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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 %
PG
176
Prostatis Group
Maryland
$2.52M +$2.48M +2,432,752 +6,916%
GLA
177
Good Life Advisors
Pennsylvania
$2.41M +$441K +7,429 +22%
RCAG
178
Rehmann Capital Advisory Group
Michigan
$2.39M -$4.47M -75,304 -65%
FGA
179
Fortis Group Advisors
New Jersey
$2.33M -$1.05M -17,667 -31%
CA
180
Continuum Advisory
Idaho
$2.33M -$1.22M -20,588 -34%
GWP
181
Gateway Wealth Partners
Wisconsin
$2.33M +$406K +6,834 +21%
TLFA
182
True Link Financial Advisors
California
$2.28M – – –
WAP
183
Wealthcare Advisory Partners
Pennsylvania
$2.28M -$1.04M -17,447 -31%
NFG
184
Nations Financial Group
Iowa
$2.26M +$106K +1,782 +5%
GWM
185
Gray Wealth Management
Maine
$2.18M -$48.7K -819 -2%
KCFA
186
Key Client Fiduciary Advisors
New Jersey
$2.15M -$582K -9,795 -21%
QCIG
187
Quad-Cities Investment Group
Iowa
$2.12M +$101K +1,693 +5%
CAM
188
Cresset Asset Management
Illinois
$2.1M +$1.22M +20,537 +140%
AWA
189
Arete Wealth Advisors
Illinois
$1.99M +$767K +12,910 +63%
NW
190
NewEdge Wealth
Pennsylvania
$1.99M +$136K +2,286 +7%
FHC
191
First Heartland Consultants
Missouri
$1.98M -$430K -7,235 -18%
1IA
192
1834 Investment Advisors
Wisconsin
$1.92M -$96.8K -1,630 -5%
FOFP
193
Fee-Only Financial Planning
South Carolina
$1.92M +$71.6K +1,205 +4%
AWM
194
Apollon Wealth Management
South Carolina
$1.91M +$1.45M +24,377 +317%
SOS
195
Silver Oak Securities
Tennessee
$1.89M -$59.2K -996 -3%
GWA
196
GGM Wealth Advisors
Maryland
$1.88M -$1.54M -25,904 -45%
CCM
197
Crabel Capital Management
California
$1.88M +$756K +12,731 +68%
SIS
198
Sound Income Strategies
Florida
$1.85M +$1.84M +31,044 +34,493%
WEG
199
World Equity Group
Illinois
$1.84M +$740K +12,450 +67%
AFP
200
Ausdal Financial Partners
Iowa
$1.82M +$183K +3,074 +11%
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8
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