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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$810M 13,649,925 +2,646,732 +24%
Wells Fargo
2
Wells Fargo
California
$525M 8,847,124 +2,068,326 +31%
LPL Financial
3
LPL Financial
California
$380M 6,406,133 +2,439,339 +61%
Bank of America
4
Bank of America
North Carolina
$249M 4,202,748 +708,127 +20%
UBS Group
5
UBS Group
Switzerland
$233M 3,932,735 +475,293 +14%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$151M 2,545,104 -175,867 -6%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$130M 2,184,254 +356,177 +19%
First Trust Advisors
8
First Trust Advisors
Illinois
$117M 1,966,286 -694,730 -26%
RJA
9
Raymond James & Associates
Florida
$103M 1,732,541 +181,832 +12%
Osaic Holdings
10
Osaic Holdings
Arizona
$94.9M 1,599,230 +355,048 +29%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$72.6M 1,223,816 +693,214 +131%
MF
12
Manchester Financial
California
$61.4M 1,034,843 +1,034,843 New
AWS
13
Atria Wealth Solutions
New York
$54.8M 921,361 +708,758 +333%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$54.4M 917,814 +120,886 +15%
UCFA
15
United Capital Financial Advisors
Texas
$52.7M 888,862 -256,041 -22%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$51.7M 870,965 +119,699 +16%
Stifel Financial
17
Stifel Financial
Missouri
$51M 859,117 -150,324 -15%
CAG
18
Csenge Advisory Group
Florida
$37.2M 627,349 +10,681 +2%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$35.6M 599,684 +117,468 +24%
KAS
20
Kestra Advisory Services
Texas
$35.5M 597,798 +116,766 +24%
CA
21
Cetera Advisors
Colorado
$35.2M 592,740 +56,012 +10%
GIA
22
Gladstone Institutional Advisory
Florida
$32.7M 551,570 +102,128 +23%
SPIA
23
Steward Partners Investment Advisory
New York
$32.3M 544,975 +20,044 +4%
IA
24
IFP Advisors
Florida
$28.2M 468,813 +443,845 +1,778%
Truist Financial
25
Truist Financial
North Carolina
$28.1M 474,041 +65,334 +16%
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