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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
PAG
151
Private Advisory Group
Washington
$3.23M -$660K -11,088 -17%
MA
152
Mutual Advisors
Nebraska
$3.19M +$327K +5,482 +11%
GSC
153
G&S Capital
Colorado
$3.12M -$3.23M -54,232 -51%
SA
154
Scarborough Advisors
Maryland
$2.99M -$80.4K -1,350 -3%
MFG
155
Merit Financial Group
Georgia
$2.96M -$191K -3,208 -6%
IWM
156
IHT Wealth Management
Illinois
$2.94M +$319K +5,350 +12%
CWM
157
Cornerstone Wealth Management
Missouri
$2.93M -$64K -1,075 -2%
BAM
158
Bellevue Asset Management
Washington
$2.89M -$421K -7,060 -13%
DI
159
DFPG Investments
Utah
$2.8M -$226K -3,800 -7%
GWANC
160
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.74M +$195K +3,277 +8%
VCM
161
Virtue Capital Management
Tennessee
$2.68M
KCFA
162
Key Client Fiduciary Advisors
New Jersey
$2.59M +$446K +7,480 +21%
GLA
163
Good Life Advisors
Pennsylvania
$2.56M +$154K +2,585 +6%
PG
164
Prostatis Group
Maryland
$2.52M -$145M -2,426,086 -98%
CA
165
Continuum Advisory
Idaho
$2.52M +$191K +3,207 +8%
TI
166
Tidal Investments
Wisconsin
$2.46M -$2.43M -40,758 -50%
TLFA
167
True Link Financial Advisors
California
$2.32M +$37.8K +634 +2%
MCM
168
Monument Capital Management
Virginia
$2.29M -$515K -8,649 -18%
IGWM
169
ICA Group Wealth Management
Colorado
$2.27M -$338K -5,678 -13%
RJT
170
Raymond James Trust
Florida
$2.21M -$1.58M -26,532 -42%
IWM
171
Iams Wealth Management
Nebraska
$2.17M +$2.17M +36,442 New
SG
172
Strid Group
Pennsylvania
$2.15M -$649K -10,898 -23%
AWM
173
Apollon Wealth Management
South Carolina
$2.1M +$195K +3,275 +10%
GWP
174
Gateway Wealth Partners
Wisconsin
$2.09M -$243K -4,083 -10%
GWM
175
Gray Wealth Management
Maine
$2.08M -$103K -1,721 -5%