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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

414 hedge funds and large institutions have $6.23B invested in First Trust Enhanced Short Maturity ETF in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 109 increasing their positions, 208 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+26
Holders Change %
+6.7%
% of All Funds
6.07%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
0.65%
New
61
Increased
109
Reduced
208
Closed
33
Calls
$28K
Puts
–
Net Calls
+$28K
Net Calls Change
+$28K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.67B
2
First Trust Advisors
2
First Trust Advisors
Illinois
$103M
3
CAS
3
Coppell Advisory Solutions
Texas
$53.5M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$77.5M
5
GWM
5
GDS Wealth Management
Texas
$23.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$516M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$162M
3
Bank of America
3
Bank of America
North Carolina
$203M
4
Stifel Financial
4
Stifel Financial
Missouri
$56.5M
5
SAM
5
Synergy Asset Management
Washington
$9.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
226
Wedbush Securities
California
$1.25M -$50.7K -850 -4%
MIM
227
MTM Investment Management
South Carolina
$1.23M -$17.9K -300 -1%
NS
228
NBC Securities
Alabama
$1.23M -$204K -3,412 -14%
DFA
229
DHK Financial Advisors
New Hampshire
$1.21M – – –
CPA
230
Clear Point Advisors
New York
$1.17M +$1.17M +19,672 New
GRP
231
Global Retirement Partners
California
$1.17M -$36.7K -614 -3%
EC
232
EdgeRock Capital
Colorado
$1.16M +$1.16M +19,366 New
SWM
233
SeaCrest Wealth Management
New York
$1.15M – – –
GSEP
234
Golden State Equity Partners
California
$1.15M -$288K -4,834 -20%
CCFM
235
Clear Creek Financial Management
Washington
$1.13M -$341K -5,721 -23%
RWA
236
Redhawk Wealth Advisors
Minnesota
$1.13M -$108K -1,810 -9%
Envestnet Portfolio Solutions
237
Envestnet Portfolio Solutions
Illinois
$1.12M -$447K -7,487 -29%
AP
238
Atwood & Palmer
Missouri
$1.11M – – –
CICC
239
Capital Investment Counsel (Colorado)
Colorado
$1.11M +$1.11M +18,632 New
SAM
240
SignalPoint Asset Management
Missouri
$1.1M -$195K -3,271 -15%
MWM
241
Mattern Wealth Management
Kansas
$1.09M -$531K -8,903 -33%
MSFS
242
Main Street Financial Solutions
Pennsylvania
$1.06M -$166K -2,789 -14%
CIA
243
Concurrent Investment Advisors
Florida
$1.05M +$1.05M +17,631 New
CAM
244
Cresset Asset Management
Illinois
$1.05M -$658K -11,034 -39%
FMTC
245
Farmers & Merchants Trust Company
California
$1,000K +$178K +2,976 +22%
SSWM
246
Strait & Sound Wealth Management
California
$998K +$2.63K +44 +0.3%
CA
247
Cambridge Advisors
Nebraska
$985K +$10.4K +175 +1%
ODA
248
One Degree Advisors
California
$974K +$974K +16,310 New
FFG
249
Fortem Financial Group
California
$965K -$130K -2,187 -12%
VA
250
Valmark Advisers
Ohio
$949K -$6.09K -102 -0.6%
8 9
10
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