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First Trust Enhanced Short Maturity ETF

414 hedge funds and large institutions have $6.23B invested in First Trust Enhanced Short Maturity ETF in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 109 increasing their positions, 208 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+26
Holders Change %
+6.7%
% of All Funds
6.07%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
0.65%
New
61
Increased
109
Reduced
208
Closed
33
Calls
$28K
Puts
Net Calls
+$28K
Net Calls Change
+$28K
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
301
Collaborative Wealth Management
Florida
$496K -$34.4K -577 -6%
SWP
302
Significant Wealth Partners
Illinois
$495K +$495K +8,289 New
RG
303
Rathbones Group
United Kingdom
$478K -$105K -1,767 -18%
IA
304
Inspire Advisors
Idaho
$475K +$260K +4,365 +122%
MC
305
Moors & Cabot
Massachusetts
$469K -$6.03K -101 -1%
ETIA
306
Epic Trust Investment Advisors
Washington
$463K -$20.2K -338 -4%
SF
307
Summit Financial
New Jersey
$462K +$462K +7,748 New
SB
308
Strategic Blueprint
Georgia
$458K -$36.5K -611 -7%
VFA
309
Valeo Financial Advisors
Indiana
$450K +$450K +7,550 New
RWMG
310
Redwood Wealth Management Group
New Jersey
$437K -$57.7K -967 -12%
IW
311
Imprint Wealth
South Carolina
$427K +$34.4K +577 +9%
CF
312
Centaurus Financial
California
$426K -$399K -6,688 -48%
AFA
313
American Financial Advisors
Georgia
$424K -$17.3K -290 -4%
SEA
314
Stegent Equity Advisors
Texas
$421K -$466K -7,809 -53%
CAC
315
Certified Advisory Corp
Florida
$418K
PMG
316
ProVise Management Group
Florida
$413K -$21.2K -356 -5%
CFS
317
Commonwealth Financial Services
West Virginia
$409K -$729K -12,223 -64%
GLR
318
Great Lakes Retirement
Ohio
$402K +$402K +6,731 New
DC
319
Davenport & Co
Virginia
$393K -$314K -5,268 -44%
UCMOK
320
United Capital Management of KS
Kansas
$388K -$28.5K -478 -7%
DAM
321
Derbend Asset Management
Georgia
$385K -$132K -2,208 -25%
CAPTRUST Financial Advisors
322
CAPTRUST Financial Advisors
North Carolina
$379K -$117K -1,966 -24%
PA
323
Paragon Advisors
Texas
$370K -$915K -15,333 -71%
VF
324
VitalStone Financial
Texas
$360K -$15K -251 -4%
HF
325
HRT Financial
New York
$341K +$341K +5,727 New