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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 %
ACI
351
Alpha Cubed Investments
California
$227K -$17.9K -301 -7%
FWP
352
Firethorn Wealth Partners
Georgia
$218K -$89.9K -1,511 -29%
OCM
353
One Capital Management
California
$213K – – –
BFA
354
Benedict Financial Advisors
Georgia
$211K -$3.93K -66 -2%
BWM
355
BerganKDV Wealth Management
Minnesota
$211K – – –
DJFS
356
Dean Jacobson Financial Services
Texas
$207K +$207K +3,475 New
NWMG
357
National Wealth Management Group
Ohio
$205K -$18.3K -307 -8%
TAM
358
Titleist Asset Management
Texas
$204K +$204K +3,427 New
VWM
359
Venturi Wealth Management
Texas
$189K +$189K +3,181 New
CAL
360
Capital Analysts LLC
Pennsylvania
$185K – – –
Bank of Montreal
361
Bank of Montreal
Ontario, Canada
$166K +$160K +2,674 +2,523%
FRA
362
Front Row Advisors
California
$149K – – –
WAM
363
Worth Asset Management
Texas
$127K – – –
SWM
364
Sugarloaf Wealth Management
Georgia
$127K +$833 +14 +0.7%
BEI
365
Benjamin Edwards Inc
Missouri
$126K +$126K +2,109 New
MRCM
366
M&R Capital Management
New Jersey
$118K – – –
FFA
367
Farther Finance Advisors
California
$112K -$73.3K -1,232 -40%
CCMI
368
Creative Capital Management Investments
California
$112K +$112K +1,877 New
IIL
369
Insight Inv LLC
California
$103K -$92.2K -1,550 -47%
RCM
370
Raleigh Capital Management
North Carolina
$103K +$179 +3 +0.2%
PNC Financial Services Group
371
PNC Financial Services Group
Pennsylvania
$102K +$58.4K +982 +135%
Commonwealth Equity Services
372
Commonwealth Equity Services
Massachusetts
$90.5K -$3.73K -62,589 -4%
PB
373
Pinnacle Bancorp
Nebraska
$76.5K -$236K -3,960 -76%
GEA
374
Glen Eagle Advisors
New Jersey
$72.9K – – –
DWA
375
Delos Wealth Advisors
Texas
$56.5K +$56.5K +950 New
13 14
15
16 17