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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

319 hedge funds and large institutions have $3.77B invested in First Trust Enhanced Short Maturity ETF in 2022 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 124 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+28
Holders Change %
+9.62%
% of All Funds
5.39%
Holding in Top 10
28
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+75%
% of All Funds
0.47%
New
56
Increased
124
Reduced
107
Closed
24
Calls
$5K
Puts
$9K
Net Calls
-$4K
Net Calls Change
-$4K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$158M
2
Wells Fargo
Wells Fargo
California
$403M
3
Morgan Stanley
Morgan Stanley
New York
$653M
4
LPL Financial
LPL Financial
California
$236M
5
PFS
Prospera Financial Services
Texas
$72.9M

Top Sellers

1
SFWA
Summit Financial Wealth Advisors
Louisiana
$1.3M
2
UCFA
United Capital Financial Advisors
Texas
$68M
3
Jane Street
Jane Street
New York
$0
4
PBF
Petix & Botte Financial
California
$5.48M
5
WP
WealthSource Partners
California
$3.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPWM
176
Paragon Private Wealth Management
Kentucky
$887K +$7.84K +132 +0.9%
IWC
177
Integrated Wealth Concepts
Massachusetts
$883K +$659K +11,085 +293%
VA
178
Valmark Advisers
Ohio
$881K +$27.8K +468 +3%
ACA
179
Affinity Capital Advisors
California
$880K +$713 +12 +0.1%
NFG
180
Nations Financial Group
Iowa
$880K +$880K +14,822 New
CFGS
181
Concourse Financial Group Securities
Alabama
$863K +$507K +8,533 +143%
GWANC
182
Guardian Wealth Advisors (North Carolina)
North Carolina
$849K -$2.48M -41,736 -75%
CCG
183
Coastwise Capital Group
California
$799K +$409K +6,891 +105%
ACA
184
Aptus Capital Advisors
Alabama
$793K -$870K -14,640 -52%
HSA
185
HBK Sorce Advisory
Pennsylvania
$780K -$1.5M -25,164 -66%
ACP
186
Aveo Capital Partners
Colorado
$779K -$299K -5,027 -28%
SPL
187
Smart Portfolios LLC
Washington
$752K +$17.9K +301 +2%
BA
188
Ballew Advisors
Mississippi
$749K +$749K +12,616 New
FCA
189
FinTrust Capital Advisors
South Carolina
$735K -$98.3K -1,654 -12%
AWM
190
Axxcess Wealth Management
California
$731K -$219K -3,689 -23%
AP
191
Atwood & Palmer
Missouri
$711K -$11.9K -200 -2%
JCM
192
Jacobi Capital Management
Pennsylvania
$707K -$141K -2,367 -17%
WWM
193
Wagner Wealth Management
South Carolina
$697K -$46.7K -786 -6%
SW
194
SteelPeak Wealth
California
$691K -$27.2K -458 -4%
SCA
195
Sage Capital Advisors
South Dakota
$679K +$297 +5 +0%
PMG
196
ProVise Management Group
Florida
$648K -$11.2K -189 -2%
CWM
197
Collaborative Wealth Management
Florida
$643K +$643K +10,824 New
CA
198
Cambridge Advisors
Nebraska
$638K -$238 -4 -0%
ACI
199
Alpha Cubed Investments
California
$630K -$192K -3,235 -23%
TSWM
200
Tyler-Stone Wealth Management
Ohio
$630K +$178 +3 +0%
6 7
8
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