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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 %
AWA
401
Arete Wealth Advisors
Illinois
– -$1.99M -33,423 Closed
FOFP
402
Fee-Only Financial Planning
South Carolina
– -$1.92M -32,282 Closed
CW
403
CreativeOne Wealth
Kansas
– -$1.76M -29,664 Closed
SL
404
Systelligence LLC
Minnesota
– -$1.29M -21,681 Closed
FA
405
Flagstar Advisors
New York
– -$1.26M -21,176 Closed
HAS
406
HBW Advisory Services
California
– -$847K -14,260 Closed
VWA
407
V Wealth Advisors
Kansas
– -$547K -9,214 Closed
SPL
408
Smart Portfolios LLC
Washington
– -$527K -8,863 Closed
FPGK
409
Financial Partners Group (Kansas)
Kansas
– -$518K -8,707 Closed
IAIM
410
Industrial Alliance Investment Management
Quebec, Canada
– -$456K -7,670 Closed
BAM
411
Belpointe Asset Management
Nevada
– -$442K -7,442 Closed
JCM
412
Jacobi Capital Management
Pennsylvania
– -$423K -7,120 Closed
ACA
413
Affinity Capital Advisors
California
– -$334K -5,628 Closed
BIM
414
Bullseye Investment Management
Ohio
– -$300K -5,040 Closed
CA
415
Calton & Associates
Florida
– -$235K -3,959 Closed
BWA
416
Beam Wealth Advisors
Louisiana
– -$230K -3,864 Closed
CCG
417
Coastwise Capital Group
California
– -$222K -3,732 Closed
GSC
418
Ground Swell Capital
South Carolina
– -$206K -3,475 Closed
MCCP
419
Mission Creek Capital Partners
California
– -$205K -3,449 Closed
AA
420
Advisory Alpha
Michigan
– -$202K -3,394 Closed
William Blair & Company
421
William Blair & Company
Illinois
– -$64.5K -1,085 Closed
WIM
422
WealthPlan Investment Management
Nebraska
– -$41.2K -694 Closed
FA
423
Fiduciary Alliance
South Carolina
– -$10.1K -170 Closed
SIC
424
Salem Investment Counselors
North Carolina
– -$9.01K -151 Closed
CWA
425
Clearview Wealth Advisors
Oregon
– -$3.3K -55 Closed
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