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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
+$88.4M
2
Osaic Holdings
Osaic Holdings
Arizona
+$69.6M
3
KAS
Kestra Advisory Services
Texas
+$51.3M
4
CAS
Coppell Advisory Solutions
Texas
+$38M
5
CASC
Coppell Advisory Solutions Corp
Texas
+$38M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$96.3M
2
Jane Street
Jane Street
New York
-$43.9M
3
GLR
Great Lakes Retirement
Ohio
-$42.1M
4
Bank of America
Bank of America
North Carolina
-$29.4M
5
MF
Manchester Financial
California
-$26M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
201
Kovack Advisors
Florida
$1.76M -$92.2K -1,550 -5%
ACM
202
AlphaStar Capital Management
North Carolina
$1.76M -$346K -5,809 -16%
GRP
203
Global Retirement Partners
California
$1.75M +$1.54M +25,817 +716%
MSFS
204
Main Street Financial Solutions
Pennsylvania
$1.72M -$384K -6,450 -18%
LA
205
Latitude Advisors
Florida
$1.71M -$381K -6,395 -18%
AFP
206
Ausdal Financial Partners
Iowa
$1.64M +$518K +8,707 +46%
PPWM
207
Paragon Private Wealth Management
Kentucky
$1.63M +$322K +5,416 +25%
ACA
208
Ascension Capital Advisors
Texas
$1.62M – – –
PTC
209
Private Trust Company
Ohio
$1.61M +$540K +9,069 +51%
CWM
210
Catalyst Wealth Management
Georgia
$1.53M -$1.46M -24,474 -49%
VAS
211
Vestmark Advisory Solutions
Massachusetts
$1.52M +$460K +7,732 +44%
MIM
212
MTM Investment Management
South Carolina
$1.45M -$1.03M -17,300 -41%
JPMorgan Chase & Co
213
JPMorgan Chase & Co
New York
$1.45M -$970K -16,308 -40%
UCI
214
Uncommon Cents Investing
Wisconsin
$1.44M -$24.4K -410 -2%
3F
215
360 Financial
Minnesota
$1.41M +$822K +13,807 +139%
PPP
216
Private Portfolio Partners
New Jersey
$1.4M -$394K -6,626 -22%
AWA
217
Arkadios Wealth Advisors
Georgia
$1.39M +$771K +12,964 +124%
TI
218
tru Independence
Oregon
$1.39M +$1.39M +23,314 New
CCM
219
Chiron Capital Management
Florida
$1.39M -$41.2K -693 -3%
KFP
220
KMG Fiduciary Partners
Ohio
$1.39M +$448K +7,534 +48%
KWS
221
Keystone Wealth Services
California
$1.35M +$1.35M +22,655 New
TCM
222
True Capital Management
California
$1.29M +$337K +5,665 +35%
SAM
223
SignalPoint Asset Management
Missouri
$1.28M -$2.98K -50 -0.2%
AWM
224
Aprio Wealth Management
Georgia
$1.28M -$217K -3,650 -15%
USCWA
225
U.S. Capital Wealth Advisors
Texas
$1.25M +$1.23M +20,750 +10,375%
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