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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

386 hedge funds and large institutions have $6.1B invested in First Trust Enhanced Short Maturity ETF in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 140 increasing their positions, 180 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-12
Holders Change %
-3.02%
% of All Funds
6.09%
Holding in Top 10
43
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.51%
% of All Funds
0.68%
New
36
Increased
140
Reduced
180
Closed
44
Calls
–
Puts
$12.8M
Net Calls
-$12.8M
Net Calls Change
-$12.8M

Top Buyers

1
Jane Street
Jane Street
New York
$96.8M
2
JAWM
J. Arnold Wealth Management
Ohio
$78.7M
3
GI
Gradient Investments
Minnesota
$39.7M
4
IA
IFP Advisors
Florida
$55.1M
5
CA
Cetera Advisors
Colorado
$75M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$970M
2
PFS
Prospera Financial Services
Texas
$39.4M
3
AWS
AJ Wealth Strategies
New York
$17.8M
4
LPL Financial
LPL Financial
California
$507M
5
KAS
Kestra Advisory Services
Texas
$44.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFWA
401
Summit Financial Wealth Advisors
Louisiana
– -$799K -13,424 Closed
ARC
402
Advisor Resource Council
Texas
– -$774K -12,991 Closed
SEA
403
Stegent Equity Advisors
Texas
– -$710K -11,925 Closed
LS
404
Leelyn Smith
Illinois
– -$488K -8,199 Closed
WIP
405
WealthCare Investment Partners
Rhode Island
– -$474K -7,959 Closed
CF
406
Centaurus Financial
California
– -$472K -7,938 Closed
MMHP
407
Murphy Middleton Hinkle & Parker
Georgia
– -$455K -7,652 Closed
JWS
408
Juncture Wealth Strategies
Arizona
– -$427K -7,175 Closed
CWA
409
Clarus Wealth Advisors
Arizona
– -$388K -6,519 Closed
GFA
410
Gallagher Fiduciary Advisors
Illinois
– -$359K -6,038 Closed
VBFP
411
Valtinson Bruner Financial Planning
Minnesota
– -$357K -5,998 Closed
KAM
412
KEB Asset Management
Illinois
– -$332K -5,583 Closed
OL
413
Owen LaRue
Kentucky
– -$266K -4,479 Closed
IWP
414
IAG Wealth Partners
Wisconsin
– -$247K -4,146 Closed
IC
415
IEQ Capital
California
– -$237K -3,976 Closed
ACI
416
Alpha Cubed Investments
California
– -$227K -3,814 Closed
FWP
417
Firethorn Wealth Partners
Georgia
– -$218K -3,670 Closed
OCM
418
One Capital Management
California
– -$213K -3,580 Closed
DJFS
419
Dean Jacobson Financial Services
Texas
– -$207K -3,475 Closed
NWMG
420
National Wealth Management Group
Ohio
– -$205K -3,440 Closed
TAM
421
Titleist Asset Management
Texas
– -$204K -3,427 Closed
VWM
422
Venturi Wealth Management
Texas
– -$189K -3,181 Closed
WAM
423
Worth Asset Management
Texas
– -$127K -2,142 Closed
SWM
424
Sugarloaf Wealth Management
Georgia
– -$127K -2,138 Closed
CCMI
425
Creative Capital Management Investments
California
– -$112K -1,877 Closed
14 15 16
17
18