FTSM icon

First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

388 hedge funds and large institutions have $5.47B invested in First Trust Enhanced Short Maturity ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 122 increasing their positions, 190 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
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
0.64%
New
40
Increased
122
Reduced
190
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$26.3M
2
AC
Avestar Capital
New York
+$19.3M
3
SAM
Synergy Asset Management
Washington
+$18.5M
4
CCP
Cassia Capital Partners
North Carolina
+$16.3M
5
Cerity Partners
Cerity Partners
New York
+$15.9M

Top Sellers

1
PG
Prostatis Group
Maryland
-$146M
2
Morgan Stanley
Morgan Stanley
New York
-$108M
3
First Trust Advisors
First Trust Advisors
Illinois
-$97.7M
4
Jane Street
Jane Street
New York
-$81.3M
5
JAWM
J. Arnold Wealth Management
Ohio
-$78.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFG
226
Fortem Financial Group
California
$1.09M -$639K -10,757 -37%
RWM
227
Refined Wealth Management
Utah
$1.09M +$1.6K +27 +0.1%
OMC
228
Old Mission Capital
Illinois
$1.05M -$377K -6,349 -26%
KWS
229
Keystone Wealth Services
California
$1.01M -$118K -1,990 -10%
SSWM
230
Strait & Sound Wealth Management
California
$989K +$22.3K +375 +2%
CA
231
Cambridge Advisors
Nebraska
$971K +$2.38K +40 +0.2%
KA
232
Kovack Advisors
Florida
$954K -$753K -12,665 -44%
VA
233
Valmark Advisers
Ohio
$952K +$117K +1,966 +14%
MAS
234
Madden Advisory Services
Florida
$938K -$193K -3,245 -17%
WWP
235
WR Wealth Planners
Missouri
$934K +$14.6K +246 +2%
CSPIA
236
Cary Street Partners Investment Advisory
Virginia
$933K +$152K +2,552 +19%
AWA
237
Authentikos Wealth Advisory
California
$928K -$75.4K -1,269 -8%
NGA
238
Naples Global Advisors
Florida
$915K +$332K +5,570 +57%
WIM
239
Westside Investment Management
California
$891K -$89.1K -1,500 -9%
PIA
240
Perennial Investment Advisors
California
$886K -$16.9K -285 -2%
BWP
241
Balboa Wealth Partners
Arizona
$885K +$104K +1,747 +13%
LSA
242
Lion Street Advisors
Texas
$884K +$884K +14,879 New
SCA
243
Sage Capital Advisors
South Dakota
$884K +$6.36K +107 +0.7%
SEA
244
Stegent Equity Advisors
Texas
$883K +$883K +14,867 New
HT
245
Headlands Technologies
Illinois
$882K +$882K +14,840 New
BW
246
Bison Wealth
Georgia
$878K -$378K -6,365 -30%
HFP
247
Holistic Financial Partners
Indiana
$847K +$179K +3,020 +27%
SWP
248
Summit Wealth Partners
Florida
$846K -$236K -3,965 -22%
LCWP
249
Legacy Capital Wealth Partners
Arkansas
$824K -$2.19M -36,860 -73%
CF
250
Centaurus Financial
California
$822K +$822K +13,834 New
8 9
10
11 12