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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

386 hedge funds and large institutions have $6.1B invested in First Trust Enhanced Short Maturity ETF in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 140 increasing their positions, 180 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-12
Holders Change %
-3.02%
% of All Funds
6.09%
Holding in Top 10
43
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.51%
% of All Funds
0.68%
New
36
Increased
140
Reduced
180
Closed
44
Calls
–
Puts
$12.8M
Net Calls
-$12.8M
Net Calls Change
-$12.8M

Top Buyers

1
Jane Street
Jane Street
New York
+$96.8M
2
JAWM
J. Arnold Wealth Management
Ohio
+$78.7M
3
GI
Gradient Investments
Minnesota
+$39.7M
4
IA
IFP Advisors
Florida
+$24M
5
CA
Cetera Advisors
Colorado
+$21.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$57.6M
2
PFS
Prospera Financial Services
Texas
-$44.6M
3
AWS
AJ Wealth Strategies
New York
-$44.2M
4
LPL Financial
LPL Financial
California
-$40.7M
5
KAS
Kestra Advisory Services
Texas
-$39.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
226
Flagstar Advisors
New York
$1.26M +$342K +5,749 +37%
BW
227
Bison Wealth
Georgia
$1.26M +$1.26M +21,135 New
DFA
228
DHK Financial Advisors
New Hampshire
$1.21M +$1.21M +20,216 New
EIA
229
Eldridge Investment Advisors
New Hampshire
$1.16M -$787K -13,250 -40%
SWM
230
SeaCrest Wealth Management
New York
$1.14M +$265K +4,467 +30%
MAS
231
Madden Advisory Services
Florida
$1.13M – – –
KWS
232
Keystone Wealth Services
California
$1.13M -$216K -3,636 -16%
BFA
233
Beacon Financial Advisory
Ohio
$1.12M +$1.12M +18,773 New
CFD
234
Creative Financial Designs
Indiana
$1.1M -$77.1K -1,298 -7%
RWM
235
Refined Wealth Management
Utah
$1.08M – – –
SWP
236
Summit Wealth Partners
Florida
$1.08M +$1.08M +18,207 New
IWN
237
Independent Wealth Network
Iowa
$1.07M +$37.5K +632 +4%
RWA
238
Redhawk Wealth Advisors
Minnesota
$1.06M -$59 -1 -0%
USCWA
239
U.S. Capital Wealth Advisors
Texas
$1.05M -$193K -3,250 -16%
AWA
240
Authentikos Wealth Advisory
California
$1M +$697K +11,736 +228%
WIM
241
Westside Investment Management
California
$980K +$980K +16,500 New
CA
242
Cambridge Advisors
Nebraska
$968K +$12.2K +206 +1%
SSWM
243
Strait & Sound Wealth Management
California
$966K +$250K +4,216 +35%
AWA
244
Arkadios Wealth Advisors
Georgia
$947K -$443K -7,450 -32%
WWP
245
WR Wealth Planners
Missouri
$920K -$1.17M -19,695 -56%
BCM
246
Brookstone Capital Management
Illinois
$909K +$82.4K +1,386 +10%
CCA
247
Cottonwood Capital Advisors
Utah
$907K -$23.3K -393 -3%
PIA
248
Perennial Investment Advisors
California
$902K +$166K +2,794 +23%
HH
249
Hilltop Holdings
Texas
$886K +$87.9K +1,480 +11%
SCA
250
Sage Capital Advisors
South Dakota
$878K +$2.2K +37 +0.3%
8 9
10
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