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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

384 hedge funds and large institutions have $6.37B invested in First Trust Enhanced Short Maturity ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 164 increasing their positions, 117 reducing their positions, and 29 closing their positions.

Holders
384
Holders Change
+42
Holders Change %
+12.28%
% of All Funds
6.2%
Holding in Top 10
50
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+47.06%
% of All Funds
0.81%
New
76
Increased
164
Reduced
117
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$992M
2
LPL Financial
2
LPL Financial
California
$531M
3
Wells Fargo
3
Wells Fargo
California
$643M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$215M
5
UBS Group
5
UBS Group
Switzerland
$326M

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$19.2M
2
UCFA
2
United Capital Financial Advisors
Texas
$40.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
FEG
4
Financial Enhancement Group
Indiana
$15.4M
5
IPW
5
IronBridge Private Wealth
Texas
$9.84M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$992M 16,687,945 +3,038,020 +22%
Wells Fargo
2
Wells Fargo
California
$643M 10,810,507 +1,963,383 +22%
LPL Financial
3
LPL Financial
California
$531M 8,938,593 +2,532,460 +40%
AWA
4
Arete Wealth Advisors
Illinois
$371M 6,246 +357 +6%
UBS Group
5
UBS Group
Switzerland
$326M 5,489,016 +1,556,281 +40%
Bank of America
6
Bank of America
North Carolina
$288M 4,844,234 +641,486 +15%
First Trust Advisors
7
First Trust Advisors
Illinois
$215M 3,623,052 +1,656,766 +84%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$168M 2,824,167 +279,063 +11%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$158M 2,664,468 +480,214 +22%
Osaic Holdings
10
Osaic Holdings
Arizona
$112M 1,889,127 +289,897 +18%
RJA
11
Raymond James & Associates
Florida
$96.9M 1,630,081 -102,460 -6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$94.1M 1,583,943 +712,978 +82%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$93M 1,564,138 +340,322 +28%
PFS
14
Prospera Financial Services
Texas
$77.7M 1,307,345 +866,193 +196%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$65.8M 1,107,092 +189,278 +21%
MF
16
Manchester Financial
California
$62.1M 1,044,598 +9,755 +0.9%
AWS
17
AJ Wealth Strategies
New York
$59.6M 1,003,115 +1,003,115 New
Stifel Financial
18
Stifel Financial
Missouri
$55.6M 935,518 +76,401 +9%
CA
19
Cetera Advisors
Colorado
$50.1M 842,472 +249,732 +42%
HighTower Advisors
20
HighTower Advisors
Illinois
$46.5M 782,472 +372,275 +91%
CAG
21
Csenge Advisory Group
Florida
$46.5M 781,798 +154,449 +25%
Jane Street
22
Jane Street
New York
$43.9M 738,086 +730,946 +10,237%
GLR
23
Great Lakes Retirement
Ohio
$42.1M 708,180 +708,180 New
UCFA
24
United Capital Financial Advisors
Texas
$40.1M 674,467 -214,395 -24%
IA
25
IFP Advisors
Florida
$39.3M 654,626 +185,813 +40%
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