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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
AWM
151
Axxcess Wealth Management
California
$1.07M +$1.07M +17,887 New
BRWA
152
B. Riley Wealth Advisors
Florida
$992K -$8.38K -140 -0.8%
ACA
153
Affinity Capital Advisors
California
$987K +$29.3K +490 +3%
CMS
154
Capital Market Strategies
Florida
$975K +$976K +16,308 New
OMC
155
Old Mission Capital
Illinois
$948K +$459K +7,659 +93%
PMG
156
ProVise Management Group
Florida
$942K -$7.9K -132 -0.8%
KNW
157
Kesler Norman & Wride
Utah
$932K -$43.7K -730 -4%
AFA
158
American Financial Advisors
Georgia
$922K -$81.2K -1,356 -8%
TCM
159
TD Capital Management
Tennessee
$916K +$211K +3,522 +30%
CCFM
160
Clear Creek Financial Management
Washington
$901K -$2.51K -42 -0.3%
AIC
161
Archer Investment Corporation
Indiana
$882K +$51.3K +857 +6%
CFGS
162
Concourse Financial Group Securities
Alabama
$874K -$775K -12,941 -47%
HPM
163
Hudson Portfolio Management
New York
$870K -$797K -13,305 -48%
PPW
164
Pinnacle Private Wealth
Massachusetts
$864K +$865K +14,442 New
FCA
165
FinTrust Capital Advisors
South Carolina
$841K +$71.8K +1,199 +9%
PPWM
166
Paragon Private Wealth Management
Kentucky
$840K +$841K +14,053 New
ACI
167
Alpha Cubed Investments
California
$836K -$2.75K -46 -0.3%
PFA
168
Pinnacle Family Advisors
Missouri
$835K -$58.8K -982 -7%
MAS
169
Madden Advisory Services
Florida
$821K -$25K -418 -3%
FMTC
170
Farmers & Merchants Trust Company
California
$796K
CIA
171
Compass Ion Advisors
Pennsylvania
$796K +$718 +12 +0.1%
PPP
172
Private Portfolio Partners
New Jersey
$789K +$120K +2,010 +18%
EH
173
Equitable Holdings
New York
$756K -$50.2K -838 -6%
SW
174
SteelPeak Wealth
California
$736K +$737K +12,312 New
LFG
175
Larson Financial Group
Missouri
$731K +$8.56K +143 +1%