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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 %
DFA
351
DHJJ Financial Advisors
Illinois
$190K +$190K +3,192 New
Bank of Montreal
352
Bank of Montreal
Ontario, Canada
$171K -$97.1K -1,630 -36%
CT
353
Columbia Trust
Oregon
$165K +$165K +10,360 New
CAL
354
Capital Analysts LLC
Pennsylvania
$157K -$75.3K -1,263 -32%
FRA
355
Front Row Advisors
California
$149K – – –
PNC Financial Services Group
356
PNC Financial Services Group
Pennsylvania
$143K – – –
HCA
357
Heck Capital Advisors
Wisconsin
$121K -$66.7K -1,123 -36%
SIS
358
Sound Income Strategies
Florida
$119K -$1.73M -29,124 -94%
MRCM
359
M&R Capital Management
New Jersey
$117K – – –
TSWM
360
Tyler-Stone Wealth Management
Ohio
$107K +$1.31K +22 +1%
IIL
361
Insight Inv LLC
California
$103K – – –
PB
362
Pinnacle Bancorp
Nebraska
$76.4K – – –
GEA
363
Glen Eagle Advisors
New Jersey
$72.8K – – –
DWA
364
Delos Wealth Advisors
Texas
$56.5K – – –
PFBT
365
Parkside Financial Bank & Trust
Missouri
$47.5K +$47.5K +800 New
S
366
SignatureFD
Georgia
$46.9K – – –
RCM
367
Raleigh Capital Management
North Carolina
$46.2K -$4.34K -73 -9%
KFI
368
Key Financial Inc
Pennsylvania
$43.4K +$43.4K +731 New
CIA
369
Cape Investment Advisory
Georgia
$31.7K – – –
DSC
370
Duncker Streett & Co
Missouri
$29.7K – – –
TRCT
371
Tower Research Capital (TRC)
New York
$28.7K +$20.9K +352 +269%
US Bancorp
372
US Bancorp
Minnesota
$28.6K – – –
TWM
373
Tradition Wealth Management
Minnesota
$28K – – –
ICM
374
Intrepid Capital Management
Florida
$22.6K -$22.6K – –
AWM
375
Avior Wealth Management
Nebraska
$21.3K – – –
13 14
15
16 17