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First Trust Enhanced Short Maturity ETF

284 hedge funds and large institutions have $2.66B invested in First Trust Enhanced Short Maturity ETF in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 76 increasing their positions, 135 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 21

8% more funds holding

Funds holding: 262284 (+22)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

0.77% more ownership

Funds ownership: 61.52%62.29% (+0.77%)

1% less capital invested

Capital invested by funds: $2.69B → $2.66B (-$30.8M)

44% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 135

Holders
284
Holders Change
+22
Holders Change %
+8.4%
% of All Funds
4.37%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.28%
New
49
Increased
76
Reduced
135
Closed
21
Calls
$43K
Puts
Net Calls
+$43K
Net Calls Change
+$43K
Name Holding Trade Value Shares
Change
Change in
Stake
PGWM
176
Pitti Group Wealth Management
New York
$725K +$726K +12,131 New
CA
177
Cambridge Advisors
Nebraska
$707K -$419 -7 -0.1%
AOG
178
Alpha Omega Group
Virginia
$701K -$190K -3,169 -21%
IA
179
IFG Advisory
Georgia
$692K -$148K -2,465 -18%
SCA
180
Sage Capital Advisors
South Dakota
$683K -$50.4K -842 -7%
VCM
181
Virtue Capital Management
Tennessee
$673K -$240K -4,005 -26%
NFG
182
Next Financial Group
Texas
$647K +$53.9K +901 +9%
CWM
183
Collaborative Wealth Management
Florida
$642K +$642K +10,732 New
AWM
184
Aries Wealth Management
Maine
$634K
TSWM
185
Tyler-Stone Wealth Management
Ohio
$634K +$635K +10,603 New
DAM
186
Derbend Asset Management
Georgia
$624K
UCMOK
187
United Capital Management of KS
Kansas
$616K +$59.2K +989 +11%
MC
188
Moors & Cabot
Massachusetts
$608K +$659 +11 +0.1%
WMA
189
Wealth Management Associates
New Jersey
$604K +$60 +1 +0%
SEP
190
Southland Equity Partners
Missouri
$600K -$16.3K -272 -3%
BPA
191
Beacon Pointe Advisors
California
$585K -$105K -1,760 -15%
PIA
192
Perennial Investment Advisors
California
$574K -$482K -8,047 -46%
HSA
193
HBK Sorce Advisory
Pennsylvania
$571K -$332K -5,543 -37%
FA
194
Flagstar Advisors
New York
$571K -$100K -1,677 -15%
NC
195
NewSquare Capital
Pennsylvania
$571K +$57.2K +955 +11%
MSAM
196
Moloney Securities Asset Management
Missouri
$559K -$34.4K -575 -6%
KFGK
197
Keystone Financial Group (Kentucky)
Kentucky
$550K -$1.26M -21,017 -70%
LCM
198
Logan Capital Management
Pennsylvania
$544K
RG
199
Rathbones Group
United Kingdom
$542K -$310K -5,180 -36%
CA
200
Continuum Advisory
Idaho
$541K