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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
TFS
126
TrustCore Financial Services
Tennessee
$1.98M -$1.86M -31,265 -48%
CWM
127
Cornerstone Wealth Management
Missouri
$1.97M -$126K -2,118 -6%
CIAS
128
Capital Investment Advisory Services
North Carolina
$1.97M +$411K +6,904 +26%
HWM
129
Howard Wealth Management
Connecticut
$1.93M -$267K -4,490 -12%
EIA
130
Eldridge Investment Advisors
New Hampshire
$1.91M +$71.4K +1,200 +4%
SWP
131
Stratos Wealth Partners
Ohio
$1.9M +$193K +3,248 +11%
WAP
132
Wealthcare Advisory Partners
Pennsylvania
$1.86M +$467K +7,842 +33%
1IA
133
1834 Investment Advisors
Wisconsin
$1.84M +$219K +3,682 +14%
Wealth Enhancement Advisory Services
134
Wealth Enhancement Advisory Services
Minnesota
$1.82M +$1.83M +30,684 New
IGWM
135
ICA Group Wealth Management
Colorado
$1.82M -$90.4K -1,520 -5%
TLFA
136
True Link Financial Advisors
California
$1.82M +$7.73K +130 +0.4%
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
$1.78M +$516K +8,679 +41%
CCM
138
Chiron Capital Management
Florida
$1.76M -$215K -3,621 -11%
ACA
139
Ascension Capital Advisors
Texas
$1.74M – – –
KCFA
140
Key Client Fiduciary Advisors
New Jersey
$1.67M +$388K +6,521 +30%
SAM
141
SignalPoint Asset Management
Missouri
$1.6M -$14.5K -244 -0.9%
IA
142
Insight Advisors
Pennsylvania
$1.59M -$131K -2,209 -8%
PPG
143
Peak Planning Group
Colorado
$1.58M +$1.58M +26,526 New
William Blair & Company
144
William Blair & Company
Illinois
$1.55M -$281K -4,720 -15%
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$1.52M +$100K +1,683 +7%
UCI
146
Uncommon Cents Investing
Wisconsin
$1.5M -$595 -10 -0%
IA
147
IFP Advisors
Florida
$1.5M – – –
MAM
148
Madison Asset Management
Wisconsin
$1.5M +$1.5M +25,210 New
TCM
149
TD Capital Management
Tennessee
$1.45M +$325K +5,469 +29%
IWM
150
IHT Wealth Management
Illinois
$1.43M -$77.6K -1,304 -5%
4 5
6
7 8

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.