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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

388 hedge funds and large institutions have $5.47B invested in First Trust Enhanced Short Maturity ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 122 increasing their positions, 190 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
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
0.64%
New
40
Increased
122
Reduced
190
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$209M
2
AC
Avestar Capital
New York
$30M
3
SAM
Synergy Asset Management
Washington
$26.4M
4
CCP
Cassia Capital Partners
North Carolina
$33M
5
Cerity Partners
Cerity Partners
New York
$15.9M

Top Sellers

1
PG
Prostatis Group
Maryland
$2.52M
2
Morgan Stanley
Morgan Stanley
New York
$862M
3
First Trust Advisors
First Trust Advisors
Illinois
$11.2M
4
Jane Street
Jane Street
New York
$15.5M
5
JAWM
J. Arnold Wealth Management
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
301
VitalStone Financial
Texas
$374K -$30.5K -513 -8%
MWM
302
Meridian Wealth Management
Kentucky
$372K -$66.8K -1,125 -15%
TSS
303
Two Sigma Securities
New York
$366K -$1.28M -21,480 -78%
AA
304
Ancora Advisors
Ohio
$353K +$353K +5,934 New
AWG
305
Altus Wealth Group
Colorado
$344K -$21.1K -355 -6%
MAM
306
Milestone Asset Management
Pennsylvania
$342K -$19.9M -334,054 -98%
CAP
307
Columbia Advisory Partners
Washington
$332K -$36.2K -610 -10%
FCA
308
FinTrust Capital Advisors
South Carolina
$331K -$210K -3,538 -39%
SEP
309
Southland Equity Partners
Missouri
$329K -$17.8K -300 -5%
SSWM
310
Sheets Smith Wealth Management
North Carolina
$328K +$59 +1 +0%
WP
311
WealthShield Partners
North Carolina
$326K +$49.9K +836 +18%
SFP
312
Strategic Financial Partners
Oregon
$322K -$46.8K -788 -13%
PAS
313
Park Avenue Securities
New York
$309K +$309K +5,195 New
Creative Planning
314
Creative Planning
Kansas
$306K -$137K -2,304 -31%
BFA
315
Brendel Financial Advisors
New Hampshire
$305K +$8.15K +137 +3%
CAM
316
Clark Asset Management
New Hampshire
$293K +$293K +4,939 New
BCI
317
Brinker Capital Investments
Pennsylvania
$286K -$30.9K -520 -10%
OPS
318
Orion Portfolio Solutions
Nebraska
$286K -$30.9K -520 -10%
DSCM
319
Del-Sette Capital Management
New York
$286K – – –
FPWM
320
FSB Premier Wealth Management
Iowa
$281K -$69.5K -1,169 -20%
BCM
321
Brookstone Capital Management
Illinois
$280K -$631K -10,586 -69%
CL
322
Choreo LLC
Illinois
$278K – – –
RIA
323
Realta Investment Advisors
Delaware
$271K – – –
FAM
324
Flaharty Asset Management
Florida
$266K +$266K +4,475 New
BCP
325
Blackhawk Capital Partners
Wisconsin
$265K – – –
11 12
13
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