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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
$88.6M
2
Osaic Holdings
Osaic Holdings
Arizona
$182M
3
KAS
Kestra Advisory Services
Texas
$84.5M
4
CAS
Coppell Advisory Solutions
Texas
$58.9M
5
CASC
Coppell Advisory Solutions Corp
Texas
$58.9M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$119M
2
Jane Street
Jane Street
New York
$0
3
GLR
Great Lakes Retirement
Ohio
$0
4
Bank of America
Bank of America
North Carolina
$259M
5
MF
Manchester Financial
California
$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
276
Wagner Wealth Management
South Carolina
$614K -$35.7K -600 -5%
HFP
277
Holistic Financial Partners
Indiana
$612K +$104K +1,740 +20%
SB
278
Strategic Blueprint
Georgia
$594K -$7.5K -126 -1%
AOG
279
Alpha Omega Group
Virginia
$587K +$40K +672 +7%
CAPTRUST Financial Advisors
280
CAPTRUST Financial Advisors
North Carolina
$586K +$586K +9,851 New
PMG
281
ProVise Management Group
Florida
$578K +$19K +320 +3%
ACA
282
Affinity Capital Advisors
California
$575K -$33.9K -570 -6%
RG
283
Rathbones Group
United Kingdom
$564K +$17.9K +300 +3%
IP
284
Ignite Planners
California
$558K -$5.42K -91 -1%
CWM
285
Collaborative Wealth Management
Florida
$553K -$3.21K -54 -0.6%
VWA
286
V Wealth Advisors
Kansas
$548K -$8.57K -144 -2%
AIC
287
Archer Investment Corporation
Indiana
$544K -$517K -8,682 -49%
FCA
288
FinTrust Capital Advisors
South Carolina
$542K – – –
HAS
289
HBW Advisory Services
California
$528K +$157K +2,639 +42%
SPL
290
Smart Portfolios LLC
Washington
$527K -$219K -3,672 -29%
William Blair & Company
291
William Blair & Company
Illinois
$517K -$326K -5,485 -39%
JCM
292
Jacobi Capital Management
Pennsylvania
$516K -$122K -2,045 -19%
OBWG
293
Onyx Bridge Wealth Group
New York
$514K -$54.6K -918 -10%
FPGK
294
Financial Partners Group (Kansas)
Kansas
$508K +$1.73K +29 +0.3%
CCM
295
Chilton Capital Management
Texas
$501K – – –
IAN
296
Integrated Advisors Network
Texas
$499K +$499K +8,383 New
LS
297
Leelyn Smith
Illinois
$488K +$3.27K +55 +0.7%
WIP
298
WealthCare Investment Partners
Rhode Island
$474K +$15.1K +254 +3%
WCFA
299
Walkner Condon Financial Advisors
Wisconsin
$473K +$36.1K +606 +8%
CF
300
Centaurus Financial
California
$472K +$472K +7,938 New
10 11
12
13 14