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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

384 hedge funds and large institutions have $6.37B invested in First Trust Enhanced Short Maturity ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 164 increasing their positions, 117 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+42
Holders Change %
+12.28%
% 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
0.81%
New
76
Increased
164
Reduced
117
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$992M
2
LPL Financial
2
LPL Financial
California
$531M
3
Wells Fargo
3
Wells Fargo
California
$643M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$215M
5
UBS Group
5
UBS Group
Switzerland
$326M

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$19.2M
2
UCFA
2
United Capital Financial Advisors
Texas
$40.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
FEG
4
Financial Enhancement Group
Indiana
$15.4M
5
IPW
5
IronBridge Private Wealth
Texas
$9.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$886K +14,886 +46%
CIAS
157
Capital Investment Advisory Services
North Carolina
$2.76M -$7.91K -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 -$734K -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 -$2.75M -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%
JPMorgan Chase & Co
169
JPMorgan Chase & Co
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 +$2.32M +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