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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 %
WWM
201
Wagner Wealth Management
South Carolina
$860K +$164K +2,762 +24%
CA
202
Cambridge Advisors
Nebraska
$855K +$218K +3,668 +34%
ACA
203
Affinity Capital Advisors
California
$852K -$26.8K -452 -3%
WS
204
Wedbush Securities
California
$842K +$475K +8,018 +130%
MC
205
Moors & Cabot
Massachusetts
$829K +$206K +3,473 +33%
GWANC
206
Guardian Wealth Advisors (North Carolina)
North Carolina
$795K -$53.8K -905 -6%
MI
207
Moneywise Inc
Virginia
$786K +$231K +3,890 +42%
AFA
208
American Financial Advisors
Georgia
$757K +$757K +12,759 New
ACA
209
Aptus Capital Advisors
Alabama
$741K -$51.9K -873 -7%
AWM
210
Apollon Wealth Management
South Carolina
$737K -$157K -2,648 -18%
Bank of New York Mellon
211
Bank of New York Mellon
New York
$722K -$15.7M -263,980 -96%
SB
212
Strategic Blueprint
Georgia
$720K -$268K -4,513 -27%
RJT
213
Raymond James Trust
Florida
$689K +$333K +5,606 +93%
SW
214
SteelPeak Wealth
California
$685K -$5.94K -100 -0.9%
HGERS
215
Householder Group Estate & Retirement Specialist
Arizona
$683K -$6.44M -108,575 -90%
FWP
216
Firethorn Wealth Partners
Georgia
$675K +$675K +11,371 New
GWM
217
GDS Wealth Management
Texas
$668K +$668K +11,261 New
JCM
218
Jacobi Capital Management
Pennsylvania
$660K -$46.7K -786 -7%
WMA
219
Wealth Management Associates
New Jersey
$660K +$61.3K +1,033 +10%
JWCA
220
J.W. Cole Advisors
Florida
$653K +$653K +11,005 New
AFP
221
Ausdal Financial Partners
Iowa
$638K +$330K +5,562 +107%
FCA
222
FinTrust Capital Advisors
South Carolina
$632K -$102K -1,720 -14%
TSWM
223
Tyler-Stone Wealth Management
Ohio
$630K +$415 +7 +0.1%
VAS
224
Vestmark Advisory Solutions
Massachusetts
$629K +$629K +10,602 New
AWM
225
Aries Wealth Management
Maine
$628K – – –
7 8
9
10 11