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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

319 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 56 funds opening new positions, 124 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+28
Holders Change %
+9.62%
% of All Funds
5.39%
Holding in Top 10
28
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+75%
% of All Funds
0.47%
New
56
Increased
124
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
$158M
2
Wells Fargo
Wells Fargo
California
$403M
3
Morgan Stanley
Morgan Stanley
New York
$653M
4
LPL Financial
LPL Financial
California
$236M
5
PFS
Prospera Financial Services
Texas
$72.9M

Top Sellers

1
SFWA
Summit Financial Wealth Advisors
Louisiana
$1.3M
2
UCFA
United Capital Financial Advisors
Texas
$68M
3
Jane Street
Jane Street
New York
$0
4
PBF
Petix & Botte Financial
California
$5.48M
5
WP
WealthSource Partners
California
$3.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$410K +6,904 +26%
HWM
129
Howard Wealth Management
Connecticut
$1.93M -$267K -4,490 -12%
EIA
130
Eldridge Investment Advisors
New Hampshire
$1.91M +$71.3K +1,200 +4%
SWP
131
Stratos Wealth Partners
Ohio
$1.9M +$193K +3,248 +11%
WAP
132
Wealthcare Advisory Partners
Pennsylvania
$1.86M +$466K +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 +$1.82M +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 +$7.72K +130 +0.4%
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
$1.78M +$515K +8,679 +41%
CCM
138
Chiron Capital Management
Florida
$1.77M -$215K -3,621 -11%
ACA
139
Ascension Capital Advisors
Texas
$1.74M – – –
KCFA
140
Key Client Fiduciary Advisors
New Jersey
$1.67M +$387K +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%
William Blair & Company
143
William Blair & Company
Illinois
$1.55M -$280K -4,720 -15%
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$1.52M +$99.9K +1,683 +7%
UCI
145
Uncommon Cents Investing
Wisconsin
$1.51M -$594 -10 -0%
IA
146
IFP Advisors
Florida
$1.5M – – –
MAM
147
Madison Asset Management
Wisconsin
$1.5M +$1.5M +25,210 New
TCM
148
TD Capital Management
Tennessee
$1.45M +$325K +5,469 +29%
IWM
149
IHT Wealth Management
Illinois
$1.43M -$77.4K -1,304 -5%
FFG
150
Ford Financial Group
California
$1.37M -$78.2K -1,317 -5%
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