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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
KC
126
Kinloch Capital
Virginia
$4.4M -$11.4M -191,037 -72%
SCM
127
Sebold Capital Management
Illinois
$4.33M +$150K +2,516 +4%
CFG
128
Citizens Financial Group
Rhode Island
$4.28M -$569K -9,559 -12%
FAIM
129
Financial Advocates Investment Management
Washington
$4.03M -$191K -3,202 -4%
SF
130
Symphony Financial
Texas
$3.99M +$281K +4,723 +8%
TYCC
131
Texas Yale Capital Corp
Florida
$3.98M -$89.3K -1,500 -2%
IWA
132
Inspirion Wealth Advisors
Illinois
$3.94M -$151K -2,530 -4%
IAIM
133
International Assets Investment Management
Florida
$3.94M +$4.68M +78,648 New
TA
134
TrueWealth Advisors
Alabama
$3.91M +$479K +8,034 +14%
FHA
135
Flagship Harbor Advisors
Massachusetts
$3.9M -$7.56M -126,999 -66%
SMF
136
Sterling Manor Financial
New York
$3.86M +$1.09M +18,363 +39%
IFG
137
Independent Financial Group
California
$3.83M +$1.75M +29,300 +83%
DF
138
Dunhill Financial
United Kingdom
$3.71M +$408K +6,849 +12%
CRWM
139
Castle Rock Wealth Management
California
$3.64M +$92K +1,544 +3%
SI
140
Stephens Inc
Arkansas
$3.6M +$201K +3,380 +6%
PWA
141
PCG Wealth Advisors
Kansas
$3.56M -$419K -7,031 -11%
RA
142
RFG Advisory
Alabama
$3.49M -$281K -4,721 -7%
SWA
143
Stratos Wealth Advisors
Ohio
$3.49M -$376K -6,317 -10%
OIA
144
OneDigital Investment Advisors
Kansas
$3.44M +$144K +2,425 +4%
FGA
145
Fortis Group Advisors
New Jersey
$3.44M +$1.1M +18,524 +47%
SAM
146
Secure Asset Management
Michigan
$3.41M +$24.1K +405 +0.7%
WF
147
Welch & Forbes
Massachusetts
$3.4M -$554K -9,295 -14%
KWM
148
Keebeck Wealth Management
Illinois
$3.38M -$1.45M -24,290 -30%
WFS
149
Weitzel Financial Services
Iowa
$3.34M -$6.36M -106,727 -65%
EE
150
EWG Elevate
California
$3.24M +$119K +2,006 +4%