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First Trust Enhanced Short Maturity ETF

390 hedge funds and large institutions have $4.75B invested in First Trust Enhanced Short Maturity ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 135 increasing their positions, 180 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
-5
Holders Change %
-1.27%
% of All Funds
5.67%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.48%
New
40
Increased
135
Reduced
180
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PMG
301
ProVise Management Group
Florida
$390K -$15.2K -255 -4%
TI
302
TrueMark Investments
Illinois
$383K +$383K +6,432 New
RWMG
303
Redwood Wealth Management Group
New Jersey
$382K -$18K -302 -5%
ETIA
304
Epic Trust Investment Advisors
Washington
$375K -$24.7K -414 -6%
CMS
305
Capital Market Strategies
Florida
$355K -$32.6K -547 -8%
T
306
Tidemark
California
$331K -$1.05M -17,604 -76%
SB
307
Strategic Blueprint
Georgia
$327K +$238 +4 +0.1%
CWM
308
Collaborative Wealth Management
Florida
$327K
SIM
309
Stratos Investment Management
Ohio
$322K +$112K +1,886 +54%
PFG
310
Prosperity Financial Group
California
$316K -$469K -7,874 -60%
CCAL
311
City Center Advisors LLC
Michigan
$313K
CFIM
312
Client First Investment Management
Wisconsin
$311K +$43K +722 +16%
BFA
313
Brendel Financial Advisors
New Hampshire
$309K +$3.1K +52 +1%
FRA
314
Front Row Advisors
California
$299K +$150K +2,500 +100%
MWM
315
Maripau Wealth Management
Indiana
$299K +$299K +4,999 New
SEP
316
Southland Equity Partners
Missouri
$293K -$18.3K -307 -6%
Lido Advisors
317
Lido Advisors
California
$288K +$288K +4,815 New
WP
318
WealthShield Partners
North Carolina
$287K -$40.1K -670 -12%
DSCM
319
Del-Sette Capital Management
New York
$287K
BWP
320
Balboa Wealth Partners
Arizona
$279K +$279K +4,685 New
OPS
321
Orion Portfolio Solutions
Nebraska
$272K +$8.52K +143 +3%
BCI
322
Brinker Capital Investments
Pennsylvania
$272K +$8.52K +143 +3%
TA
323
TFB Advisors
Kansas
$272K +$30.6K +514 +13%
WIM
324
Westside Investment Management
California
$256K -$7.75K -130 -3%
SFPG
325
Stonebridge Financial Planning Group
Florida
$252K -$101K -1,700 -29%