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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.

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 %
CFGS
76
Concourse Financial Group Securities
Alabama
$11.3M +$3.32M +55,684 +42%
GIA
77
Gladstone Institutional Advisory
Florida
$11M -$18.8M -316,450 -63%
AC
78
Avestar Capital
New York
$10.8M +$2.08M +34,944 +24%
FIA
79
Foundations Investment Advisors
Arizona
$10.7M -$2.54M -42,781 -19%
MFG
80
Mainsail Financial Group
Washington
$10.5M -$97K -1,633 -0.9%
FCM
81
Family Capital Management
Michigan
$10.3M +$34.6K +582 +0.3%
WP
82
WealthSource Partners
California
$10.2M -$211K -3,548 -2%
NW
83
Naviter Wealth
Arkansas
$10.2M +$10.2M +170,532 New
TC
84
TownSquare Capital
Utah
$10M -$401K -6,749 -4%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$10M +$1.17M +19,708 +13%
AWA
86
Amplius Wealth Advisors
Pennsylvania
$9.9M -$501K -8,435 -5%
TNBTD
87
Trustmark National Bank Trust Department
Mississippi
$9.73M -$113K -1,910 -1%
WFS
88
Weitzel Financial Services
Iowa
$9.68M +$32.5K +547 +0.3%
EA
89
Ellsworth Advisors
Ohio
$9.41M +$5.56M +93,579 +144%
Corient Private Wealth
90
Corient Private Wealth
Florida
$9.41M -$8.22M -138,294 -47%
LRWA
91
Long Run Wealth Advisors
New York
$9.28M -$7.1M -119,523 -43%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$9.15M +$9.15M +154,009 New
BRWA
93
B. Riley Wealth Advisors
Florida
$8.77M +$2.6M +43,622 +42%
NP
94
Nilsine Partners
Colorado
$8.59M +$35.4K +596 +0.4%
SCA
95
Snowden Capital Advisors
New York
$8.45M +$1.28M +21,482 +18%
CCIA
96
Cherry Creek Investment Advisors
Colorado
$8.21M -$545K -9,169 -6%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$8.16M +$63K +1,061 +0.8%
HIS
98
Harvest Investment Services
Illinois
$8.01M -$5.96M -100,333 -43%
HSA
99
HBK Sorce Advisory
Pennsylvania
$7.99M -$225K -3,795 -3%
SAM
100
Synergy Asset Management
Washington
$7.88M -$11.1M -186,461 -58%
2 3
4
5 6