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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

342 hedge funds and large institutions have $4.53B invested in First Trust Enhanced Short Maturity ETF in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 154 increasing their positions, 105 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
+23
Holders Change %
+7.21%
% of All Funds
5.91%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.59%
New
57
Increased
154
Reduced
105
Closed
26
Calls
$5K
Puts
$9K
Net Calls
-$4K
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$810M
2
LPL Financial
2
LPL Financial
California
$380M
3
Wells Fargo
3
Wells Fargo
California
$525M
4
MF
4
Manchester Financial
California
$61.4M
5
AWS
5
Atria Wealth Solutions
New York
$54.8M

Top Sellers

1
PFS
1
Prospera Financial Services
Texas
$26.2M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$117M
3
OMC
3
Old Mission Capital
Illinois
$0
4
PG
4
Prostatis Group
Maryland
$1.99M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$4.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
151
IHT Wealth Management
Illinois
$2.03M +$598K +10,090 +42%
CPIG
152
Chicago Partners Investment Group
Illinois
$2.01M -$164K -2,758 -8%
PG
153
Prostatis Group
Maryland
$1.99M -$25.7M -433,163 -93%
CFGS
154
Concourse Financial Group Securities
Alabama
$1.95M +$1.08M +18,220 +125%
OPW
155
Oxler Private Wealth
New York
$1.91M +$1.91M +20,000 New
RA
156
RFG Advisory
Alabama
$1.91M -$192K -3,231 -9%
QCIG
157
Quad-Cities Investment Group
Iowa
$1.88M -$372K -6,277 -17%
IGWM
158
ICA Group Wealth Management
Colorado
$1.87M +$56.8K +957 +3%
ACA
159
Ascension Capital Advisors
Texas
$1.7M -$34.8K -587 -2%
HWM
160
Howard Wealth Management
Connecticut
$1.66M -$273K -4,605 -14%
PPP
161
Private Portfolio Partners
New Jersey
$1.61M +$394K +6,642 +32%
KA
162
Kovack Advisors
Florida
$1.57M +$439K +7,408 +39%
WI
163
Wintrust Investments
Illinois
$1.49M +$1.49M +25,179 New
CCM
164
Chiron Capital Management
Florida
$1.48M -$281K -4,741 -16%
UCI
165
Uncommon Cents Investing
Wisconsin
$1.47M -$35K -590 -2%
KCFA
166
Key Client Fiduciary Advisors
New Jersey
$1.43M -$234K -3,943 -14%
OFS
167
OneAscent Financial Services
Alabama
$1.42M +$1.42M +23,877 New
VA
168
Valmark Advisers
Ohio
$1.41M +$530K +8,942 +60%
Creative Planning
169
Creative Planning
Kansas
$1.37M -$709K -11,942 -34%
RWM
170
Refined Wealth Management
Utah
$1.34M -$23.1K -390 -2%
BCM
171
Brookstone Capital Management
Illinois
$1.24M +$1.24M +20,909 New
HAS
172
HBW Advisory Services
California
$1.22M +$932K +15,703 +321%
CAM
173
Cresset Asset Management
Illinois
$1.21M +$46.1K +776 +4%
SAM
174
SignalPoint Asset Management
Missouri
$1.2M -$398K -6,710 -25%
CA
175
Continuum Advisory
Idaho
$1.2M +$735K +12,380 +159%
5 6
7
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