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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

398 hedge funds and large institutions have $6.33B invested in First Trust Enhanced Short Maturity ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 171 increasing their positions, 152 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
+14
Holders Change %
+3.65%
% of All Funds
6.37%
Holding in Top 10
47
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6%
% of All Funds
0.75%
New
47
Increased
171
Reduced
152
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TAM
Tucker Asset Management
Colorado
$88.6M
2
Osaic Holdings
Osaic Holdings
Arizona
$182M
3
KAS
Kestra Advisory Services
Texas
$84.5M
4
CAS
Coppell Advisory Solutions
Texas
$58.9M
5
CASC
Coppell Advisory Solutions Corp
Texas
$58.9M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$119M
2
Jane Street
Jane Street
New York
$0
3
GLR
Great Lakes Retirement
Ohio
$0
4
Bank of America
Bank of America
North Carolina
$259M
5
MF
Manchester Financial
California
$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
126
Keebeck Wealth Management
Illinois
$4.91M +$238K +3,980 +5%
CIAS
127
Capital Investment Advisory Services
North Carolina
$4.91M +$2.14M +35,943 +77%
PFG
128
Prosperity Financial Group
California
$4.72M +$269K +4,515 +6%
IA
129
IFG Advisory
Georgia
$4.69M +$501K +8,423 +12%
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$4.63M +$1.05M +17,639 +29%
BNP Paribas Financial Markets
131
BNP Paribas Financial Markets
France
$4.63M -$676K -11,359 -13%
WP
132
WealthPLAN Partners
Nebraska
$4.48M +$45.8K +769 +1%
IWA
133
Inspirion Wealth Advisors
Illinois
$4.46M -$358K -6,011 -7%
FA
134
Fiduciary Alliance
South Carolina
$4.46M +$80.8K +1,357 +2%
FAIM
135
Financial Advocates Investment Management
Washington
$4.24M +$831K +13,961 +24%
TYCC
136
Texas Yale Capital Corp
Florida
$4.18M -$2.7M -45,350 -39%
CWP
137
Core Wealth Partners
California
$3.99M +$1.61M +27,111 +68%
Millennium Management
138
Millennium Management
New York
$3.97M -$727K -12,215 -15%
FFN
139
Focus Financial Network
Minnesota
$3.97M +$3.97M +66,670 New
IGWM
140
ICA Group Wealth Management
Colorado
$3.96M +$1.53M +25,717 +63%
PFA
141
Pinnacle Family Advisors
Missouri
$3.92M +$3.35M +56,243 +589%
PWA
142
PCG Wealth Advisors
Kansas
$3.9M +$952K +16,005 +32%
EA
143
Ellsworth Advisors
Ohio
$3.86M +$56.9K +956 +1%
RA
144
RFG Advisory
Alabama
$3.83M +$1.03M +17,300 +37%
RJT
145
Raymond James Trust
Florida
$3.79M -$352K -5,911 -8%
CWM
146
Cornerstone Wealth Management
Missouri
$3.75M +$3.75M +62,944 New
ACA
147
Aptus Capital Advisors
Alabama
$3.67M +$2.93M +49,029 +392%
CA
148
Continuum Advisory
Idaho
$3.56M +$366K +6,158 +11%
SWP
149
Stratos Wealth Partners
Ohio
$3.46M +$909K +15,273 +36%
GWA
150
GGM Wealth Advisors
Maryland
$3.42M +$2.7M +45,328 +372%
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