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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

291 hedge funds and large institutions have $2.64B invested in First Trust Enhanced Short Maturity ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 78 increasing their positions, 148 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+9
Holders Change %
+3.19%
% of All Funds
4.61%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.25%
New
36
Increased
78
Reduced
148
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$166M
2
Morgan Stanley
Morgan Stanley
New York
$542M
3
Bank of America
Bank of America
North Carolina
$189M
4
FEG
Financial Enhancement Group
Indiana
$30.7M
5
Wells Fargo
Wells Fargo
California
$281M

Top Sellers

1
Jane Street
Jane Street
New York
$6.64M
2
SFWA
Summit Financial Wealth Advisors
Louisiana
$12.6M
3
Citadel Advisors
Citadel Advisors
Florida
$1.83M
4
HighTower Advisors
HighTower Advisors
Illinois
$30M
5
Stifel Financial
Stifel Financial
Missouri
$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPP
176
Private Portfolio Partners
New Jersey
$811K +$25.1K +421 +3%
CA
177
Crumly & Associates
Illinois
$747K +$747K +12,540 New
WWM
178
Wagner Wealth Management
South Carolina
$746K -$452K -7,589 -38%
SPL
179
Smart Portfolios LLC
Washington
$735K -$4.12M -69,193 -85%
AP
180
Atwood & Palmer
Missouri
$725K -$598K -10,050 -45%
SW
181
SteelPeak Wealth
California
$720K -$13.1K -220 -2%
TWM
182
Titus Wealth Management
California
$705K +$266K +4,475 +61%
SCA
183
Sage Capital Advisors
South Dakota
$680K +$298 +5 +0%
PMG
184
ProVise Management Group
Florida
$661K -$277K -4,652 -30%
CA
185
Cambridge Advisors
Nebraska
$640K -$64.1K -1,076 -9%
TSWM
186
Tyler-Stone Wealth Management
Ohio
$631K +$60 +1 +0%
AOG
187
Alpha Omega Group
Virginia
$630K -$67.6K -1,136 -10%
DAM
188
Derbend Asset Management
Georgia
$624K – – –
UCMOK
189
United Capital Management of KS
Kansas
$618K +$4.71K +79 +0.8%
IA
190
IFG Advisory
Georgia
$617K -$71.5K -1,203 -10%
HPM
191
Hudson Portfolio Management
New York
$601K -$265K -4,450 -31%
WMA
192
Wealth Management Associates
New Jersey
$586K -$14.6K -245 -2%
MC
193
Moors & Cabot
Massachusetts
$585K -$19.9K -334 -3%
SEP
194
Southland Equity Partners
Missouri
$584K -$12.7K -213 -2%
CIA
195
Compass Ion Advisors
Pennsylvania
$574K -$219K -3,675 -28%
FA
196
Flagstar Advisors
New York
$568K +$238 +4 +0%
PFA
197
Pinnacle Family Advisors
Missouri
$545K -$286K -4,803 -34%
LCM
198
Logan Capital Management
Pennsylvania
$542K – – –
LFG
199
Larson Financial Group
Missouri
$540K -$188K -3,152 -26%
MSAM
200
Moloney Securities Asset Management
Missouri
$532K -$24.4K -410 -4%
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