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First Trust Enhanced Short Maturity ETF
FTSM

321 hedge funds and large institutions have $3.77B invested in First Trust Enhanced Short Maturity ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 125 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 24

75% more funds holding in top 10

Funds holding in top 10: 16 → 28 (+12)

43% more capital invested

Capital invested by funds: $2.64B → $3.77B (+$1.13B)

17% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 107

10% more funds holding

Funds holding: 292 → 321 (+29)

9.42% more ownership

Funds ownership: 64.91% → 74.33% (+9.4%)

44% less call options, than puts

Call options by funds: $5K | Put options by funds: $9K

Holders
321
Holders Change
+29
Holders Change %
+9.93%
% of All Funds
5.41%
Holding in Top 10
28
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+75%
% of All Funds
0.47%
New
57
Increased
125
Reduced
107
Closed
24
Calls
$5K
Puts
$9K
Net Calls
-$4K
Net Calls Change
-$4K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$143M
2
Wells Fargo
Wells Fargo
California
+$123M
3
Morgan Stanley
Morgan Stanley
New York
+$113M
4
LPL Financial
LPL Financial
California
+$70.4M
5
PFS
Prospera Financial Services
Texas
+$69.2M

Top Sellers

1
SFWA
Summit Financial Wealth Advisors
Louisiana
-$11.3M
2
UCFA
United Capital Financial Advisors
Texas
-$8.82M
3
Jane Street
Jane Street
New York
-$6.64M
4
PBF
Petix & Botte Financial
California
-$5.51M
5
WP
WealthSource Partners
California
-$5.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
101
JP Morgan Chase
New York
$3.09M +$109K +1,837 +4%
TWM
102
Tanager Wealth Management
United Kingdom
$3.06M +$1.99M +33,393 +184%
EH
103
Equitable Holdings
New York
$2.99M +$2.14M +35,968 +250%
MIM
104
MTM Investment Management
South Carolina
$2.97M -$972K -16,338 -25%
SG
105
Strid Group
Pennsylvania
$2.89M -$1.52M -25,583 -34%
CWM
106
Cranbrook Wealth Management
Michigan
$2.88M +$111K +1,865 +4%
TCM
107
Triumph Capital Management
Colorado
$2.82M -$2.41M -40,578 -46%
EE
108
EWG Elevate
California
$2.81M -$99.6K -1,674 -3%
MSFS
109
Main Street Financial Solutions
Pennsylvania
$2.75M -$275K -4,624 -9%
BCP
110
Blackhawk Capital Partners
Wisconsin
$2.73M +$1.16M +19,461 +74%
FIM
111
Freedom Investment Management
Connecticut
$2.71M +$1.72M +28,955 +174%
BWM
112
BerganKDV Wealth Management
Minnesota
$2.7M +$112K +1,884 +4%
GC
113
Grimes & Company
Massachusetts
$2.64M +$174K +2,923 +7%
MA
114
Mutual Advisors
Nebraska
$2.62M +$26.2K +441 +1%
VCM
115
Virtue Capital Management
Tennessee
$2.62M +$437K +7,353 +20%
PWM
116
Peterson Wealth Management
Nevada
$2.42M +$2.43M +40,814 New
AI
117
Atria Investments
North Carolina
$2.42M -$355K -5,961 -13%
SI
118
Stephens Inc
Arkansas
$2.37M +$390K +6,548 +20%
QCIG
119
Quad-Cities Investment Group
Iowa
$2.26M -$104K -1,752 -4%
FWM
120
Frontier Wealth Management
Missouri
$2.25M -$114K -1,913 -5%
GWM
121
Gray Wealth Management
Maine
$2.21M -$374K -6,279 -14%
CPIG
122
Chicago Partners Investment Group
Illinois
$2.17M -$158K -2,652 -7%
RA
123
RFG Advisory
Alabama
$2.1M -$293K -4,921 -12%
Creative Planning
124
Creative Planning
Kansas
$2.08M +$401K +6,747 +24%
BAM
125
Bellevue Asset Management
Washington
$2.05M +$165K +2,765 +9%
3 4
5
6 7

FTSM Hedge Fund Activity: Q2 2022 in Review

321 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q2 2022, worth a combined $3.77B — up 43% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new FTSM positions and 24 closed out — a net gain of 33 holders — while 125 added to existing stakes and 107 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $143M. The largest seller was Summit Financial Wealth Advisors, cutting an estimated $11.3M.

  • 321 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q2 2022, up from 292 in Q1 2022.
  • Funds reported $3.77B of First Trust Enhanced Short Maturity ETF stock for Q2 2022, up 43% quarter-over-quarter.
  • 57 funds opened new First Trust Enhanced Short Maturity ETF positions in Q2 2022 and 24 closed out, a net change of +33 holders.
  • The largest First Trust Enhanced Short Maturity ETF buyer in Q2 2022 was First Trust Advisors, an estimated $143M added.
  • The largest First Trust Enhanced Short Maturity ETF seller in Q2 2022 was Summit Financial Wealth Advisors, an estimated $11.3M sold.

Based on aggregated 13F filings for Q2 2022.