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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

398 hedge funds and large institutions have $6.33B invested in First Trust Enhanced Short Maturity ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 171 increasing their positions, 152 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
+14
Holders Change %
+3.65%
% of All Funds
6.37%
Holding in Top 10
47
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6%
% of All Funds
0.75%
New
47
Increased
171
Reduced
152
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TAM
Tucker Asset Management
Colorado
$88.6M
2
Osaic Holdings
Osaic Holdings
Arizona
$182M
3
KAS
Kestra Advisory Services
Texas
$84.5M
4
CAS
Coppell Advisory Solutions
Texas
$58.9M
5
CASC
Coppell Advisory Solutions Corp
Texas
$58.9M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$119M
2
Jane Street
Jane Street
New York
$0
3
GLR
Great Lakes Retirement
Ohio
$0
4
Bank of America
Bank of America
North Carolina
$259M
5
MF
Manchester Financial
California
$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
176
Peterson Wealth Management
Nevada
$2.59M +$2.59M +43,463 New
MSAM
177
Moloney Securities Asset Management
Missouri
$2.58M +$2.08M +34,918 +410%
FHC
178
First Heartland Consultants
Missouri
$2.41M -$470K -7,903 -16%
IWM
179
IHT Wealth Management
Illinois
$2.39M +$29.1K +489 +1%
GWANC
180
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.37M +$1.63M +27,266 +219%
TLFA
181
True Link Financial Advisors
California
$2.29M – – –
MWM
182
Mattern Wealth Management
Kansas
$2.27M -$1.04M -17,547 -32%
GWM
183
Gray Wealth Management
Maine
$2.23M +$83.3K +1,399 +4%
Wealth Enhancement Advisory Services
184
Wealth Enhancement Advisory Services
Minnesota
$2.17M +$44.5K +747 +2%
NFG
185
Nations Financial Group
Iowa
$2.16M +$472K +7,938 +28%
PAG
186
Private Advisory Group
Washington
$2.14M +$825K +13,866 +63%
PG
187
Prostatis Group
Maryland
$2.09M -$499K -8,393 -19%
WWP
188
WR Wealth Planners
Missouri
$2.09M +$1.29M +21,594 +159%
1IA
189
1834 Investment Advisors
Wisconsin
$2.02M -$700K -11,759 -26%
QCIG
190
Quad-Cities Investment Group
Iowa
$2.02M -$192K -3,233 -9%
GLA
191
Good Life Advisors
Pennsylvania
$1.97M +$922K +15,496 +88%
SOS
192
Silver Oak Securities
Tennessee
$1.95M +$302K +5,080 +18%
EIA
193
Eldridge Investment Advisors
New Hampshire
$1.95M -$14.8K -249 -0.8%
GWP
194
Gateway Wealth Partners
Wisconsin
$1.93M +$844K +14,184 +78%
FFG
195
Fortem Financial Group
California
$1.88M -$3.15M -52,999 -63%
NW
196
NewEdge Wealth
Pennsylvania
$1.85M -$748K -12,565 -29%
FOFP
197
Fee-Only Financial Planning
South Carolina
$1.85M -$158K -2,651 -8%
CPIG
198
Chicago Partners Investment Group
Illinois
$1.84M -$141K -2,365 -7%
LI
199
LVZ Inc
Michigan
$1.83M +$540K +9,080 +42%
Ameriprise
200
Ameriprise
Minnesota
$1.8M +$1.8M +30,188 New
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