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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.

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

Top Sellers

1
PG
Prostatis Group
Maryland
$2.52M
2
Morgan Stanley
Morgan Stanley
New York
$862M
3
First Trust Advisors
First Trust Advisors
Illinois
$11.2M
4
Jane Street
Jane Street
New York
$15.5M
5
JAWM
J. Arnold Wealth Management
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
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 -$568K -9,559 -12%
FAIM
129
Financial Advocates Investment Management
Washington
$4.03M -$184K -3,202 -4%
SF
130
Symphony Financial
Texas
$3.99M +$281K +4,723 +8%
TYCC
131
Texas Yale Capital Corp
Florida
$3.98M -$89.1K -1,500 -2%
IWA
132
Inspirion Wealth Advisors
Illinois
$3.94M -$150K -2,530 -4%
IAIM
133
International Assets Investment Management
Florida
$3.94M +$3.94M +78,648 New
TA
134
TrueWealth Advisors
Alabama
$3.91M +$477K +8,034 +14%
FHA
135
Flagship Harbor Advisors
Massachusetts
$3.9M -$7.55M -126,999 -66%
SMF
136
Sterling Manor Financial
New York
$3.86M +$1.09M +18,363 +39%
DF
137
Dunhill Financial
United Kingdom
$3.71M +$408K +6,849 +12%
CRWM
138
Castle Rock Wealth Management
California
$3.64M +$91.9K +1,544 +3%
SI
139
Stephens Inc
Arkansas
$3.6M +$201K +3,380 +6%
PWA
140
PCG Wealth Advisors
Kansas
$3.56M -$418K -7,031 -11%
RA
141
RFG Advisory
Alabama
$3.49M -$281K -4,721 -7%
SWA
142
Stratos Wealth Advisors
Ohio
$3.49M -$375K -6,317 -10%
OIA
143
OneDigital Investment Advisors
Kansas
$3.44M +$144K +2,425 +4%
FGA
144
Fortis Group Advisors
New Jersey
$3.44M +$1.1M +18,524 +47%
SAM
145
Secure Asset Management
Michigan
$3.41M +$24.1K +405 +0.7%
WF
146
Welch & Forbes
Massachusetts
$3.4M -$552K -9,295 -14%
KWM
147
Keebeck Wealth Management
Illinois
$3.38M -$1.45M -24,290 -30%
WFS
148
Weitzel Financial Services
Iowa
$3.34M -$6.34M -106,727 -65%
EE
149
EWG Elevate
California
$3.24M +$119K +2,006 +4%
PAG
150
Private Advisory Group
Washington
$3.23M -$659K -11,088 -17%
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