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First Trust Enhanced Short Maturity ETF

390 hedge funds and large institutions have $5.48B invested in First Trust Enhanced Short Maturity ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 191 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 36

1% more funds holding

Funds holding: 388390 (+2)

4.29% less ownership

Funds ownership: 78.25%73.96% (-4.3%)

7% less funds holding in top 10

Funds holding in top 10: 4340 (-3)

10% less capital invested

Capital invested by funds: $6.1B → $5.48B (-$623M)

36% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 191

Holders
390
Holders Change
+2
Holders Change %
+0.52%
% of All Funds
6.19%
Holding in Top 10
40
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.98%
% of All Funds
0.63%
New
40
Increased
123
Reduced
191
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAN
226
Integrated Advisors Network
Texas
$1.11M -$670K -11,251 -38%
FFG
227
Fortem Financial Group
California
$1.09M -$641K -10,757 -37%
RWM
228
Refined Wealth Management
Utah
$1.09M +$1.61K +27 +0.1%
OMC
229
Old Mission Capital
Illinois
$1.05M -$378K -6,349 -26%
KWS
230
Keystone Wealth Services
California
$1.01M -$119K -1,990 -10%
SSWM
231
Strait & Sound Wealth Management
California
$989K +$22.3K +375 +2%
CA
232
Cambridge Advisors
Nebraska
$971K +$2.38K +40 +0.2%
KA
233
Kovack Advisors
Florida
$954K -$754K -12,665 -44%
VA
234
Valmark Advisers
Ohio
$952K +$117K +1,966 +14%
MAS
235
Madden Advisory Services
Florida
$938K -$193K -3,245 -17%
WWP
236
WR Wealth Planners
Missouri
$934K +$14.7K +246 +2%
CSPIA
237
Cary Street Partners Investment Advisory
Virginia
$933K +$152K +2,552 +19%
AWA
238
Authentikos Wealth Advisory
California
$928K -$75.6K -1,269 -8%
NGA
239
Naples Global Advisors
Florida
$915K +$332K +5,570 +57%
WIM
240
Westside Investment Management
California
$891K -$89.3K -1,500 -9%
PIA
241
Perennial Investment Advisors
California
$886K -$17K -285 -2%
BWP
242
Balboa Wealth Partners
Arizona
$885K +$104K +1,747 +13%
LSA
243
Lion Street Advisors
Texas
$884K +$886K +14,879 New
SCA
244
Sage Capital Advisors
South Dakota
$884K +$6.37K +107 +0.7%
SEA
245
Stegent Equity Advisors
Texas
$883K +$886K +14,867 New
HT
246
Headlands Technologies
Illinois
$882K +$884K +14,840 New
BW
247
Bison Wealth
Georgia
$878K -$379K -6,365 -30%
HFP
248
Holistic Financial Partners
Indiana
$847K +$180K +3,020 +27%
SWP
249
Summit Wealth Partners
Florida
$846K -$236K -3,965 -22%
LCWP
250
Legacy Capital Wealth Partners
Arkansas
$824K -$2.2M -36,860 -73%