Texas
$3.9M -$2.47M -41,306 -39%
JP Morgan Chase
82
JP Morgan Chase
New York
$3.86M -$286K -4,785 -7%
DADC
83
D.A. Davidson & Co
Montana
$3.66M -$70.9K -1,185 -2%
FIM
84
Freedom Investment Management
Connecticut
$3.49M +$295K +4,931 +9%
TWM
85
Tanager Wealth Management
United Kingdom
$3.4M +$3.41M +56,933 New
Creative Planning
86
Creative Planning
Kansas
$3.37M +$3.38M +56,417 New
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$3.23M +$2.71M +45,296 +520%
MA
88
Mutual Advisors
Nebraska
$3.09M -$51.7K -864 -2%
MSFS
89
Main Street Financial Solutions
Pennsylvania
$3.08M -$27.7K -463 -0.9%
GWM
90
Gray Wealth Management
Maine
$2.85M -$1.16M -19,301 -29%
CWM
91
Cranbrook Wealth Management
Michigan
$2.7M +$245K +4,092 +10%
RJT
92
Raymond James Trust
Florida
$2.62M +$19.1K +319 +0.7%
QCIG
93
Quad-Cities Investment Group
Iowa
$2.61M -$214K -3,574 -8%
TCM
94
Triumph Capital Management
Colorado
$2.58M +$1.93M +32,235 +293%
EE
95
EWG Elevate
California
$2.56M +$2.56M +42,729 New
RA
96
RFG Advisory
Alabama
$2.49M -$690K -11,529 -22%
GC
97
Grimes & Company
Massachusetts
$2.48M +$2.48M +41,500 New
AI
98
Atria Investments
North Carolina
$2.45M +$78.3K +1,308 +3%
WWM
99
Western Wealth Management
Colorado
$2.42M +$2.42M +40,464 New
BWM
100
BerganKDV Wealth Management
Minnesota
$2.42M +$134K +2,231 +6%