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First Trust Enhanced Short Maturity ETF
FTSM

386 hedge funds and large institutions have $6.38B invested in First Trust Enhanced Short Maturity ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 165 increasing their positions, 118 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 29

47% more funds holding in top 10

Funds holding in top 10: 34 → 50 (+16)

41% more capital invested

Capital invested by funds: $4.53B → $6.38B (+$1.84B)

40% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 118

12% more funds holding

Funds holding: 344 → 386 (+42)

6.79% more ownership

Funds ownership: 72.57% → 79.36% (+6.8%)

Holders
386
Holders Change
+42
Holders Change %
+12.21%
% 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
0.8%
New
76
Increased
165
Reduced
118
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$180M
2
LPL Financial
LPL Financial
California
+$150M
3
Wells Fargo
Wells Fargo
California
+$117M
4
First Trust Advisors
First Trust Advisors
Illinois
+$98.4M
5
UBS Group
UBS Group
Switzerland
+$92.5M

Top Sellers

Rank Fund Capital Flow
1
AWS
Atria Wealth Solutions
New York
-$35.6M
2
UCFA
United Capital Financial Advisors
Texas
-$12.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$10.8M
4
FEG
Financial Enhancement Group
Indiana
-$9.09M
5
IPW
IronBridge Private Wealth
Texas
-$7.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
151
PCG Wealth Advisors
Kansas
$2.95M -$343K -5,767 -10%
SF
152
Symphony Financial
Texas
$2.92M +$1.79M +30,053 +158%
FHC
153
First Heartland Consultants
Missouri
$2.88M -$1.09M -18,363 -27%
WWM
154
Western Wealth Management
Colorado
$2.82M -$2.53M -42,579 -47%
VCM
155
Virtue Capital Management
Tennessee
$2.82M -$79.3K -1,334 -3%
RA
156
RFG Advisory
Alabama
$2.8M +$884K +14,886 +46%
CIAS
157
Capital Investment Advisory Services
North Carolina
$2.76M -$7.9K -133 -0.3%
1IA
158
1834 Investment Advisors
Wisconsin
$2.72M +$589K +9,914 +28%
T
159
TCWP
Ohio
$2.71M -$97.3K -1,637 -3%
SG
160
Strid Group
Pennsylvania
$2.62M -$124K -2,083 -5%
NW
161
NewEdge Wealth
Pennsylvania
$2.6M -$733K -12,343 -22%
PG
162
Prostatis Group
Maryland
$2.59M +$600K +10,093 +30%
SWP
163
Stratos Wealth Partners
Ohio
$2.55M +$457K +7,694 +22%
BWP
164
Balboa Wealth Partners
Arizona
$2.52M -$2.74M -46,184 -52%
FTUS
165
Flow Traders U.S.
New York
$2.51M -$649K -10,922 -21%
SA
166
Scarborough Advisors
Maryland
$2.5M -$233K -3,918 -9%
MIM
167
MTM Investment Management
South Carolina
$2.48M -$281K -4,726 -10%
IGWM
168
ICA Group Wealth Management
Colorado
$2.43M +$554K +9,328 +30%
JP Morgan Chase
169
JP Morgan Chase
New York
$2.42M +$1.39M +23,442 +136%
IWM
170
IHT Wealth Management
Illinois
$2.36M +$325K +5,472 +16%
CWP
171
Core Wealth Partners
California
$2.32M +$2.37M +39,948 New
CCM
172
Crabel Capital Management
California
$2.31M +$2.31M +38,894 New
BAM
173
Bellevue Asset Management
Washington
$2.3M -$143K -2,403 -6%
TLFA
174
True Link Financial Advisors
California
$2.29M +$119K +2,000 +5%
QCIG
175
Quad-Cities Investment Group
Iowa
$2.21M +$322K +5,415 +17%
5 6
7
8 9

FTSM Hedge Fund Activity: Q4 2022 in Review

386 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q4 2022, worth a combined $6.38B — up 41% from $4.53B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new FTSM positions and 29 closed out — a net gain of 47 holders — while 165 added to existing stakes and 118 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $180M. The largest seller was Atria Wealth Solutions, cutting an estimated $35.6M.

  • 386 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q4 2022, up from 344 in Q3 2022.
  • Funds reported $6.38B of First Trust Enhanced Short Maturity ETF stock for Q4 2022, up 41% quarter-over-quarter.
  • 76 funds opened new First Trust Enhanced Short Maturity ETF positions in Q4 2022 and 29 closed out, a net change of +47 holders.
  • The largest First Trust Enhanced Short Maturity ETF buyer in Q4 2022 was Morgan Stanley, an estimated $180M added.
  • The largest First Trust Enhanced Short Maturity ETF seller in Q4 2022 was Atria Wealth Solutions, an estimated $35.6M sold.

Based on aggregated 13F filings for Q4 2022.