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First Trust Enhanced Short Maturity ETF

284 hedge funds and large institutions have $2.66B invested in First Trust Enhanced Short Maturity ETF in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 76 increasing their positions, 135 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 21

8% more funds holding

Funds holding: 262284 (+22)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

0.77% more ownership

Funds ownership: 61.52%62.29% (+0.77%)

1% less capital invested

Capital invested by funds: $2.69B → $2.66B (-$30.8M)

44% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 135

Holders
284
Holders Change
+22
Holders Change %
+8.4%
% of All Funds
4.37%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.28%
New
49
Increased
76
Reduced
135
Closed
21
Calls
$43K
Puts
Net Calls
+$43K
Net Calls Change
+$43K
Name Holding Trade Value Shares
Change
Change in
Stake
BCP
201
Blackhawk Capital Partners
Wisconsin
$531K -$435K -7,266 -45%
DC
202
Davenport & Co
Virginia
$493K -$892K -14,894 -64%
RIA
203
Realta Investment Advisors
Delaware
$474K -$10.1K -168 -2%
C
204
CEDRUS
Colorado
$470K +$471K +7,866 New
MMHP
205
Murphy Middleton Hinkle & Parker
Georgia
$458K -$13.9K -232 -3%
SMC
206
Smith, Moore & Co
Missouri
$457K +$120 +2 +0%
SSWM
207
Sheets Smith Wealth Management
North Carolina
$456K -$89.8K -1,500 -16%
NWMG
208
National Wealth Management Group
Ohio
$445K +$446K +7,448 New
TWM
209
Titus Wealth Management
California
$441K +$71.8K +1,200 +19%
CF
210
Centaurus Financial
California
$423K -$828K -13,833 -66%
CCB
211
Cutter & Co Brokerage
Missouri
$420K -$11.1K -185 -3%
IFG
212
Independent Financial Group
California
$416K -$725K -12,107 -64%
PB
213
Pinnacle Bancorp
Nebraska
$414K
CA
214
Claro Advisors
Massachusetts
$411K +$180 +3 +0%
CRWM
215
Castle Rock Wealth Management
California
$396K -$29.9K -500 -7%
FWM
216
Fairhaven Wealth Management
Illinois
$393K -$66K -1,103 -14%
TFS
217
TrustCore Financial Services
Tennessee
$387K -$200K -3,336 -34%
WDC
218
Woodward Diversified Capital
California
$377K -$102K -1,700 -21%
WP
219
WealthShield Partners
North Carolina
$360K
SA
220
Scarborough Advisors
Maryland
$359K +$360K +6,009 New
FFG
221
Frisch Financial Group
New York
$357K -$9.7K -162 -3%
FPWM
222
FSB Premier Wealth Management
Iowa
$351K -$67K -1,119 -16%
BWA
223
Beam Wealth Advisors
Louisiana
$347K -$153K -2,555 -31%
ASN
224
Advisory Services Network
Georgia
$344K +$19.9K +332 +6%
Franklin Resources
225
Franklin Resources
California
$334K +$335K +5,589 New