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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

282 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, 133 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+22
Holders Change %
+8.46%
% of All Funds
4.36%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.28%
New
49
Increased
76
Reduced
133
Closed
21
Calls
$43K
Puts
–
Net Calls
+$43K
Net Calls Change
+$43K

Top Buyers

1
Jane Street
1
Jane Street
New York
$49M
2
Citadel Advisors
2
Citadel Advisors
Florida
$24.5M
3
SFWA
3
Summit Financial Wealth Advisors
Louisiana
$37.7M
4
Stifel Financial
4
Stifel Financial
Missouri
$47.4M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$50.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$521M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$132M
3
Bank of America
3
Bank of America
North Carolina
$169M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$0
5
FEG
5
Financial Enhancement Group
Indiana
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
176
Cambridge Advisors
Nebraska
$707K -$419 -7 -0.1%
AOG
177
Alpha Omega Group
Virginia
$701K -$190K -3,169 -21%
IA
178
IFG Advisory
Georgia
$692K -$147K -2,465 -18%
SCA
179
Sage Capital Advisors
South Dakota
$683K -$50.3K -842 -7%
VCM
180
Virtue Capital Management
Tennessee
$673K -$240K -4,005 -26%
NFG
181
Next Financial Group
Texas
$647K +$53.9K +901 +9%
CWM
182
Collaborative Wealth Management
Florida
$642K +$642K +10,732 New
AWM
183
Aries Wealth Management
Maine
$634K – – –
TSWM
184
Tyler-Stone Wealth Management
Ohio
$634K +$634K +10,603 New
DAM
185
Derbend Asset Management
Georgia
$624K – – –
UCMOK
186
United Capital Management of KS
Kansas
$616K +$59.2K +989 +11%
MC
187
Moors & Cabot
Massachusetts
$608K +$658 +11 +0.1%
WMA
188
Wealth Management Associates
New Jersey
$604K +$60 +1 +0%
SEP
189
Southland Equity Partners
Missouri
$600K -$16.3K -272 -3%
BPA
190
Beacon Pointe Advisors
California
$585K -$105K -1,760 -15%
PIA
191
Perennial Investment Advisors
California
$574K -$481K -8,047 -46%
HSA
192
HBK Sorce Advisory
Pennsylvania
$571K -$332K -5,543 -37%
FA
193
Flagstar Advisors
New York
$571K -$100K -1,677 -15%
NC
194
NewSquare Capital
Pennsylvania
$571K +$57.1K +955 +11%
MSAM
195
Moloney Securities Asset Management
Missouri
$559K -$34.4K -575 -6%
KFGK
196
Keystone Financial Group (Kentucky)
Kentucky
$550K -$1.26M -21,017 -70%
LCM
197
Logan Capital Management
Pennsylvania
$544K – – –
RG
198
Rathbones Group
United Kingdom
$542K -$310K -5,180 -36%
CA
199
Continuum Advisory
Idaho
$541K – – –
BCP
200
Blackhawk Capital Partners
Wisconsin
$531K -$435K -7,266 -45%
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