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First Trust Enhanced Short Maturity ETF

321 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 57 funds opening new positions, 125 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 24

75% more funds holding in top 10

Funds holding in top 10: 1628 (+12)

43% more capital invested

Capital invested by funds: $2.64B → $3.77B (+$1.13B)

17% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 107

10% more funds holding

Funds holding: 292321 (+29)

9.42% more ownership

Funds ownership: 64.91%74.33% (+9.4%)

44% less call options, than puts

Call options by funds: $5K | Put options by funds: $9K

Holders
321
Holders Change
+29
Holders Change %
+9.93%
% of All Funds
5.41%
Holding in Top 10
28
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+75%
% of All Funds
0.47%
New
57
Increased
125
Reduced
107
Closed
24
Calls
$5K
Puts
$9K
Net Calls
-$4K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
Apollon Wealth Management
South Carolina
$895K -$33.2K -558 -4%
PPWM
177
Paragon Private Wealth Management
Kentucky
$887K +$7.85K +132 +0.9%
IWC
178
Integrated Wealth Concepts
Massachusetts
$883K +$659K +11,085 +293%
VA
179
Valmark Advisers
Ohio
$881K +$27.8K +468 +3%
ACA
180
Affinity Capital Advisors
California
$880K +$714 +12 +0.1%
NFG
181
Nations Financial Group
Iowa
$880K +$882K +14,822 New
CFGS
182
Concourse Financial Group Securities
Alabama
$863K +$508K +8,533 +143%
GWANC
183
Guardian Wealth Advisors (North Carolina)
North Carolina
$849K -$2.48M -41,736 -75%
CCG
184
Coastwise Capital Group
California
$799K +$410K +6,891 +105%
ACA
185
Aptus Capital Advisors
Alabama
$793K -$871K -14,640 -52%
HSA
186
HBK Sorce Advisory
Pennsylvania
$780K -$1.5M -25,164 -66%
ACP
187
Aveo Capital Partners
Colorado
$779K -$299K -5,027 -28%
SPL
188
Smart Portfolios LLC
Washington
$752K +$17.9K +301 +2%
BA
189
Ballew Advisors
Mississippi
$749K +$751K +12,616 New
FCA
190
FinTrust Capital Advisors
South Carolina
$735K -$98.4K -1,654 -12%
AWM
191
Axxcess Wealth Management
California
$731K -$219K -3,689 -23%
AP
192
Atwood & Palmer
Missouri
$711K -$11.9K -200 -2%
JCM
193
Jacobi Capital Management
Pennsylvania
$707K -$141K -2,367 -17%
WWMSC
194
Wagner Wealth Management (South Carolina)
South Carolina
$697K -$46.8K -786 -6%
SW
195
SteelPeak Wealth
California
$691K -$27.2K -458 -4%
SCA
196
Sage Capital Advisors
South Dakota
$679K +$297 +5 +0%
PMG
197
ProVise Management Group
Florida
$648K -$11.2K -189 -2%
CWM
198
Collaborative Wealth Management
Florida
$643K +$644K +10,824 New
CA
199
Cambridge Advisors
Nebraska
$638K -$238 -4 -0%
ACI
200
Alpha Cubed Investments
California
$630K -$192K -3,235 -23%

FTSM Hedge Fund Activity: Q2 2022 in Review

321 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q2 2022, worth a combined $3.77B — up 43% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new FTSM positions and 24 closed out — a net gain of 33 holders — while 125 added to existing stakes and 107 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $143M. The largest seller was Summit Financial Wealth Advisors, cutting an estimated $11.3M.

  • 321 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q2 2022, up from 292 in Q1 2022.
  • Funds reported $3.77B of First Trust Enhanced Short Maturity ETF stock for Q2 2022, up 43% quarter-over-quarter.
  • 57 funds opened new First Trust Enhanced Short Maturity ETF positions in Q2 2022 and 24 closed out, a net change of +33 holders.
  • The largest First Trust Enhanced Short Maturity ETF buyer in Q2 2022 was First Trust Advisors, an estimated $143M added.
  • The largest First Trust Enhanced Short Maturity ETF seller in Q2 2022 was Summit Financial Wealth Advisors, an estimated $11.3M sold.

Based on aggregated 13F filings for Q2 2022.