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First Trust Enhanced Short Maturity ETF

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: 284292 (+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: 1816 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
1IA
126
1834 Investment Advisors
Wisconsin
$1.62M -$376K -6,308 -19%
SAM
127
SignalPoint Asset Management
Missouri
$1.62M +$36.2K +607 +2%
BCP
128
Blackhawk Capital Partners
Wisconsin
$1.57M +$1.05M +17,580 +198%
CIAS
129
Capital Investment Advisory Services
North Carolina
$1.56M -$146K -2,454 -9%
UCI
130
Uncommon Cents Investing
Wisconsin
$1.51M -$216K -3,625 -13%
IWM
131
IHT Wealth Management
Illinois
$1.51M -$129K -2,159 -8%
IA
132
IFP Advisors
Florida
$1.5M -$8.3M -139,119 -85%
FFG
133
Ford Financial Group
California
$1.45M -$438K -7,332 -23%
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$1.43M -$351K -5,885 -20%
AWM
135
Aprio Wealth Management
Georgia
$1.41M -$200K -3,343 -12%
SF
136
Symphony Financial
Texas
$1.4M -$68.3K -1,144 -5%
WAP
137
Wealthcare Advisory Partners
Pennsylvania
$1.39M +$178K +2,981 +15%
RWM
138
Refined Wealth Management
Utah
$1.37M -$393K -6,591 -22%
KA
139
Kovack Advisors
Florida
$1.34M -$32.9K -552 -2%
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$1.31M -$6.15K -103 -0.5%
BFA
141
Brendel Financial Advisors
New Hampshire
$1.28M -$53.2K -892 -4%
KCFA
142
Key Client Fiduciary Advisors
New Jersey
$1.28M -$214K -3,585 -14%
CCM
143
Crabel Capital Management
California
$1.27M +$185K +3,107 +17%
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$1.27M -$1.95M -32,650 -60%
ETIA
145
Epic Trust Investment Advisors
Washington
$1.26M -$136K -2,280 -10%
KNW
146
Kesler Norman & Wride
Utah
$1.22M +$295K +4,938 +32%
SB
147
Strategic Blueprint
Georgia
$1.16M -$382K -6,397 -25%
TCM
148
TD Capital Management
Tennessee
$1.13M +$214K +3,591 +23%
CCA
149
Cottonwood Capital Advisors
Utah
$1.12M -$9.55K -160 -0.8%
ACP
150
Aveo Capital Partners
Colorado
$1.08M -$291K -4,873 -21%

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.