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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

398 hedge funds and large institutions have $6.33B invested in First Trust Enhanced Short Maturity ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 171 increasing their positions, 152 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
+14
Holders Change %
+3.65%
% of All Funds
6.37%
Holding in Top 10
47
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6%
% of All Funds
0.75%
New
47
Increased
171
Reduced
152
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TAM
Tucker Asset Management
Colorado
$88.6M
2
Osaic Holdings
Osaic Holdings
Arizona
$182M
3
KAS
Kestra Advisory Services
Texas
$84.5M
4
CAS
Coppell Advisory Solutions
Texas
$58.9M
5
CASC
Coppell Advisory Solutions Corp
Texas
$58.9M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$119M
2
Jane Street
Jane Street
New York
$0
3
GLR
Great Lakes Retirement
Ohio
$0
4
Bank of America
Bank of America
North Carolina
$259M
5
MF
Manchester Financial
California
$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
326
CreativeOne Wealth
Kansas
$355K +$355K +5,972 New
AWG
327
Altus Wealth Group
Colorado
$353K -$26.8K -451 -7%
AA
328
Advisory Alpha
Michigan
$353K -$66.7K -1,120 -16%
FPWM
329
FSB Premier Wealth Management
Iowa
$336K +$96K +1,613 +40%
KAM
330
KEB Asset Management
Illinois
$332K – – –
SSWM
331
Sheets Smith Wealth Management
North Carolina
$329K – – –
BFA
332
Brendel Financial Advisors
New Hampshire
$314K -$5.19K -87 -2%
AWA
333
Authentikos Wealth Advisory
California
$306K +$306K +5,153 New
SS
334
Sunbelt Securities
Texas
$293K +$67.5K +1,130 +30%
PCIA
335
Prime Capital Investment Advisors
Kansas
$291K -$501K -8,425 -63%
DSCM
336
Del-Sette Capital Management
New York
$287K -$26K -437 -8%
PA
337
PFG Advisors
Arizona
$281K +$6.55K +110 +2%
WS
338
Wedbush Securities
California
$280K -$7.62K -128 -3%
CL
339
Choreo LLC
Illinois
$278K -$121K -2,040 -30%
RIA
340
Realta Investment Advisors
Delaware
$272K – – –
OL
341
Owen LaRue
Kentucky
$266K – – –
BTI
342
Blue Trust Inc
Georgia
$260K +$11.5K +193 +5%
BCP
343
Blackhawk Capital Partners
Wisconsin
$260K +$179 +3 +0.1%
AWM
344
Axxcess Wealth Management
California
$260K +$119 +2 +0%
IWP
345
IAG Wealth Partners
Wisconsin
$247K +$247K +4,146 New
CA
346
Calton & Associates
Florida
$240K +$240K +4,031 New
MCCP
347
Mission Creek Capital Partners
California
$238K -$18.3K -308 -7%
IC
348
IEQ Capital
California
$237K +$237K +3,976 New
PP
349
PFS Partners
New Jersey
$236K +$236K +3,959 New
BWA
350
Beam Wealth Advisors
Louisiana
$232K -$5.59K -94 -2%
12 13
14
15 16