FTSM icon

First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

342 hedge funds and large institutions have $4.53B invested in First Trust Enhanced Short Maturity ETF in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 154 increasing their positions, 105 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
+23
Holders Change %
+7.21%
% of All Funds
5.91%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.59%
New
57
Increased
154
Reduced
105
Closed
26
Calls
$5K
Puts
$9K
Net Calls
-$4K
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$810M
2
LPL Financial
2
LPL Financial
California
$380M
3
Wells Fargo
3
Wells Fargo
California
$525M
4
MF
4
Manchester Financial
California
$61.4M
5
AWS
5
Atria Wealth Solutions
New York
$54.8M

Top Sellers

1
PFS
1
Prospera Financial Services
Texas
$26.2M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$117M
3
OMC
3
Old Mission Capital
Illinois
$0
4
PG
4
Prostatis Group
Maryland
$1.99M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$4.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOS
176
Silver Oak Securities
Tennessee
$1.19M +$270K +4,548 +29%
CCA
177
Cottonwood Capital Advisors
Utah
$1.16M +$2.37K +40 +0.2%
NFG
178
Nations Financial Group
Iowa
$1.15M +$273K +4,593 +31%
PWM
179
Peterson Wealth Management
Nevada
$1.14M -$1.28M -21,636 -53%
SF
180
Symphony Financial
Texas
$1.13M -$109K -1,842 -9%
MAS
181
Madden Advisory Services
Florida
$1.13M – – –
DC
182
Davenport & Co
Virginia
$1.1M -$181K -3,046 -14%
DAM
183
Derbend Asset Management
Georgia
$1.07M +$827K +13,938 +337%
PPWM
184
Paragon Private Wealth Management
Kentucky
$1.05M +$166K +2,788 +19%
TSS
185
Two Sigma Securities
New York
$1.03M +$1.03M +17,310 New
William Blair & Company
186
William Blair & Company
Illinois
$1.03M -$522K -8,808 -34%
IWC
187
Integrated Wealth Concepts
Massachusetts
$1.02M +$142K +2,386 +16%
JPMorgan Chase & Co
188
JPMorgan Chase & Co
New York
$1.02M -$2.07M -34,884 -67%
SFWA
189
Summit Financial Wealth Advisors
Louisiana
$996K -$305K -5,144 -23%
AIC
190
Archer Investment Corporation
Indiana
$972K +$44.7K +754 +5%
EL
191
Essex LLC
Illinois
$954K -$5.04K -85 -0.5%
AWM
192
Aprio Wealth Management
Georgia
$936K -$111K -1,880 -11%
CWA
193
Capital Wealth Alliance
Arizona
$936K -$22.7K -382 -2%
CMS
194
Capital Market Strategies
Florida
$936K – – –
BPA
195
Beacon Pointe Advisors
California
$926K -$236K -3,962 -20%
CCG
196
Coastwise Capital Group
California
$923K +$125K +2,105 +16%
BFA
197
Brendel Financial Advisors
New Hampshire
$919K +$295K +4,965 +47%
CRWM
198
Castle Rock Wealth Management
California
$916K +$522K +8,800 +133%
WEG
199
World Equity Group
Illinois
$903K +$599K +10,095 +197%
ETIA
200
Epic Trust Investment Advisors
Washington
$884K -$61.2K -1,032 -6%
6 7
8
9 10