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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

398 hedge funds and large institutions have $6.33B invested in First Trust Enhanced Short Maturity ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 171 increasing their positions, 152 reducing their positions, and 27 closing their positions.

Holders
398
Holders Change
+14
Holders Change %
+3.65%
% of All Funds
6.37%
Holding in Top 10
47
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6%
% of All Funds
0.75%
New
47
Increased
171
Reduced
152
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TAM
1
Tucker Asset Management
Colorado
$88.6M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$182M
3
KAS
3
Kestra Advisory Services
Texas
$84.5M
4
CASC
4
Coppell Advisory Solutions Corp
Texas
$58.9M
5
CAS
5
Coppell Advisory Solutions
Texas
$58.9M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$119M
2
Jane Street
2
Jane Street
New York
$0
3
GLR
3
Great Lakes Retirement
Ohio
$0
4
Bank of America
4
Bank of America
North Carolina
$259M
5
MF
5
Manchester Financial
California
$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWA
51
FSC Wealth Advisors
New York
$19.1M +$2.31M +38,771 +14%
SAM
52
Synergy Asset Management
Washington
$19M -$752K -12,642 -4%
OC
53
Oppenheimer & Co
New York
$19M +$9.91M +166,592 +109%
KPWS
54
Kestra Private Wealth Services
Texas
$18.7M +$4.8M +80,643 +35%
Corient Private Wealth
55
Corient Private Wealth
Florida
$17.7M -$11.1M -186,893 -39%
SL
56
Systelligence LLC
Minnesota
$17.3M -$390K -6,559 -2%
Citigroup
57
Citigroup
New York
$17.1M +$315K +5,286 +2%
CAN
58
Cetera Advisor Networks
California
$16.9M +$5.68M +95,433 +51%
CCP
59
Cassia Capital Partners
North Carolina
$16.7M +$15.5M +260,963 +1,319%
TCM
60
Triumph Capital Management
Colorado
$16.6M +$10.6M +178,632 +177%
LRWA
61
Long Run Wealth Advisors
New York
$16.4M +$1.24M +20,903 +8%
FEG
62
Financial Enhancement Group
Indiana
$16.2M +$778K +13,048 +5%
EC
63
EdgeRock Capital
Colorado
$16M +$3.52M +59,090 +28%
SPC
64
Sigma Planning Corp
Michigan
$15.7M +$1.57M +26,409 +11%
SW
65
Simplicity Wealth
New Jersey
$15.7M +$820K +13,778 +6%
TCM
66
TD Capital Management
Tennessee
$14.7M +$3.61M +60,644 +33%
HIS
67
Harvest Investment Services
Illinois
$14M +$10.3M +173,868 +284%
RA
68
RiverTree Advisors
Florida
$13.4M +$1.92M +32,236 +17%
SWM
69
Shelton Wealth Management
Texas
$13.3M -$4.82M -81,076 -27%
FIA
70
Foundations Investment Advisors
Arizona
$13.2M +$2.08M +34,897 +19%
KWM
71
Kingsview Wealth Management
Oregon
$12.8M +$1.08M +18,184 +9%
WWA
72
WCG Wealth Advisors
Nevada
$11.4M -$3.02M -50,791 -21%
MFG
73
Mainsail Financial Group
Washington
$10.6M -$1.46M -24,491 -12%
JIP
74
Jaffetilchin Investment Partners
Florida
$10.6M -$2.58M -43,434 -20%
TC
75
TownSquare Capital
Utah
$10.5M +$9.86M +165,769 +1,640%
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