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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
SS
301
Sunbelt Securities
Texas
$390K +$63.1K +1,059 +19%
VF
302
VitalStone Financial
Texas
$374K -$30.6K -513 -8%
MWM
303
Meridian Wealth Management
Kentucky
$372K -$67K -1,125 -15%
TSS
304
Two Sigma Securities
New York
$366K -$1.28M -21,480 -78%
AA
305
Ancora Advisors
Ohio
$353K +$353K +5,934 New
PPG
306
Peak Planning Group
Colorado
$353K -$49.9K -837 -12%
AWG
307
Altus Wealth Group
Colorado
$344K -$21.1K -355 -6%
MAM
308
Milestone Asset Management
Pennsylvania
$342K -$19.9M -334,054 -98%
CAP
309
Columbia Advisory Partners
Washington
$332K -$36.3K -610 -10%
FCA
310
FinTrust Capital Advisors
South Carolina
$331K -$211K -3,538 -39%
SEP
311
Southland Equity Partners
Missouri
$329K -$17.9K -300 -5%
SSWM
312
Sheets Smith Wealth Management
North Carolina
$328K +$60 +1 +0%
WP
313
WealthShield Partners
North Carolina
$326K +$49.8K +836 +18%
SFP
314
Strategic Financial Partners
Oregon
$322K -$46.9K -788 -13%
PAS
315
Park Avenue Securities
New York
$309K +$309K +5,195 New
Creative Planning
316
Creative Planning
Kansas
$306K -$137K -2,304 -31%
BFA
317
Brendel Financial Advisors
New Hampshire
$305K +$8.16K +137 +3%
CAM
318
Clark Asset Management
New Hampshire
$293K +$294K +4,939 New
BCI
319
Brinker Capital Investments
Pennsylvania
$286K -$31K -520 -10%
OPS
320
Orion Portfolio Solutions
Nebraska
$286K -$31K -520 -10%
DSCM
321
Del-Sette Capital Management
New York
$286K
FPWM
322
FSB Premier Wealth Management
Iowa
$281K -$69.6K -1,169 -20%
BCM
323
Brookstone Capital Management
Illinois
$280K -$631K -10,586 -69%
CL
324
Choreo LLC
Illinois
$278K
RIA
325
Realta Investment Advisors
Delaware
$271K