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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

282 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, 133 reducing their positions, and 21 closing their positions.

Holders
282
Holders Change
+22
Holders Change %
+8.46%
% of All Funds
4.36%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.28%
New
49
Increased
76
Reduced
133
Closed
21
Calls
$43K
Puts
–
Net Calls
+$43K
Net Calls Change
+$43K

Top Buyers

1
Jane Street
1
Jane Street
New York
$49M
2
LRWA
2
Long Run Wealth Advisors
New York
$32.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$24.5M
4
SFWA
4
Summit Financial Wealth Advisors
Louisiana
$37.7M
5
Stifel Financial
5
Stifel Financial
Missouri
$47.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$521M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$132M
3
Bank of America
3
Bank of America
North Carolina
$169M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$0
5
FEG
5
Financial Enhancement Group
Indiana
$11.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$521M 8,720,516 -1,028,330 -11%
Wells Fargo
2
Wells Fargo
California
$264M 4,410,061 -42,205 -0.9%
Bank of America
3
Bank of America
North Carolina
$169M 2,818,202 -441,029 -14%
UBS Group
4
UBS Group
Switzerland
$151M 2,531,811 -133,518 -5%
LPL Financial
5
LPL Financial
California
$139M 2,330,835 -188,646 -7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$132M 2,214,745 -525,103 -19%
RJA
7
Raymond James & Associates
Florida
$82.5M 1,379,149 -19,187 -1%
UCFA
8
United Capital Financial Advisors
Texas
$80.6M 1,347,232 -20,167 -1%
HighTower Advisors
9
HighTower Advisors
Illinois
$50.5M 844,902 +210,993 +33%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$49.7M 830,720 -257,569 -24%
Jane Street
11
Jane Street
New York
$49M 819,295 +819,295 New
Stifel Financial
12
Stifel Financial
Missouri
$47.4M 793,119 +279,593 +54%
SFWA
13
Summit Financial Wealth Advisors
Louisiana
$37.7M 630,559 +391,812 +164%
CAG
14
Csenge Advisory Group
Florida
$35.6M 594,619 -25,184 -4%
Osaic Holdings
15
Osaic Holdings
Arizona
$34.5M 577,713 +82,393 +17%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$32.2M 539,118 -16,096 -3%
LRWA
17
Long Run Wealth Advisors
New York
$32.2M 539,149 +539,149 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$31.6M 528,236 +13,050 +3%
Citadel Advisors
19
Citadel Advisors
Florida
$24.5M 410,382 +410,382 New
SPIA
20
Steward Partners Investment Advisory
New York
$23.2M 388,494 +159,286 +69%
PNC
21
Park National Corp
Ohio
$23.1M 385,458 -597 -0.2%
CA
22
Cetera Advisors
Colorado
$19.9M 333,579 +80,385 +32%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$16.9M 282,082 +53,025 +23%
1W
24
1776 Wealth
Georgia
$15.6M 261,215 -39,735 -13%
SWM
25
Shelton Wealth Management
Texas
$15.4M 257,617 +257,617 New
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