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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 %
KWM
126
Keebeck Wealth Management
Illinois
$4.83M -$73.4K -1,230 -1%
IA
127
IFG Advisory
Georgia
$4.63M -$50.3K -846 -1%
CWP
128
Core Wealth Partners
California
$4.63M +$644K +10,833 +16%
TA
129
TKG Advisors
Indiana
$4.62M -$5.21M -87,672 -53%
WP
130
WealthPLAN Partners
Nebraska
$4.55M +$79K +1,329 +2%
FAIM
131
Financial Advocates Investment Management
Washington
$4.35M +$123K +2,066 +3%
TWM
132
Tanager Wealth Management
United Kingdom
$4.2M -$1.65M -27,721 -28%
SCM
133
Sebold Capital Management
Illinois
$4.18M -$819K -13,793 -16%
IWA
134
Inspirion Wealth Advisors
Illinois
$4.09M -$360K -6,052 -8%
TYCC
135
Texas Yale Capital Corp
Florida
$4.07M -$102K -1,725 -2%
PWA
136
PCG Wealth Advisors
Kansas
$3.97M +$75.3K +1,268 +2%
WF
137
Welch & Forbes
Massachusetts
$3.95M +$774K +13,034 +24%
PAG
138
Private Advisory Group
Washington
$3.89M +$1.76M +29,585 +82%
PWM
139
Peterson Wealth Management
Nevada
$3.88M +$1.3M +21,842 +50%
SWA
140
Stratos Wealth Advisors
Ohio
$3.86M +$3.01M +50,645 +353%
MSAM
141
Moloney Securities Asset Management
Missouri
$3.82M +$1.24M +20,923 +48%
AAS
142
Ameritas Advisory Services
Nebraska
$3.79M -$6.61M -111,098 -64%
RJT
143
Raymond James Trust
Florida
$3.79M – – –
RA
144
RFG Advisory
Alabama
$3.77M -$45.4K -764 -1%
SF
145
Symphony Financial
Texas
$3.72M +$432K +7,240 +13%
M1FG
146
Mach-1 Financial Group
Arkansas
$3.64M +$1.8M +30,285 +98%
CRWM
147
Castle Rock Wealth Management
California
$3.55M +$216K +3,641 +6%
TA
148
TrueWealth Advisors
Alabama
$3.44M -$2.24M -37,781 -40%
FFN
149
Focus Financial Network
Minnesota
$3.42M -$540K -9,096 -14%
SI
150
Stephens Inc
Arkansas
$3.4M +$20.5K +345 +0.6%
4 5
6
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