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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
VAS
401
Vestmark Advisory Solutions
Massachusetts
-$2.96M -49,841 Closed
BNP Paribas Financial Markets
402
BNP Paribas Financial Markets
France
-$2.54M -42,755 Closed
AWA
403
Arete Wealth Advisors
Illinois
-$1.99M -33,423 Closed
FOFP
404
Fee-Only Financial Planning
South Carolina
-$1.92M -32,282 Closed
CW
405
CreativeOne Wealth
Kansas
-$1.76M -29,664 Closed
SL
406
Systelligence LLC
Minnesota
-$1.29M -21,681 Closed
FA
407
Flagstar Advisors
New York
-$1.26M -21,176 Closed
HAS
408
HBW Advisory Services
California
-$847K -14,260 Closed
VWA
409
V Wealth Advisors
Kansas
-$547K -9,214 Closed
SPL
410
Smart Portfolios LLC
Washington
-$527K -8,863 Closed
FPGK
411
Financial Partners Group (Kansas)
Kansas
-$518K -8,707 Closed
IAIM
412
Industrial Alliance Investment Management
Quebec, Canada
-$456K -7,670 Closed
BAM
413
Belpointe Asset Management
Nevada
-$442K -7,442 Closed
JCM
414
Jacobi Capital Management
Pennsylvania
-$423K -7,120 Closed
ACA
415
Affinity Capital Advisors
California
-$334K -5,628 Closed
BIM
416
Bullseye Investment Management
Ohio
-$300K -5,040 Closed
CA
417
Calton & Associates
Florida
-$235K -3,959 Closed
BWA
418
Beam Wealth Advisors
Louisiana
-$230K -3,864 Closed
CCG
419
Coastwise Capital Group
California
-$222K -3,732 Closed
GSC
420
Ground Swell Capital
South Carolina
-$206K -3,475 Closed
MCCP
421
Mission Creek Capital Partners
California
-$205K -3,449 Closed
AA
422
Advisory Alpha
Michigan
-$202K -3,394 Closed
William Blair & Company
423
William Blair & Company
Illinois
-$64.5K -1,085 Closed
WIM
424
WealthPlan Investment Management
Nebraska
-$41.2K -694 Closed
FA
425
Fiduciary Alliance
South Carolina
-$10.1K -170 Closed