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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$970M
2
PFS
2
Prospera Financial Services
Texas
$39.4M
3
AWS
3
AJ Wealth Strategies
New York
$17.8M
4
LPL Financial
4
LPL Financial
California
$507M
5
KAS
5
Kestra Advisory Services
Texas
$44.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PVI
51
Pine Valley Investments
New Jersey
$17.7M +$8.98M +150,657 +103%
Truist Financial
52
Truist Financial
North Carolina
$16.8M -$4.16M -70,098 -20%
CCP
53
Cassia Capital Partners
North Carolina
$16.7M +$18.8K +317 +0.1%
TCM
54
Triumph Capital Management
Colorado
$16.7M +$41.3K +695 +0.2%
Citigroup
55
Citigroup
New York
$16.6M -$462K -7,777 -3%
FEG
56
Financial Enhancement Group
Indiana
$16.4M +$265K +4,453 +2%
UCFA
57
United Capital Financial Advisors
Texas
$15.9M -$11.9M -200,638 -43%
KC
58
Kinloch Capital
Virginia
$15.7M -$8.42M -141,781 -35%
SPC
59
Sigma Planning Corp
Michigan
$15.5M -$204K -3,426 -1%
EC
60
EdgeRock Capital
Colorado
$15.3M -$650K -10,896 -4%
SW
61
Simplicity Wealth
New Jersey
$15.3M -$348K -5,863 -2%
SS
62
Simplicity Solutions
Minnesota
$15.3M +$15.3M +257,954 New
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$15.3M -$7.56M -127,275 -33%
Citadel Advisors
64
Citadel Advisors
Florida
$14.6M +$14.3M +240,264 +3,962%
SWM
65
Shelton Wealth Management
Texas
$14.2M +$954K +16,061 +7%
RA
66
RiverTree Advisors
Florida
$13.1M -$279K -4,702 -2%
CAN
67
Cetera Advisor Networks
California
$12.9M -$3.99M -67,153 -24%
IWC
68
Integrated Wealth Concepts
Massachusetts
$12.7M +$9.81M +165,070 +337%
KWM
69
Kingsview Wealth Management
Oregon
$12.7M -$112K -1,879 -0.9%
MOS
70
MGO One Seven
Ohio
$12.1M +$4.1M +69,059 +51%
CIAS
71
Capital Investment Advisory Services
North Carolina
$11.8M +$6.86M +115,456 +140%
PBF
72
Petix & Botte Financial
California
$11.4M +$5.67M +95,372 +98%
FHA
73
Flagship Harbor Advisors
Massachusetts
$11.4M +$8.51M +143,165 +290%
WWA
74
WCG Wealth Advisors
Nevada
$11.4M – – –
SLWA
75
San Luis Wealth Advisors
California
$11.3M +$11.3M +190,821 New
1 2
3
4 5