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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

388 hedge funds and large institutions have $5.47B invested in First Trust Enhanced Short Maturity ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 122 increasing their positions, 190 reducing their positions, and 36 closing their positions.

Holders
388
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
0.64%
New
40
Increased
122
Reduced
190
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$209M
2
AC
2
Avestar Capital
New York
$30M
3
SAM
3
Synergy Asset Management
Washington
$26.4M
4
CCP
4
Cassia Capital Partners
North Carolina
$33M
5
Cerity Partners
5
Cerity Partners
New York
$15.9M

Top Sellers

1
PG
1
Prostatis Group
Maryland
$2.52M
2
Morgan Stanley
2
Morgan Stanley
New York
$862M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$11.2M
4
Jane Street
4
Jane Street
New York
$15.5M
5
JAWM
5
J. Arnold Wealth Management
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
101
HBK Sorce Advisory
Pennsylvania
$7.2M -$787K -13,238 -10%
SA
102
Shilanski & Associates
Alaska
$7.18M +$141K +2,360 +2%
Goldman Sachs
103
Goldman Sachs
New York
$7.02M +$7.02M +118,073 New
NW
104
NewEdge Wealth
Pennsylvania
$7M +$5.02M +84,435 +253%
CCIA
105
Cherry Creek Investment Advisors
Colorado
$6.96M -$1.25M -21,076 -15%
EH
106
Equitable Holdings
New York
$6.71M +$19.8K +333 +0.3%
SFS
107
Sowell Financial Services
Arkansas
$6.31M -$1.24M -20,803 -16%
IFS
108
Ifrah Financial Services
Arkansas
$6.3M +$73.9K +1,244 +1%
LCM
109
Lunt Capital Management
Utah
$6.19M -$707K -11,894 -10%
LIA
110
Luken Investment Analytics
Tennessee
$6.06M -$15.6M -263,027 -72%
SWP
111
Stratos Wealth Partners
Ohio
$6M +$1.03M +17,322 +21%
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$5.82M -$3.33M -56,047 -36%
IA
113
Insight Advisors
Pennsylvania
$5.72M +$52.8K +888 +0.9%
SCA
114
Snowden Capital Advisors
New York
$5.62M -$2.83M -47,549 -33%
IA
115
IFG Advisory
Georgia
$5.53M +$899K +15,126 +19%
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$5.43M -$9.85M -165,703 -64%
TW
117
Towerpoint Wealth
California
$5.4M -$1.12M -18,904 -17%
DADC
118
D.A. Davidson & Co
Montana
$5.37M -$16.8M -282,688 -76%
GWSG
119
GPS Wealth Strategies Group
Colorado
$5.3M -$585K -9,841 -10%
WI
120
Wintrust Investments
Illinois
$5M -$1.6M -26,907 -24%
CWP
121
Core Wealth Partners
California
$4.91M +$282K +4,751 +6%
ASN
122
Advisory Services Network
Georgia
$4.73M -$1.18M -19,891 -20%
FFN
123
Focus Financial Network
Minnesota
$4.69M +$1.27M +21,374 +37%
MSAM
124
Moloney Securities Asset Management
Missouri
$4.53M +$704K +11,845 +18%
WP
125
WealthPLAN Partners
Nebraska
$4.43M -$123K -2,074 -3%
3 4
5
6 7