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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 %
RWM
151
Refined Wealth Management
Utah
$1.36M -$1.07K -18 -0.1%
PPW
152
Pinnacle Private Wealth
Massachusetts
$1.33M +$874K +14,717 +191%
LA
153
Latitude Advisors
Florida
$1.32M -$1.11M -18,671 -46%
SMF
154
Sterling Manor Financial
New York
$1.32M +$1.02M +17,159 +343%
SFWA
155
Summit Financial Wealth Advisors
Louisiana
$1.3M -$11.2M -189,200 -90%
DC
156
Davenport & Co
Virginia
$1.28M +$1.05M +17,735 +463%
SF
157
Symphony Financial
Texas
$1.24M -$157K -2,640 -11%
PPP
158
Private Portfolio Partners
New Jersey
$1.22M +$407K +6,848 +50%
CAM
159
Cresset Asset Management
Illinois
$1.17M +$286K +4,812 +32%
BPA
160
Beacon Pointe Advisors
California
$1.16M -$920K -15,413 -44%
CCA
161
Cottonwood Capital Advisors
Utah
$1.16M +$42K +707 +4%
ASN
162
Advisory Services Network
Georgia
$1.14M +$698K +11,744 +156%
MAS
163
Madden Advisory Services
Florida
$1.13M +$315K +5,309 +39%
KA
164
Kovack Advisors
Florida
$1.13M -$214K -3,610 -16%
AWM
165
Aprio Wealth Management
Georgia
$1.05M -$359K -6,050 -26%
BRWA
166
B. Riley Wealth Advisors
Florida
$1.05M +$58.5K +984 +6%
SB
167
Strategic Blueprint
Georgia
$988K -$165K -2,788 -14%
PGF
168
Plan Group Financial
Oklahoma
$978K +$978K +16,478 New
EL
169
Essex LLC
Illinois
$960K -$69K -1,162 -7%
CWA
170
Capital Wealth Alliance
Arizona
$959K -$105K -1,766 -10%
ETIA
171
Epic Trust Investment Advisors
Washington
$947K -$308K -5,186 -25%
CMS
172
Capital Market Strategies
Florida
$937K -$31.8K -535 -3%
AIC
173
Archer Investment Corporation
Indiana
$928K -$3.98K -67 -0.4%
SOS
174
Silver Oak Securities
Tennessee
$918K -$30.5K -513 -3%
AWM
175
Apollon Wealth Management
South Carolina
$895K -$33.1K -558 -4%
5 6
7
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