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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 %
VA
251
Valmark Advisers
Ohio
$873K -$472K -7,927 -35%
LSA
252
Lion Street Advisors
Texas
$868K +$868K +14,593 New
SWA
253
Stratos Wealth Advisors
Ohio
$853K -$908K -15,258 -52%
DWMG
254
DB Wealth Management Group
California
$851K -$8.57K -144 -1%
TSS
255
Two Sigma Securities
New York
$830K +$830K +13,954 New
BCM
256
Brookstone Capital Management
Illinois
$828K -$613K -10,284 -43%
OCM
257
Objective Capital Management
Ohio
$824K +$824K +13,850 New
GAA
258
Global Assets Advisory
Florida
$804K +$804K +13,481 New
HH
259
Hilltop Holdings
Texas
$799K +$100K +1,685 +14%
SFWA
260
Summit Financial Wealth Advisors
Louisiana
$799K +$59.5K +999 +8%
BPA
261
Beacon Pointe Advisors
California
$796K -$128K -2,147 -14%
LPAM
262
Lodestar Private Asset Management
California
$779K -$978K -16,438 -56%
ARC
263
Advisor Resource Council
Texas
$774K +$390K +6,551 +102%
AFA
264
American Financial Advisors
Georgia
$743K -$12.4K -208 -2%
PIA
265
Perennial Investment Advisors
California
$737K +$266K +4,464 +56%
SSWM
266
Strait & Sound Wealth Management
California
$717K -$1.47M -24,657 -67%
SEA
267
Stegent Equity Advisors
Texas
$710K -$127K -2,133 -15%
GSEP
268
Golden State Equity Partners
California
$664K +$664K +11,150 New
GSIAS
269
Garden State Investment Advisory Services
New Jersey
$662K -$291K -4,885 -31%
WMA
270
Wealth Management Associates
New Jersey
$653K -$9.52K -160 -1%
RWMG
271
Redwood Wealth Management Group
New Jersey
$642K -$82.7K -1,390 -11%
SFPG
272
Stonebridge Financial Planning Group
Florida
$635K +$635K +10,665 New
JWCA
273
J.W. Cole Advisors
Florida
$631K +$2.38K +40 +0.4%
AWM
274
Aries Wealth Management
Maine
$631K – – –
ETIA
275
Epic Trust Investment Advisors
Washington
$626K +$1.43K +24 +0.2%
9 10
11
12 13