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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
FEG
51
Financial Enhancement Group
Indiana
$16.4M -$16.5K -277 -0.1%
SW
52
Simplicity Wealth
New Jersey
$16.4M +$1.09M +18,219 +7%
Truist Financial
53
Truist Financial
North Carolina
$16.1M -$649K -10,900 -4%
Cerity Partners
54
Cerity Partners
New York
$15.9M +$16M +268,118 New
KWM
55
Kingsview Wealth Management
Oregon
$15.7M +$3.08M +51,775 +24%
CIAS
56
Capital Investment Advisory Services
North Carolina
$15.7M +$3.91M +65,597 +33%
Jane Street
57
Jane Street
New York
$15.5M -$81.5M -1,368,574 -84%
TCM
58
TD Capital Management
Tennessee
$15.5M -$2.25M -37,856 -13%
Citigroup
59
Citigroup
New York
$15.2M -$1.41M -23,615 -8%
AWM
60
AE Wealth Management
Kansas
$14.8M -$5.35M -89,812 -26%
WP
61
WealthSource Partners
California
$14.6M +$4.45M +74,732 +44%
SLWA
62
San Luis Wealth Advisors
California
$14.2M +$2.83M +47,446 +25%
SWM
63
Shelton Wealth Management
Texas
$13.9M -$383K -6,438 -3%
RA
64
RiverTree Advisors
Florida
$13.3M +$231K +3,883 +2%
AWA
65
Amplius Wealth Advisors
Pennsylvania
$13M +$3.13M +52,514 +32%
UCFA
66
United Capital Financial Advisors
Texas
$12.9M -$2.93M -49,218 -18%
SPC
67
Sigma Planning Corp
Michigan
$12.5M -$2.99M -50,189 -19%
CFGS
68
Concourse Financial Group Securities
Alabama
$12.4M +$1.11M +18,679 +10%
GIA
69
Gladstone Institutional Advisory
Florida
$12.3M +$1.32M +22,083 +12%
LSPW
70
Lake Street Private Wealth
Illinois
$11.7M +$6.8M +114,165 +140%
PBF
71
Petix & Botte Financial
California
$11.6M +$186K +3,127 +2%
MOS
72
MGO One Seven
Ohio
$11.4M -$679K -11,395 -6%
WWA
73
WCG Wealth Advisors
Nevada
$11.4M
FIA
74
Foundations Investment Advisors
Arizona
$11.2M +$537K +9,013 +5%
First Trust Advisors
75
First Trust Advisors
Illinois
$11.2M -$97.9M -1,644,422 -90%