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First Trust Enhanced Short Maturity ETF

292 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, 149 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

3% more funds holding

Funds holding: 284292 (+8)

2.62% more ownership

Funds ownership: 62.29%64.91% (+2.6%)

1% less capital invested

Capital invested by funds: $2.66B → $2.64B (-$20.7M)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

48% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 149

Holders
292
Holders Change
+8
Holders Change %
+2.82%
% 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
149
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPP
176
Private Portfolio Partners
New Jersey
$811K +$25.1K +421 +3%
CA
177
Crumly & Associates
Illinois
$747K +$748K +12,540 New
WWMSC
178
Wagner Wealth Management (South Carolina)
South Carolina
$746K -$453K -7,589 -38%
SPL
179
Smart Portfolios LLC
Washington
$735K -$4.13M -69,193 -85%
AP
180
Atwood & Palmer
Missouri
$725K -$600K -10,050 -45%
SW
181
SteelPeak Wealth
California
$720K -$13.1K -220 -2%
TWM
182
Titus Wealth Management
California
$705K +$267K +4,475 +61%
SCA
183
Sage Capital Advisors
South Dakota
$680K +$298 +5 +0%
PMG
184
ProVise Management Group
Florida
$661K -$278K -4,652 -30%
CA
185
Cambridge Advisors
Nebraska
$640K -$64.2K -1,076 -9%
TSWM
186
Tyler-Stone Wealth Management
Ohio
$631K +$60 +1 +0%
AOG
187
Alpha Omega Group
Virginia
$630K -$67.8K -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 -$71.8K -1,203 -10%
HPM
191
Hudson Portfolio Management
New York
$601K -$266K -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 +$239 +4 +0%
PFA
197
Pinnacle Family Advisors
Missouri
$545K -$287K -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 -$24.5K -410 -4%

FTSM Hedge Fund Activity: Q1 2022 in Review

292 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q1 2022, worth a combined $2.64B — down 0.78% from $2.66B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new FTSM positions and 23 closed out — a net gain of 13 holders — while 78 added to existing stakes and 149 trimmed.

The largest buyer was LPL Financial, adding an estimated $27M. The largest seller was Jane Street, cutting an estimated $42.2M.

  • 292 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q1 2022, up from 284 in Q4 2021.
  • Funds reported $2.64B of First Trust Enhanced Short Maturity ETF stock for Q1 2022, down 0.78% quarter-over-quarter.
  • 36 funds opened new First Trust Enhanced Short Maturity ETF positions in Q1 2022 and 23 closed out, a net change of +13 holders.
  • The largest First Trust Enhanced Short Maturity ETF buyer in Q1 2022 was LPL Financial, an estimated $27M added.
  • The largest First Trust Enhanced Short Maturity ETF seller in Q1 2022 was Jane Street, an estimated $42.2M sold.

Based on aggregated 13F filings for Q1 2022.