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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
WEG
201
World Equity Group
Illinois
$1.44M -$303K -5,086 -16%
GSEP
202
Golden State Equity Partners
California
$1.43M +$1.05M +17,665 +278%
NS
203
NBC Securities
Alabama
$1.42M +$1.43M +23,949 New
3F
204
360 Financial
Minnesota
$1.41M +$114K +1,919 +9%
UCI
205
Uncommon Cents Investing
Wisconsin
$1.38M -$41.1K -690 -3%
CCM
206
Crabel Capital Management
California
$1.35M -$525K -8,819 -28%
CCM
207
Chiron Capital Management
Florida
$1.33M -$40.6K -681 -3%
BFEC
208
Benjamin F. Edwards & Company
Missouri
$1.32M -$4.93M -82,789 -79%
WS
209
Wedbush Securities
California
$1.3M +$1.07M +17,939 +461%
PPP
210
Private Portfolio Partners
New Jersey
$1.29M -$26.8K -450 -2%
SAM
211
SignalPoint Asset Management
Missouri
$1.29M +$10.5K +176 +0.8%
PA
212
Paragon Advisors
Texas
$1.28M +$1.28M +21,529 New
AWM
213
Aprio Wealth Management
Georgia
$1.28M -$7.74K -130 -0.6%
BFA
214
Beacon Financial Advisory
Ohio
$1.27M +$154K +2,592 +14%
MIM
215
MTM Investment Management
South Carolina
$1.24M -$44.7K -750 -3%
RWA
216
Redhawk Wealth Advisors
Minnesota
$1.23M +$173K +2,898 +16%
MSFS
217
Main Street Financial Solutions
Pennsylvania
$1.22M -$242K -4,057 -17%
DFA
218
DHK Financial Advisors
New Hampshire
$1.21M
GRP
219
Global Retirement Partners
California
$1.19M -$613K -10,288 -34%
SOS
220
Silver Oak Securities
Tennessee
$1.19M -$706K -11,853 -37%
CFD
221
Creative Financial Designs
Indiana
$1.15M +$55.5K +931 +5%
IWN
222
Independent Wealth Network
Iowa
$1.14M +$75.2K +1,263 +7%
SWM
223
SeaCrest Wealth Management
New York
$1.14M
CFS
224
Commonwealth Financial Services
West Virginia
$1.13M +$1.14M +19,086 New
AP
225
Atwood & Palmer
Missouri
$1.11M -$2.04M -34,275 -65%