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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.

New
Increased
Maintained
Reduced
Closed
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 %
SAM
151
Secure Asset Management
Michigan
$3.39M +$3.39M +56,983 New
BAM
152
Bellevue Asset Management
Washington
$3.31M +$6.48K +109 +0.2%
DF
153
Dunhill Financial
United Kingdom
$3.31M +$3.31M +55,486 New
OIA
154
OneDigital Investment Advisors
Kansas
$3.3M +$89.9K +1,513 +3%
ACA
155
Aptus Capital Advisors
Alabama
$3.2M -$455K -7,660 -12%
SHFP
156
Second Half Financial Partners
Florida
$3.17M +$3.17M +53,375 New
MFG
157
Merit Financial Group
Georgia
$3.15M +$182K +3,061 +6%
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$3.15M -$1.48M -24,903 -32%
AP
159
Atwood & Palmer
Missouri
$3.15M +$56.4K +950 +2%
BCA
160
Bay Colony Advisors
Massachusetts
$3.13M -$59.1K -995 -2%
EE
161
EWG Elevate
California
$3.12M +$212K +3,560 +7%
SA
162
Scarborough Advisors
Maryland
$3.07M +$39.2K +660 +1%
DI
163
DFPG Investments
Utah
$3.03M -$259K -4,349 -8%
LCWP
164
Legacy Capital Wealth Partners
Arkansas
$3.01M -$5M -84,091 -62%
CWM
165
Cornerstone Wealth Management
Missouri
$3M -$741K -12,476 -20%
VAS
166
Vestmark Advisory Solutions
Massachusetts
$2.96M +$1.45M +24,363 +96%
MA
167
Mutual Advisors
Nebraska
$2.86M -$4.8M -80,871 -63%
MCM
168
Monument Capital Management
Virginia
$2.81M -$20.6M -346,342 -88%
SG
169
Strid Group
Pennsylvania
$2.79M +$136K +2,290 +5%
SMF
170
Sterling Manor Financial
New York
$2.77M -$16.3M -274,925 -86%
VCM
171
Virtue Capital Management
Tennessee
$2.68M -$227K -3,820 -8%
IWM
172
IHT Wealth Management
Illinois
$2.62M +$239K +4,019 +10%
IGWM
173
ICA Group Wealth Management
Colorado
$2.61M -$1.35M -22,731 -34%
BNP Paribas Financial Markets
174
BNP Paribas Financial Markets
France
$2.54M -$2.09M -35,100 -45%
GWANC
175
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.54M +$173K +2,900 +7%
5 6
7
8 9