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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
QCIG
176
Quad-Cities Investment Group
Iowa
$2.08M -$39K -655 -2%
ACM
177
AlphaStar Capital Management
North Carolina
$2.07M +$1.25M +20,955 +151%
RCAG
178
Rehmann Capital Advisory Group
Michigan
$2M -$388K -6,522 -16%
WAP
179
Wealthcare Advisory Partners
Pennsylvania
$1.97M -$306K -5,131 -13%
ACA
180
Aptus Capital Advisors
Alabama
$1.95M -$1.25M -21,057 -39%
1IA
181
1834 Investment Advisors
Wisconsin
$1.92M
FHC
182
First Heartland Consultants
Missouri
$1.81M -$167K -2,804 -8%
CPIG
183
Chicago Partners Investment Group
Illinois
$1.8M -$16.9K -284 -0.9%
GWA
184
GGM Wealth Advisors
Maryland
$1.78M -$97K -1,629 -5%
NFG
185
Nations Financial Group
Iowa
$1.77M -$499K -8,386 -22%
TI
186
tru Independence
Oregon
$1.75M +$231K +3,885 +15%
TA
187
TKG Advisors
Indiana
$1.74M -$2.89M -48,509 -62%
CAM
188
Cresset Asset Management
Illinois
$1.71M -$393K -6,599 -19%
PTC
189
Private Trust Company
Ohio
$1.7M +$411K +6,899 +32%
KA
190
Kure Advisory
Minnesota
$1.7M +$1.7M +28,529 New
ACA
191
Ascension Capital Advisors
Texas
$1.62M
KFP
192
KMG Fiduciary Partners
Ohio
$1.62M -$64.3K -1,079 -4%
MWM
193
Mattern Wealth Management
Kansas
$1.61M -$49.6K -833 -3%
LA
194
Latitude Advisors
Florida
$1.61M -$84K -1,410 -5%
Betterment LLC
195
Betterment LLC
New York
$1.58M +$1.58M +26,557 New
Envestnet Portfolio Solutions
196
Envestnet Portfolio Solutions
Illinois
$1.56M +$1.56M +26,262 New
PPWM
197
Paragon Private Wealth Management
Kentucky
$1.56M -$21.3K -358 -1%
CA
198
CoreCap Advisors
Michigan
$1.55M +$1.55M +26,007 New
AFP
199
Ausdal Financial Partners
Iowa
$1.5M -$326K -5,476 -18%
CCFM
200
Clear Creek Financial Management
Washington
$1.46M -$10.3K -173 -0.7%