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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
AWM
101
AE Wealth Management
Kansas
$2.37M +$364K +6,087 +18%
HWM
102
Howard Wealth Management
Connecticut
$2.36M -$201K -3,360 -8%
PPG
103
Peak Planning Group
Colorado
$2.33M -$484K -8,084 -17%
CWM
104
Cornerstone Wealth Management
Missouri
$2.23M -$303K -5,065 -12%
SWP
105
Stratos Wealth Partners
Ohio
$2.17M -$870K -14,530 -29%
HWM
106
Holloway Wealth Management
Florida
$2.17M
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$2.14M +$2.14M +35,725 New
CA
108
Calton & Associates
Florida
$2.04M -$423K -7,065 -17%
1IA
109
1834 Investment Advisors
Wisconsin
$2.01M -$448K -7,490 -18%
CCM
110
Chiron Capital Management
Florida
$2M -$5.21K -87 -0.3%
SG Americas Securities
111
SG Americas Securities
New York
$1.97M +$1.98M +33,000 New
CPIG
112
Chicago Partners Investment Group
Illinois
$1.94M -$533K -8,897 -21%
IAIM
113
International Assets Investment Management
Florida
$1.9M -$95.6K -1,597 -5%
TLFA
114
True Link Financial Advisors
California
$1.82M
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$1.79M -$31.7K -530 -2%
TW
116
Towerpoint Wealth
California
$1.78M +$835K +13,954 +88%
ACA
117
Ascension Capital Advisors
Texas
$1.78M -$554K -9,248 -24%
US Bancorp
118
US Bancorp
Minnesota
$1.78M -$13.7K -229 -0.8%
RWM
119
Refined Wealth Management
Utah
$1.77M -$19.8K -330 -1%
SFS
120
Sowell Financial Services
Arkansas
$1.75M -$2.93M -48,937 -63%
UCI
121
Uncommon Cents Investing
Wisconsin
$1.73M -$29.9K -500 -2%
CIAS
122
Capital Investment Advisory Services
North Carolina
$1.72M -$191K -3,185 -10%
IWM
123
IHT Wealth Management
Illinois
$1.65M +$37K +618 +2%
AWM
124
Aprio Wealth Management
Georgia
$1.62M +$903K +15,078 +126%
EL
125
Essex LLC
Illinois
$1.6M -$601K -10,047 -27%