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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

384 hedge funds and large institutions have $6.37B invested in First Trust Enhanced Short Maturity ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 164 increasing their positions, 117 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+42
Holders Change %
+12.28%
% of All Funds
6.2%
Holding in Top 10
50
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+47.06%
% of All Funds
0.81%
New
76
Increased
164
Reduced
117
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$992M
2
LPL Financial
2
LPL Financial
California
$531M
3
Wells Fargo
3
Wells Fargo
California
$643M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$215M
5
UBS Group
5
UBS Group
Switzerland
$326M

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$19.2M
2
UCFA
2
United Capital Financial Advisors
Texas
$40.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
FEG
4
Financial Enhancement Group
Indiana
$15.4M
5
IPW
5
IronBridge Private Wealth
Texas
$9.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
176
Strait & Sound Wealth Management
California
$2.19M +$2.19M +36,709 New
GWM
177
Gray Wealth Management
Maine
$2.15M -$113K -1,906 -5%
Wealth Enhancement Advisory Services
178
Wealth Enhancement Advisory Services
Minnesota
$2.13M -$154K -2,577 -7%
ACM
179
AlphaStar Capital Management
North Carolina
$2.1M -$540K -9,084 -20%
MSFS
180
Main Street Financial Solutions
Pennsylvania
$2.1M -$51K -858 -2%
LA
181
Latitude Advisors
Florida
$2.09M -$451K -7,584 -18%
CRWM
182
Castle Rock Wealth Management
California
$2.04M +$1.12M +18,781 +122%
FOFP
183
Fee-Only Financial Planning
South Carolina
$2M +$2M +33,728 New
CPIG
184
Chicago Partners Investment Group
Illinois
$1.98M -$31.7K -533 -2%
EIA
185
Eldridge Investment Advisors
New Hampshire
$1.96M -$1.34M -22,464 -41%
KA
186
Kovack Advisors
Florida
$1.85M +$283K +4,760 +18%
KCFA
187
Key Client Fiduciary Advisors
New Jersey
$1.85M +$415K +6,976 +29%
PPP
188
Private Portfolio Partners
New Jersey
$1.8M +$185K +3,111 +11%
SWA
189
Stratos Wealth Advisors
Ohio
$1.76M +$1.76M +29,597 New
LPAM
190
Lodestar Private Asset Management
California
$1.76M +$1.76M +29,529 New
NFG
191
Nations Financial Group
Iowa
$1.69M +$534K +8,985 +46%
SOS
192
Silver Oak Securities
Tennessee
$1.65M +$462K +7,769 +39%
ACA
193
Ascension Capital Advisors
Texas
$1.62M -$84.2K -1,417 -5%
M1FG
194
Mach-1 Financial Group
Arkansas
$1.56M +$1.5M +25,167 +2,529%
WEG
195
World Equity Group
Illinois
$1.53M +$622K +10,460 +69%
FIM
196
Freedom Investment Management
Connecticut
$1.52M -$514K -8,646 -25%
AWM
197
Aprio Wealth Management
Georgia
$1.49M +$552K +9,290 +59%
UCI
198
Uncommon Cents Investing
Wisconsin
$1.47M -$4.16K -70 -0.3%
IWC
199
Integrated Wealth Concepts
Massachusetts
$1.46M +$439K +7,379 +43%
BCM
200
Brookstone Capital Management
Illinois
$1.44M +$195K +3,275 +16%
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