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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
NW
76
Naviter Wealth
Arkansas
$10.6M +$444K +7,457 +4%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$10.4M +$363K +6,096 +4%
AAS
78
Ameritas Advisory Services
Nebraska
$10.1M +$6.33M +106,249 +167%
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$10M +$4.29M +71,992 +75%
MFG
80
Mainsail Financial Group
Washington
$9.91M -$608K -10,210 -6%
TNBTD
81
Trustmark National Bank Trust Department
Mississippi
$9.56M -$177K -2,972 -2%
Corient Private Wealth
82
Corient Private Wealth
Florida
$9.43M +$18.3K +307 +0.2%
EA
83
Ellsworth Advisors
Ohio
$9.17M -$266K -4,470 -3%
TC
84
TownSquare Capital
Utah
$9.16M -$892K -14,980 -9%
FTUS
85
Flow Traders U.S.
New York
$9.06M +$8.41M +141,145 +1,246%
NP
86
Nilsine Partners
Colorado
$8.52M -$75.6K -1,269 -0.9%
BRWA
87
B. Riley Wealth Advisors
Florida
$8.46M -$314K -5,269 -4%
LRWA
88
Long Run Wealth Advisors
New York
$8.42M -$863K -14,481 -9%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$8.25M +$93.8K +1,574 +1%
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$8.14M +$8.16M +137,000 New
JIP
91
Jaffetilchin Investment Partners
Florida
$8.04M +$786K +13,190 +11%
IPW
92
IronBridge Private Wealth
Texas
$7.78M +$7.8M +130,996 New
FHA
93
First Horizon Advisors
Tennessee
$7.7M +$147K +2,460 +2%
Comerica Bank
94
Comerica Bank
Texas
$7.61M +$7.62M +128,008 New
Millennium Management
95
Millennium Management
New York
$7.57M -$278K -4,669 -4%
PFG
96
Prosperity Financial Group
California
$7.55M +$2.56M +42,988 +51%
ATPW
97
Ashton Thomas Private Wealth
Arizona
$7.51M -$146K -2,455 -2%
FCM
98
Family Capital Management
Michigan
$7.35M -$2.97M -49,894 -29%
WWM
99
Western Wealth Management
Colorado
$7.34M +$1.98M +33,210 +37%
SF
100
Synovus Financial
Georgia
$7.2M +$125K +2,101 +2%