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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

291 hedge funds and large institutions have $2.64B invested in First Trust Enhanced Short Maturity ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 78 increasing their positions, 148 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+9
Holders Change %
+3.19%
% of All Funds
4.61%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.25%
New
36
Increased
78
Reduced
148
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$166M
2
Morgan Stanley
Morgan Stanley
New York
$542M
3
Bank of America
Bank of America
North Carolina
$189M
4
FEG
Financial Enhancement Group
Indiana
$30.7M
5
Wells Fargo
Wells Fargo
California
$281M

Top Sellers

1
Jane Street
Jane Street
New York
$6.64M
2
SFWA
Summit Financial Wealth Advisors
Louisiana
$12.6M
3
Citadel Advisors
Citadel Advisors
Florida
$1.83M
4
HighTower Advisors
HighTower Advisors
Illinois
$30M
5
Stifel Financial
Stifel Financial
Missouri
$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
201
WealthShield Partners
North Carolina
$530K +$172K +2,890 +48%
FMTC
202
Farmers & Merchants Trust Company
California
$528K -$265K -4,444 -33%
CCIA
203
Cherry Creek Investment Advisors
Colorado
$523K +$523K +8,780 New
RG
204
Rathbones Group
United Kingdom
$516K -$23.2K -390 -4%
CA
205
Continuum Advisory
Idaho
$463K -$75.3K -1,265 -14%
PPW
206
Pinnacle Private Wealth
Massachusetts
$458K -$402K -6,751 -47%
MMHP
207
Murphy Middleton Hinkle & Parker
Georgia
$456K – – –
LSA
208
Lion Street Advisors
Texas
$455K +$455K +7,630 New
ASN
209
Advisory Services Network
Georgia
$447K +$105K +1,767 +31%
GRP
210
Global Retirement Partners
California
$443K +$443K +7,446 New
C
211
CEDRUS
Colorado
$432K -$36K -605 -8%
TSS
212
Two Sigma Securities
New York
$423K +$423K +7,101 New
SMC
213
Smith, Moore & Co
Missouri
$419K -$35.7K -600 -8%
SSWM
214
Sheets Smith Wealth Management
North Carolina
$418K -$35.7K -600 -8%
CF
215
Centaurus Financial
California
$413K -$8.7K -146 -2%
PB
216
Pinnacle Bancorp
Nebraska
$412K – – –
CA
217
Claro Advisors
Massachusetts
$411K – – –
CCB
218
Cutter & Co Brokerage
Missouri
$407K -$11.9K -199 -3%
RIA
219
Realta Investment Advisors
Delaware
$397K -$75.2K -1,263 -16%
RJT
220
Raymond James Trust
Florida
$395K -$2.21M -37,101 -85%
CRWM
221
Castle Rock Wealth Management
California
$395K – – –
CCG
222
Coastwise Capital Group
California
$390K +$390K +6,559 New
SA
223
Scarborough Advisors
Maryland
$358K +$298 +5 +0.1%
CFGS
224
Concourse Financial Group Securities
Alabama
$357K -$515K -8,630 -59%
JWS
225
Juncture Wealth Strategies
Arizona
$354K +$354K +5,945 New
7 8
9
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