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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
CF
251
Centaurus Financial
California
$822K +$824K +13,834 New
Thrivent Financial for Lutherans
252
Thrivent Financial for Lutherans
Minnesota
$820K +$9.53K +160 +1%
FMTC
253
Farmers & Merchants Trust Company
California
$819K -$49.3K -828 -6%
CCA
254
Cottonwood Capital Advisors
Utah
$815K -$92.4K -1,552 -10%
GAA
255
Global Assets Advisory
Florida
$780K -$9.53K -160 -1%
WMA
256
Wealth Management Associates
New Jersey
$765K +$113K +1,904 +17%
HH
257
Hilltop Holdings
Texas
$761K -$126K -2,108 -14%
BPA
258
Beacon Pointe Advisors
California
$739K -$4.88K -82 -0.7%
C
259
CEDRUS
Colorado
$726K +$4.11K +69 +0.6%
FFA
260
Farther Finance Advisors
California
$706K
DC
261
Davenport & Co
Virginia
$705K -$115K -1,939 -14%
DWMG
262
DB Wealth Management Group
California
$699K -$152K -2,549 -18%
PGF
263
Plan Group Financial
Oklahoma
$662K +$664K +11,147 New
PCIA
264
Prime Capital Investment Advisors
Kansas
$661K -$19.5K -327 -3%
AIC
265
Archer Investment Corporation
Indiana
$657K +$100K +1,687 +18%
EIA
266
Eldridge Investment Advisors
New Hampshire
$654K -$506K -8,500 -44%
LPAM
267
Lodestar Private Asset Management
California
$624K -$122K -2,048 -16%
OCM
268
Objective Capital Management
Ohio
$620K -$206K -3,457 -25%
AWA
269
Arkadios Wealth Advisors
Georgia
$615K -$334K -5,604 -35%
USCWA
270
U.S. Capital Wealth Advisors
Texas
$612K -$441K -7,400 -42%
RG
271
Rathbones Group
United Kingdom
$581K +$7.45K +125 +1%
SFPG
272
Stonebridge Financial Planning Group
Florida
$565K -$89.9K -1,510 -14%
IP
273
Ignite Planners
California
$563K +$4.94K +83 +0.9%
CMS
274
Capital Market Strategies
Florida
$560K -$314K -5,269 -36%
SL
275
Salomon & Ludwin
Virginia
$544K +$546K +9,162 New