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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$970M 16,327,728 -968,975 -6%
Wells Fargo
2
Wells Fargo
California
$615M 10,348,747 -257,957 -2%
LPL Financial
3
LPL Financial
California
$507M 8,527,266 -684,694 -7%
UBS Group
4
UBS Group
Switzerland
$328M 5,522,427 -76,359 -1%
Bank of America
5
Bank of America
North Carolina
$263M 4,425,862 +75,263 +2%
Osaic Holdings
6
Osaic Holdings
Arizona
$182M 3,068,365 +9,962 +0.3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$171M 2,882,240 -35,241 -1%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$167M 2,818,536 +263,919 +10%
First Trust Advisors
9
First Trust Advisors
Illinois
$109M 1,832,327 -171,949 -9%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$107M 1,796,246 -145,890 -8%
Jane Street
11
Jane Street
New York
$96.8M 1,628,962 +1,628,962 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$86.1M 1,448,606 -72,748 -5%
Stifel Financial
13
Stifel Financial
Missouri
$86.1M 1,448,439 +255,830 +21%
TAM
14
Tucker Asset Management
Colorado
$82.4M 1,387,553 -100,476 -7%
RJA
15
Raymond James & Associates
Florida
$79.5M 1,337,956 -257,567 -16%
JAWM
16
J. Arnold Wealth Management
Ohio
$78.7M 1,325,375 +1,325,375 New
CA
17
Cetera Advisors
Colorado
$75M 1,261,723 +364,947 +41%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$70.6M 1,187,893 -140,726 -11%
IA
19
IFP Advisors
Florida
$55.1M 927,769 +403,764 +77%
CAG
20
Csenge Advisory Group
Florida
$54M 909,232 +2,971 +0.3%
CAS
21
Coppell Advisory Solutions
Texas
$47.6M 797,501 -188,944 -19%
Mariner
22
Mariner
Kansas
$47.1M 793,370 -155,920 -16%
KAS
23
Kestra Advisory Services
Texas
$44.4M 748,084 -672,323 -47%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$40M 672,976 +34,176 +5%
GI
25
Gradient Investments
Minnesota
$39.7M 667,854 +667,854 New
1
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