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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
WCFA
351
Walkner Condon Financial Advisors
Wisconsin
$204K -$195K -3,275 -49%
CGA
352
Crescent Grove Advisors
Illinois
$203K
DFA
353
DHJJ Financial Advisors
Illinois
$190K +$190K +3,192 New
Bank of Montreal
354
Bank of Montreal
Ontario, Canada
$171K -$97.1K -1,630 -36%
CT
355
Columbia Trust
Oregon
$165K +$617K +10,360 New
CAL
356
Capital Analysts LLC
Pennsylvania
$157K -$75.2K -1,263 -32%
FRA
357
Front Row Advisors
California
$149K
PNC Financial Services Group
358
PNC Financial Services Group
Pennsylvania
$143K
HCA
359
Heck Capital Advisors
Wisconsin
$121K -$66.9K -1,123 -36%
SIS
360
Sound Income Strategies
Florida
$119K -$1.73M -29,124 -94%
MRCM
361
M&R Capital Management
New Jersey
$117K
TSWM
362
Tyler-Stone Wealth Management
Ohio
$107K +$1.31K +22 +1%
IIL
363
Insight Inv LLC
California
$103K
PB
364
Pinnacle Bancorp
Nebraska
$76.4K
GEA
365
Glen Eagle Advisors
New Jersey
$72.8K
DWA
366
Delos Wealth Advisors
Texas
$56.5K
PFBT
367
Parkside Financial Bank & Trust
Missouri
$47.5K +$47.6K +800 New
S
368
SignatureFD
Georgia
$46.9K
RCM
369
Raleigh Capital Management
North Carolina
$46.2K -$4.35K -73 -9%
KFI
370
Key Financial Inc
Pennsylvania
$43.4K +$43.5K +731 New
CIA
371
Cape Investment Advisory
Georgia
$31.7K
DSC
372
Duncker Streett & Co
Missouri
$29.7K
TRCT
373
Tower Research Capital (TRC)
New York
$28.7K +$21K +352 +269%
US Bancorp
374
US Bancorp
Minnesota
$28.6K
TWM
375
Tradition Wealth Management
Minnesota
$28K