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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
VWA
126
V Wealth Advisors
Kansas
$1.59M -$133K -2,224 -8%
SAM
127
SignalPoint Asset Management
Missouri
$1.59M +$89.7K +1,499 +6%
Renaissance Technologies
128
Renaissance Technologies
New York
$1.58M +$496K +8,293 +46%
BAM
129
Bellevue Asset Management
Washington
$1.58M +$209K +3,490 +15%
SB
130
Strategic Blueprint
Georgia
$1.54M -$181K -3,022 -10%
IA
131
Insight Advisors
Pennsylvania
$1.52M +$203K +3,389 +15%
KCFA
132
Key Client Fiduciary Advisors
New Jersey
$1.5M +$1.5M +25,100 New
SF
133
Symphony Financial
Texas
$1.47M +$1.01M +16,908 +219%
EIA
134
Eldridge Investment Advisors
New Hampshire
$1.44M -$355K -5,924 -20%
ETIA
135
Epic Trust Investment Advisors
Washington
$1.4M +$1.4M +23,407 New
KA
136
Kovack Advisors
Florida
$1.39M -$170K -2,835 -11%
MIAN
137
Mariner Independent Advisor Network
Kansas
$1.39M +$189K +3,164 +16%
ACP
138
Aveo Capital Partners
Colorado
$1.38M -$18.3K -305 -1%
JCM
139
Jacobi Capital Management
Pennsylvania
$1.36M -$277K -4,630 -17%
BFA
140
Brendel Financial Advisors
New Hampshire
$1.34M -$497K -8,300 -27%
AP
141
Atwood & Palmer
Missouri
$1.33M +$534K +8,925 +67%
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$1.32M +$151K +2,516 +13%
GWA
143
GGM Wealth Advisors
Maryland
$1.25M +$1.25M +20,832 New
WAP
144
Wealthcare Advisory Partners
Pennsylvania
$1.22M +$123K +2,049 +11%
WWMSC
145
Wagner Wealth Management (South Carolina)
South Carolina
$1.2M -$470K -7,846 -28%
AWM
146
Apollon Wealth Management
South Carolina
$1.17M +$956K +15,972 +440%
OC
147
Oppenheimer & Co
New York
$1.16M -$510K -8,526 -31%
CCA
148
Cottonwood Capital Advisors
Utah
$1.13M +$1.13M +18,929 New
CCM
149
Crabel Capital Management
California
$1.09M -$724K -12,099 -40%
CWA
150
Capital Wealth Alliance
Arizona
$1.07M +$16.6K +277 +2%