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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
ICM
376
Intrepid Capital Management
Florida
$22.6K
AWM
377
Avior Wealth Management
Nebraska
$21.3K
PA
378
Parallel Advisors
California
$16.8K +$16.8K +282 New
MPWT
379
MassMutual Private Wealth & Trust
Connecticut
$16K
LF
380
Lee Financial
Texas
$13.9K +$13.9K +233 New
LFA
381
Legend Financial Advisors
Pennsylvania
$13.5K
HI
382
Hoey Investments
Pennsylvania
$12.7K
HFS
383
Hantz Financial Services
Michigan
$12K +$12.4K +209 New
IPW
384
Impact Partnership Wealth
Georgia
$11.5K -$18.5K -310 -62%
PCM
385
Penserra Capital Management
California
$7K -$12.5K -210 -63%
HIA
386
Harbor Investment Advisory
Maryland
$5.94K
JFA
387
JNBA Financial Advisors
Minnesota
$5.36K +$60 +1 +1%
PA
388
PSI Advisors
Florida
$3.92K
HCP
389
Hexagon Capital Partners
Arkansas
$1.31K
Fidelity Investments
390
Fidelity Investments
Massachusetts
$594 -$2.32K -39 -80%
FGAM
391
Financial Gravity Asset Management
Texas
$219 -$3.28K -55 -93%
JAWM
392
J. Arnold Wealth Management
Ohio
-$78.7M -1,325,375 Closed
SS
393
Simplicity Solutions
Minnesota
-$15.3M -257,954 Closed
EC
394
EdgeRock Capital
Colorado
-$15.3M -257,184 Closed
TWM
395
Tanager Wealth Management
United Kingdom
-$4.2M -70,334 Closed
PWM
396
Peterson Wealth Management
Nevada
-$3.88M -65,305 Closed
M1FG
397
Mach-1 Financial Group
Arkansas
-$3.64M -61,289 Closed
SHFP
398
Second Half Financial Partners
Florida
-$3.17M -53,375 Closed
Mercer Global Advisors
399
Mercer Global Advisors
Colorado
-$3.15M -52,972 Closed
BCA
400
Bay Colony Advisors
Massachusetts
-$3.13M -52,635 Closed