FTSM icon

First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

398 hedge funds and large institutions have $6.33B invested in First Trust Enhanced Short Maturity ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 171 increasing their positions, 152 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
+14
Holders Change %
+3.65%
% of All Funds
6.37%
Holding in Top 10
47
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6%
% of All Funds
0.75%
New
47
Increased
171
Reduced
152
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TAM
Tucker Asset Management
Colorado
+$88.4M
2
Osaic Holdings
Osaic Holdings
Arizona
+$69.6M
3
KAS
Kestra Advisory Services
Texas
+$51.3M
4
CAS
Coppell Advisory Solutions
Texas
+$38M
5
CASC
Coppell Advisory Solutions Corp
Texas
+$38M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$96.3M
2
Jane Street
Jane Street
New York
-$43.9M
3
GLR
Great Lakes Retirement
Ohio
-$42.1M
4
Bank of America
Bank of America
North Carolina
-$29.4M
5
MF
Manchester Financial
California
-$26M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
226
Arete Wealth Advisors
Illinois
$1.22M +$849K +14,267 +228%
DAM
227
Derbend Asset Management
Georgia
$1.21M +$3.21K +54 +0.3%
CFD
228
Creative Financial Designs
Indiana
$1.17M +$670K +11,264 +133%
CCFM
229
Clear Creek Financial Management
Washington
$1.17M -$8.25M -138,592 -88%
MAS
230
Madden Advisory Services
Florida
$1.13M – – –
CCM
231
Crabel Capital Management
California
$1.12M -$1.19M -20,060 -52%
DC
232
Davenport & Co
Virginia
$1.11M +$79.3K +1,332 +8%
RWM
233
Refined Wealth Management
Utah
$1.09M -$6.67K -112 -0.6%
RWA
234
Redhawk Wealth Advisors
Minnesota
$1.06M +$1.06M +17,803 New
AWE
235
Avidian Wealth Enterprises
Texas
$1.03M -$110K -1,848 -10%
IWN
236
Independent Wealth Network
Iowa
$1.03M +$675K +11,335 +188%
WEG
237
World Equity Group
Illinois
$976K -$382K -7,230 -28%
BAM
238
Belpointe Asset Management
Nevada
$963K +$191K +3,209 +25%
CSPIA
239
Cary Street Partners Investment Advisory
Virginia
$960K +$82.4K +1,384 +9%
CA
240
Cambridge Advisors
Nebraska
$958K +$8.57K +144 +0.9%
CMS
241
Capital Market Strategies
Florida
$934K – – –
CCA
242
Cottonwood Capital Advisors
Utah
$932K -$178K -2,994 -16%
FMTC
243
Farmers & Merchants Trust Company
California
$931K +$112K +1,884 +14%
FA
244
Flagstar Advisors
New York
$918K -$44.1K -741 -5%
MC
245
Moors & Cabot
Massachusetts
$913K +$34.2K +574 +4%
EL
246
Essex LLC
Illinois
$912K – – –
C
247
CEDRUS
Colorado
$902K +$384K +6,451 +74%
SWM
248
SeaCrest Wealth Management
New York
$879K +$66.1K +1,110 +8%
CAM
249
Cresset Asset Management
Illinois
$877K -$285K -4,770 -25%
SCA
250
Sage Capital Advisors
South Dakota
$877K +$398K +6,685 +83%
8 9
10
11 12