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First Trust Enhanced Short Maturity ETF
FTSM

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: 284 → 292 (+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: 18 → 16 (-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
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$27M
2
Morgan Stanley
Morgan Stanley
New York
+$23.1M
3
Bank of America
Bank of America
North Carolina
+$21M
4
FEG
Financial Enhancement Group
Indiana
+$18.8M
5
Wells Fargo
Wells Fargo
California
+$18.4M

Top Sellers

1
Jane Street
Jane Street
New York
-$42.2M
2
SFWA
Summit Financial Wealth Advisors
Louisiana
-$25M
3
Citadel Advisors
Citadel Advisors
Florida
-$22.7M
4
HighTower Advisors
HighTower Advisors
Illinois
-$20.3M
5
Stifel Financial
Stifel Financial
Missouri
-$18.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MHS
76
M Holdings Securities
Oregon
$3.79M +$3.8M +63,620 New
Citigroup
77
Citigroup
New York
$3.74M -$568K -9,521 -13%
APA
78
American Portfolios Advisors
New York
$3.74M -$889K -14,891 -19%
FAIM
79
Financial Advocates Investment Management
Washington
$3.72M -$1.15M -19,345 -24%
CAN
80
Cetera Advisor Networks
California
$3.71M -$2.49M -41,718 -40%
T
81
TCWP
Ohio
$3.4M -$7.01M -117,518 -67%
WWM
82
WT Wealth Management
Arizona
$3.37M -$557K -9,326 -14%
GWANC
83
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.34M -$1.96M -32,924 -37%
MSFS
84
Main Street Financial Solutions
Pennsylvania
$3.03M -$29.8K -499 -1%
JP Morgan Chase
85
JP Morgan Chase
New York
$2.99M -$849K -14,224 -22%
EE
86
EWG Elevate
California
$2.91M +$369K +6,189 +14%
FHC
87
First Heartland Consultants
Missouri
$2.91M +$2.51M +42,104 +620%
AI
88
Atria Investments
North Carolina
$2.78M +$341K +5,719 +14%
CWM
89
Cranbrook Wealth Management
Michigan
$2.78M +$85.8K +1,438 +3%
MA
90
Mutual Advisors
Nebraska
$2.6M -$480K -8,045 -16%
BWM
91
BerganKDV Wealth Management
Minnesota
$2.6M +$196K +3,279 +8%
GWM
92
Gray Wealth Management
Maine
$2.59M -$254K -4,263 -9%
OC
93
Oppenheimer & Co
New York
$2.56M +$1.41M +23,684 +122%
NA
94
NewEdge Advisors
Louisiana
$2.54M -$3.88M -65,042 -60%
Renaissance Technologies
95
Renaissance Technologies
New York
$2.5M +$924K +15,491 +58%
GC
96
Grimes & Company
Massachusetts
$2.47M – – –
SWM
97
Spire Wealth Management
Virginia
$2.45M -$1.62M -27,148 -40%
LA
98
Latitude Advisors
Florida
$2.43M +$2.44M +40,885 New
RA
99
RFG Advisory
Alabama
$2.4M -$85.9K -1,439 -3%
QCIG
100
Quad-Cities Investment Group
Iowa
$2.37M -$227K -3,811 -9%
2 3
4
5 6

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.