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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.

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
1
Osaic Holdings
Arizona
$209M
2
AC
2
Avestar Capital
New York
$30M
3
SAM
3
Synergy Asset Management
Washington
$26.4M
4
CCP
4
Cassia Capital Partners
North Carolina
$33M
5
Cerity Partners
5
Cerity Partners
New York
$15.9M

Top Sellers

1
PG
1
Prostatis Group
Maryland
$2.52M
2
Morgan Stanley
2
Morgan Stanley
New York
$862M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$11.2M
4
Jane Street
4
Jane Street
New York
$15.5M
5
JAWM
5
J. Arnold Wealth Management
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
26
Cassia Capital Partners
North Carolina
$33M +$16.3M +275,080 +98%
KAS
27
Kestra Advisory Services
Texas
$30.2M -$14.2M -239,187 -32%
AC
28
Avestar Capital
New York
$30M +$19.3M +324,062 +179%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$27.1M +$7.09M +119,284 +35%
SAM
30
Synergy Asset Management
Washington
$26.4M +$18.5M +310,896 +235%
HighTower Advisors
31
HighTower Advisors
Illinois
$25M -$769K -12,931 -3%
SPIA
32
Steward Partners Investment Advisory
New York
$23.7M -$10.2M -171,184 -30%
PNC
33
Park National Corp
Ohio
$22M +$222K +3,728 +1%
AAS
34
Avantax Advisory Services
Texas
$21.8M -$6M -101,029 -22%
NA
35
NewEdge Advisors
Louisiana
$21.3M +$629K +10,580 +3%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$21.2M -$2.02M -33,998 -9%
CAN
37
Cetera Advisor Networks
California
$20.8M +$7.97M +134,057 +62%
CAS
38
Coppell Advisory Solutions
Texas
$20.8M -$26.6M -447,662 -56%
MML Investors Services
39
MML Investors Services
Massachusetts
$19.3M -$798K -13,422 -4%
FWA
40
FSC Wealth Advisors
New York
$19.1M -$41.2K -693 -0.2%
OC
41
Oppenheimer & Co
New York
$19.1M -$2.66M -44,700 -12%
KPWS
42
Kestra Private Wealth Services
Texas
$19M +$1M +16,891 +6%
HIS
43
Harvest Investment Services
Illinois
$19M +$11M +184,469 +137%
PAG
44
Private Advisor Group
New Jersey
$18.8M -$2.51M -42,178 -12%
HI
45
Harbour Investments
Wisconsin
$18.2M -$1.15M -19,372 -6%
1W
46
1776 Wealth
Georgia
$17.8M -$1.41M -23,679 -7%
IWC
47
Integrated Wealth Concepts
Massachusetts
$17.7M +$4.99M +83,934 +39%
TCM
48
Triumph Capital Management
Colorado
$17.4M +$726K +12,224 +4%
PVI
49
Pine Valley Investments
New Jersey
$17.4M -$314K -5,272 -2%
Citadel Advisors
50
Citadel Advisors
Florida
$17.4M +$2.72M +45,852 +19%
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