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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
AWM
276
Aries Wealth Management
Maine
$536K -$95.3K -1,600 -15%
WWMSC
277
Wagner Wealth Management (South Carolina)
South Carolina
$529K -$35.2K -591 -6%
CWM
278
Collaborative Wealth Management
Florida
$529K -$69.6K -1,168 -12%
DAM
279
Derbend Asset Management
Georgia
$515K -$239K -4,019 -32%
WC
280
Waterloo Capital
Texas
$514K +$516K +8,657 New
JWCA
281
J.W. Cole Advisors
Florida
$512K +$3.51K +59 +0.7%
AFAS
282
Acorn Financial Advisory Services
Virginia
$510K +$79K +1,326 +18%
OBWG
283
Onyx Bridge Wealth Group
New York
$500K
CCM
284
Chilton Capital Management
Texas
$500K
AOG
285
Alpha Omega Group
Virginia
$499K -$77.9K -1,308 -13%
CAPTRUST Financial Advisors
286
CAPTRUST Financial Advisors
North Carolina
$494K -$73.1K -1,228 -13%
AssetMark Inc
287
AssetMark Inc
California
$493K +$322K +5,399 +186%
RWMG
288
Redwood Wealth Management Group
New Jersey
$493K -$42.5K -713 -8%
SB
289
Strategic Blueprint
Georgia
$492K -$68.4K -1,148 -12%
ETIA
290
Epic Trust Investment Advisors
Washington
$482K -$36.1K -606 -7%
W
291
WealthOne
New York
$476K +$3.1K +52 +0.7%
MC
292
Moors & Cabot
Massachusetts
$473K -$101K -1,702 -18%
AFA
293
American Financial Advisors
Georgia
$440K -$41.9K -704 -9%
PMG
294
ProVise Management Group
Florida
$432K -$55K -924 -11%
CAC
295
Certified Advisory Corp
Florida
$416K
UCMOK
296
United Capital Management of KS
Kansas
$415K -$35.4K -595 -8%
HPM
297
Hudson Portfolio Management
New York
$401K +$35.7K +600 +10%
GSIAS
298
Garden State Investment Advisory Services
New Jersey
$397K -$122K -2,050 -23%
LFG
299
Larson Financial Group
Missouri
$393K +$60 +1 +0%
IW
300
Imprint Wealth
South Carolina
$392K +$46.6K +782 +13%