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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 %
MA
151
Mutual Advisors
Nebraska
$3.19M +$326K +5,482 +11%
GSC
152
G&S Capital
Colorado
$3.12M -$3.22M -54,232 -51%
SA
153
Scarborough Advisors
Maryland
$2.99M -$80.2K -1,350 -3%
MFG
154
Merit Financial Group
Georgia
$2.96M -$191K -3,208 -6%
IWM
155
IHT Wealth Management
Illinois
$2.94M +$318K +5,350 +12%
CWM
156
Cornerstone Wealth Management
Missouri
$2.93M -$63.9K -1,075 -2%
BAM
157
Bellevue Asset Management
Washington
$2.89M -$420K -7,060 -13%
DI
158
DFPG Investments
Utah
$2.8M -$226K -3,800 -7%
GWANC
159
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.74M +$196K +3,277 +8%
VCM
160
Virtue Capital Management
Tennessee
$2.68M – – –
KCFA
161
Key Client Fiduciary Advisors
New Jersey
$2.59M +$444K +7,480 +21%
GLA
162
Good Life Advisors
Pennsylvania
$2.56M +$154K +2,585 +6%
PG
163
Prostatis Group
Maryland
$2.52M -$146M -2,426,086 -98%
CA
164
Continuum Advisory
Idaho
$2.52M +$191K +3,207 +8%
TI
165
Tidal Investments
Wisconsin
$2.46M -$2.42M -40,758 -50%
TLFA
166
True Link Financial Advisors
California
$2.32M +$37.7K +634 +2%
MCM
167
Monument Capital Management
Virginia
$2.29M -$514K -8,649 -18%
IGWM
168
ICA Group Wealth Management
Colorado
$2.27M -$337K -5,678 -13%
RJT
169
Raymond James Trust
Florida
$2.21M -$1.58M -26,532 -42%
IWM
170
Iams Wealth Management
Nebraska
$2.17M +$2.17M +36,442 New
SG
171
Strid Group
Pennsylvania
$2.15M -$648K -10,898 -23%
AWM
172
Apollon Wealth Management
South Carolina
$2.1M +$195K +3,275 +10%
GWP
173
Gateway Wealth Partners
Wisconsin
$2.09M -$243K -4,083 -10%
GWM
174
Gray Wealth Management
Maine
$2.08M -$102K -1,721 -5%
QCIG
175
Quad-Cities Investment Group
Iowa
$2.08M -$38.9K -655 -2%
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