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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 %
TCM
76
TD Capital Management
Tennessee
$11M 185,794 +102,413 +123%
FCM
77
Family Capital Management
Michigan
$10.9M 182,816 +182,816 New
TNBTD
78
Trustmark National Bank Trust Department
Mississippi
$10.8M 181,424 -49,669 -21%
WP
79
WealthSource Partners
California
$10.8M 181,056 +105,714 +140%
AC
80
Avestar Capital
New York
$10.7M 180,749 +105,438 +140%
TA
81
TrueWealth Advisors
Alabama
$10.6M 177,724 +1,097 +0.6%
GWM
82
GDS Wealth Management
Texas
$9.96M 167,592 +156,331 +1,388%
IPW
83
IronBridge Private Wealth
Texas
$9.84M 165,517 -122,602 -43%
CCIA
84
Cherry Creek Investment Advisors
Colorado
$9.7M 163,127 +50,233 +44%
CFG
85
Citizens Financial Group
Rhode Island
$9.62M 161,917 +56,729 +54%
CCFM
86
Clear Creek Financial Management
Washington
$9.41M 158,259 +154,210 +3,809%
LCWP
87
Legacy Capital Wealth Partners
Arkansas
$9.38M 157,787 +157,787 New
WFS
88
Weitzel Financial Services
Iowa
$9.35M 157,369 +47,309 +43%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$9.21M 154,976 +85,765 +124%
OC
90
Oppenheimer & Co
New York
$9.04M 152,152 -40,511 -21%
GSC
91
G&S Capital
Colorado
$8.12M 136,647 +4,360 +3%
SF
92
Synovus Financial
Georgia
$7.94M 133,580 +10,103 +8%
SI
93
Stephens Inc
Arkansas
$7.93M 133,471 -56,873 -30%
MA
94
Mutual Advisors
Nebraska
$7.65M 128,696 +84,944 +194%
ATPW
95
Ashton Thomas Private Wealth
Arizona
$7.57M 127,382 +53,258 +72%
SCA
96
Snowden Capital Advisors
New York
$7.55M 127,061 -1,288 -1%
RCAG
97
Rehmann Capital Advisory Group
Michigan
$7.48M 125,924 -533 -0.4%
SA
98
Shilanski & Associates
Alaska
$7.4M 124,445 +124,445 New
TWM
99
Tanager Wealth Management
United Kingdom
$7.39M 124,283 +76,888 +162%
FHA
100
First Horizon Advisors
Tennessee
$7.05M 118,560 +118,560 New
2 3
4
5 6