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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

291 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, 148 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+9
Holders Change %
+3.19%
% 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
148
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$166M
2
Morgan Stanley
Morgan Stanley
New York
$542M
3
Bank of America
Bank of America
North Carolina
$189M
4
FEG
Financial Enhancement Group
Indiana
$30.7M
5
Wells Fargo
Wells Fargo
California
$281M

Top Sellers

1
Jane Street
Jane Street
New York
$6.64M
2
SFWA
Summit Financial Wealth Advisors
Louisiana
$12.6M
3
Citadel Advisors
Citadel Advisors
Florida
$1.83M
4
HighTower Advisors
HighTower Advisors
Illinois
$30M
5
Stifel Financial
Stifel Financial
Missouri
$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
151
Tanager Wealth Management
United Kingdom
$1.08M -$2.31M -38,827 -68%
CWA
152
Capital Wealth Alliance
Arizona
$1.07M +$119 +2 +0%
EL
153
Essex LLC
Illinois
$1.03M -$561K -9,416 -35%
CCFM
154
Clear Creek Financial Management
Washington
$994K +$96.7K +1,623 +11%
FIM
155
Freedom Investment Management
Connecticut
$990K -$2.49M -41,753 -72%
BRWA
156
B. Riley Wealth Advisors
Florida
$990K +$1.85K +31 +0.2%
CMS
157
Capital Market Strategies
Florida
$971K – – –
AWM
158
Axxcess Wealth Management
California
$953K -$112K -1,887 -11%
SOS
159
Silver Oak Securities
Tennessee
$950K +$950K +15,958 New
PIA
160
Perennial Investment Advisors
California
$947K +$374K +6,262 +65%
NWMG
161
National Wealth Management Group
Ohio
$940K +$497K +8,348 +112%
AIC
162
Archer Investment Corporation
Indiana
$935K +$57.1K +959 +7%
AWM
163
Apollon Wealth Management
South Carolina
$930K -$236K -3,972 -20%
CAM
164
Cresset Asset Management
Illinois
$883K +$620K +10,396 +235%
ACA
165
Affinity Capital Advisors
California
$881K -$102K -1,707 -10%
PPWM
166
Paragon Private Wealth Management
Kentucky
$881K +$44.4K +745 +5%
OMC
167
Old Mission Capital
Illinois
$878K -$66K -1,108 -7%
EH
168
Equitable Holdings
New York
$855K +$103K +1,730 +14%
VA
169
Valmark Advisers
Ohio
$855K +$563K +9,468 +193%
JCM
170
Jacobi Capital Management
Pennsylvania
$850K -$508K -8,536 -37%
BCM
171
Breiter Capital Management
Florida
$846K +$846K +14,205 New
FCA
172
FinTrust Capital Advisors
South Carolina
$835K -$2.38K -40 -0.3%
ACI
173
Alpha Cubed Investments
California
$824K -$7.68K -129 -0.9%
MAS
174
Madden Advisory Services
Florida
$817K – – –
AFA
175
American Financial Advisors
Georgia
$811K -$107K -1,796 -12%
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