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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.

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

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$119M
2
Jane Street
2
Jane Street
New York
$0
3
GLR
3
Great Lakes Retirement
Ohio
$0
4
Bank of America
4
Bank of America
North Carolina
$259M
5
MF
5
Manchester Financial
California
$36.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.03B 17,296,703 +608,758 +4%
Wells Fargo
2
Wells Fargo
California
$631M 10,606,704 -203,803 -2%
LPL Financial
3
LPL Financial
California
$548M 9,211,960 +273,367 +3%
UBS Group
4
UBS Group
Switzerland
$333M 5,598,786 +109,770 +2%
Bank of America
5
Bank of America
North Carolina
$259M 4,350,599 -493,635 -10%
Osaic Holdings
6
Osaic Holdings
Arizona
$182M 3,058,403 +1,169,276 +62%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$174M 2,917,481 +93,314 +3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$152M 2,554,617 -109,851 -4%
First Trust Advisors
9
First Trust Advisors
Illinois
$119M 2,004,276 -1,618,776 -45%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$116M 1,942,136 +377,998 +24%
RJA
11
Raymond James & Associates
Florida
$94.9M 1,595,523 -34,558 -2%
M1FG
12
Mach-1 Financial Group
Arkansas
$90.5M 31,004 +4,842 +19%
TAM
13
Tucker Asset Management
Colorado
$88.6M 1,488,029 +1,485,013 +49,238%
KAS
14
Kestra Advisory Services
Texas
$84.5M 1,420,407 +861,922 +154%
PFS
15
Prospera Financial Services
Texas
$84.1M 1,412,959 +105,614 +8%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$79.1M 1,328,619 +221,527 +20%
Stifel Financial
17
Stifel Financial
Missouri
$71M 1,192,609 +257,091 +27%
AWS
18
AJ Wealth Strategies
New York
$62.1M 1,043,684 +40,569 +4%
CASC
19
Coppell Advisory Solutions Corp
Texas
$58.9M 986,445 +636,652 +182%
CAS
20
Coppell Advisory Solutions
Texas
$58.9M 986,445 +636,652 +182%
Mariner
21
Mariner
Kansas
$56.5M 949,290 +340,661 +56%
CAG
22
Csenge Advisory Group
Florida
$53.9M 906,261 +124,463 +16%
CA
23
Cetera Advisors
Colorado
$53.4M 896,776 +54,304 +6%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$38M 638,800 +156,821 +33%
PAG
25
Private Advisor Group
New Jersey
$36.3M 610,251 +5,277 +0.9%
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