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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

319 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 56 funds opening new positions, 124 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+28
Holders Change %
+9.62%
% of All Funds
5.39%
Holding in Top 10
28
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+75%
% of All Funds
0.47%
New
56
Increased
124
Reduced
107
Closed
24
Calls
$5K
Puts
$9K
Net Calls
-$4K
Net Calls Change
-$4K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$158M
2
Wells Fargo
Wells Fargo
California
$403M
3
Morgan Stanley
Morgan Stanley
New York
$653M
4
LPL Financial
LPL Financial
California
$236M
5
PFS
Prospera Financial Services
Texas
$72.9M

Top Sellers

1
SFWA
Summit Financial Wealth Advisors
Louisiana
$1.3M
2
UCFA
United Capital Financial Advisors
Texas
$68M
3
Jane Street
Jane Street
New York
$0
4
PBF
Petix & Botte Financial
California
$5.48M
5
WP
WealthSource Partners
California
$3.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
201
Aries Wealth Management
Maine
$629K +$629K +10,600 New
BFA
202
Brendel Financial Advisors
New Hampshire
$625K -$655K -11,027 -51%
MC
203
Moors & Cabot
Massachusetts
$624K +$40K +673 +7%
TWM
204
Titus Wealth Management
California
$620K -$83.7K -1,408 -12%
WMA
205
Wealth Management Associates
New Jersey
$599K +$14K +236 +2%
SEP
206
Southland Equity Partners
Missouri
$594K +$11K +185 +2%
CIA
207
Compass Ion Advisors
Pennsylvania
$573K +$890 +15 +0.2%
FA
208
Flagstar Advisors
New York
$567K +$830 +14 +0.1%
PIA
209
Perennial Investment Advisors
California
$563K -$381K -6,406 -40%
MI
210
Moneywise Inc
Virginia
$555K +$555K +9,355 New
BCI
211
Brinker Capital Investments
Pennsylvania
$553K -$3.37M -56,746 -86%
IA
212
IFG Advisory
Georgia
$552K -$64.1K -1,080 -10%
AOG
213
Alpha Omega Group
Virginia
$549K -$79.8K -1,343 -13%
PFA
214
Pinnacle Family Advisors
Missouri
$543K -$594 -10 -0.1%
LCM
215
Logan Capital Management
Pennsylvania
$540K – – –
LFG
216
Larson Financial Group
Missouri
$538K -$1.07K -18 -0.2%
HFP
217
Holistic Financial Partners
Indiana
$513K +$513K +8,633 New
UCMOK
218
United Capital Management of KS
Kansas
$506K -$111K -1,861 -18%
WP
219
WealthShield Partners
North Carolina
$504K -$24.8K -417 -5%
FMTC
220
Farmers & Merchants Trust Company
California
$497K -$29.3K -493 -6%
CWA
221
Clarus Wealth Advisors
Arizona
$495K +$495K +8,335 New
KNW
222
Kesler Norman & Wride
Utah
$488K -$731K -12,309 -60%
RG
223
Rathbones Group
United Kingdom
$486K -$29.2K -492 -6%
CFD
224
Creative Financial Designs
Indiana
$469K +$435K +7,320 +1,260%
GRP
225
Global Retirement Partners
California
$463K +$20.5K +345 +5%
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