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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 %
LI
326
LVZ Inc
Michigan
$257K -$108K -1,823 -30%
OPCM
327
Osborne Partners Capital Management
California
$251K +$251K +4,217 New
CW
328
Channel Wealth
California
$250K – – –
BTI
329
Blue Trust Inc
Georgia
$248K – – –
GDP
330
Great Diamond Partners
Maine
$248K +$248K +4,166 New
AWA
331
Acorn Wealth Advisors
Michigan
$243K +$243K +4,085 New
CWM
332
Cranbrook Wealth Management
Michigan
$240K -$28.8K -485 -11%
PP
333
PFS Partners
New Jersey
$240K +$2.26K +38 +1%
TSW
334
Three Seasons Wealth
Utah
$238K +$238K +3,996 New
QWM
335
QP Wealth Management
New Jersey
$236K +$21K +353 +10%
Ameriprise
336
Ameriprise
Minnesota
$234K -$588K -9,893 -72%
BFA
337
Benedict Financial Advisors
Georgia
$230K +$17.1K +288 +8%
PA
338
PFG Advisors
Arizona
$230K -$201K -3,378 -47%
TA
339
TFG Advisers
Michigan
$227K +$19.5K +328 +9%
AWM
340
Axxcess Wealth Management
California
$227K +$297 +5 +0.1%
FTDI
341
First Trust Direct Indexing
Massachusetts
$224K +$224K +3,775 New
JPMorgan Chase & Co
342
JPMorgan Chase & Co
New York
$215K -$6.35M -106,910 -97%
IA
343
Inspire Advisors
Idaho
$213K +$213K +3,591 New
AF
344
Allworth Financial
California
$210K -$79.7K -1,342 -28%
WWM
345
WT Wealth Management
Arizona
$210K -$163K -2,728 -44%
BEI
346
Benjamin Edwards Inc
Missouri
$207K +$6.79K +114 +3%
HGERS
347
Householder Group Estate & Retirement Specialist
Arizona
$205K +$205K +3,454 New
Fisher Asset Management
348
Fisher Asset Management
Washington
$204K +$204K +3,437 New
WCFA
349
Walkner Condon Financial Advisors
Wisconsin
$204K -$195K -3,275 -49%
CGA
350
Crescent Grove Advisors
Illinois
$203K – – –
12 13
14
15 16