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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

384 hedge funds and large institutions have $6.37B invested in First Trust Enhanced Short Maturity ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 164 increasing their positions, 117 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+42
Holders Change %
+12.28%
% of All Funds
6.2%
Holding in Top 10
50
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+47.06%
% of All Funds
0.81%
New
76
Increased
164
Reduced
117
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$992M
2
LPL Financial
2
LPL Financial
California
$531M
3
Wells Fargo
3
Wells Fargo
California
$643M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$215M
5
UBS Group
5
UBS Group
Switzerland
$326M

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$19.2M
2
UCFA
2
United Capital Financial Advisors
Texas
$40.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
FEG
4
Financial Enhancement Group
Indiana
$15.4M
5
IPW
5
IronBridge Private Wealth
Texas
$9.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
126
WealthPLAN Partners
Nebraska
$4.44M +$4.44M +74,552 New
FA
127
Fiduciary Alliance
South Carolina
$4.37M +$4.37M +73,567 New
MOS
128
MGO One Seven
Ohio
$4.3M +$3.98M +66,996 +1,244%
IA
129
IFG Advisory
Georgia
$4.18M +$510K +8,578 +14%
EH
130
Equitable Holdings
New York
$4.17M +$175K +2,946 +4%
IA
131
Insight Advisors
Pennsylvania
$4.17M +$737K +12,401 +21%
RJT
132
Raymond James Trust
Florida
$4.14M +$3.45M +58,026 +500%
IWM
133
Iams Wealth Management
Nebraska
$4.12M +$4.12M +69,335 New
TCWM
134
Total Clarity Wealth Management
Illinois
$4.09M +$1.34M +22,496 +49%
FHA
135
Flagship Harbor Advisors
Massachusetts
$3.97M +$3.47M +58,391 +701%
OIA
136
OneDigital Investment Advisors
Kansas
$3.96M +$3.96M +66,542 New
EA
137
Ellsworth Advisors
Ohio
$3.81M -$1.49M -24,921 -28%
DI
138
DFPG Investments
Utah
$3.65M -$2.47M -41,473 -40%
HIS
139
Harvest Investment Services
Illinois
$3.64M +$839K +14,114 +30%
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$3.58M +$3.58M +60,236 New
WAP
141
Wealthcare Advisory Partners
Pennsylvania
$3.54M +$1.31M +21,959 +58%
FAIM
142
Financial Advocates Investment Management
Washington
$3.4M +$206K +3,461 +6%
BRWA
143
B. Riley Wealth Advisors
Florida
$3.37M +$607K +10,216 +22%
MWM
144
Mattern Wealth Management
Kansas
$3.31M -$25.1K -422 -0.8%
BCA
145
Bay Colony Advisors
Massachusetts
$3.29M +$3.29M +55,382 New
CA
146
Continuum Advisory
Idaho
$3.19M +$1.99M +33,504 +166%
AP
147
Atwood & Palmer
Missouri
$3.04M +$584K +9,825 +24%
WF
148
Welch & Forbes
Massachusetts
$3.02M -$4.71M -79,220 -61%
CWM
149
Catalyst Wealth Management
Georgia
$2.98M +$2.98M +50,151 New
EE
150
EWG Elevate
California
$2.96M +$82K +1,380 +3%
4 5
6
7 8