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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
FAM
326
Flaharty Asset Management
Florida
$266K +$267K +4,475 New
BCP
327
Blackhawk Capital Partners
Wisconsin
$265K
LI
328
LVZ Inc
Michigan
$257K -$109K -1,823 -30%
OPCM
329
Osborne Partners Capital Management
California
$251K +$251K +4,217 New
CW
330
Channel Wealth
California
$250K
BTI
331
Blue Trust Inc
Georgia
$248K
GDP
332
Great Diamond Partners
Maine
$248K +$248K +4,166 New
AWA
333
Acorn Wealth Advisors
Michigan
$243K +$243K +4,085 New
CWM
334
Cranbrook Wealth Management
Michigan
$240K -$28.9K -485 -11%
PP
335
PFS Partners
New Jersey
$240K +$2.26K +38 +1%
TSW
336
Three Seasons Wealth
Utah
$238K +$238K +3,996 New
QWM
337
QP Wealth Management
New Jersey
$236K +$21K +353 +10%
Ameriprise
338
Ameriprise
Minnesota
$234K -$589K -9,893 -72%
BFA
339
Benedict Financial Advisors
Georgia
$230K +$17.2K +288 +8%
PA
340
PFG Advisors
Arizona
$230K -$201K -3,378 -47%
TA
341
TFG Advisers
Michigan
$227K +$19.5K +328 +9%
AWM
342
Axxcess Wealth Management
California
$227K +$298 +5 +0.1%
FTDI
343
First Trust Direct Indexing
Massachusetts
$224K +$225K +3,775 New
JP Morgan Chase
344
JP Morgan Chase
New York
$215K -$6.37M -106,910 -97%
IA
345
Inspire Advisors
Idaho
$213K +$214K +3,591 New
AF
346
Allworth Financial
California
$210K -$79.9K -1,342 -28%
WWM
347
WT Wealth Management
Arizona
$210K -$162K -2,728 -44%
BEI
348
Benjamin Edwards Inc
Missouri
$207K +$6.79K +114 +3%
HGERS
349
Householder Group Estate & Retirement Specialist
Arizona
$205K +$206K +3,454 New
Fisher Asset Management
350
Fisher Asset Management
Washington
$204K +$205K +3,437 New