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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

395 hedge funds and large institutions have $5.03B invested in First Trust Enhanced Short Maturity ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 128 increasing their positions, 201 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-19
Holders Change %
-4.59%
% of All Funds
5.73%
Holding in Top 10
32
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-27.27%
% of All Funds
0.46%
New
30
Increased
128
Reduced
201
Closed
43
Calls
$28K
Puts
–
Net Calls
+$28K
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$96.2M
2
BI
2
Bramshill Investments
Florida
$67.1M
3
Jane Street
3
Jane Street
New York
$42.1M
4
GAA
4
Global Assets Advisory
Florida
$13.1M
5
HAFG
5
Hansen & Associates Financial Group
California
$47.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$792M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$67.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$132M
4
Wells Fargo
4
Wells Fargo
California
$487M
5
LPL Financial
5
LPL Financial
California
$479M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMTC
226
Farmers & Merchants Trust Company
California
$1.01M +$11.9K +200 +1%
MWM
227
Mattern Wealth Management
Kansas
$999K -$88.8K -1,489 -8%
CA
228
Cambridge Advisors
Nebraska
$995K +$10.4K +175 +1%
TC
229
TAP Consulting
Missouri
$994K -$369K -6,194 -27%
AWA
230
Authentikos Wealth Advisory
California
$989K +$80.9K +1,357 +9%
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$986K -$552K -9,260 -36%
VA
232
Valmark Advisers
Ohio
$976K +$26.9K +451 +3%
FFG
233
Fortem Financial Group
California
$965K – – –
SSWM
234
Strait & Sound Wealth Management
California
$960K -$36K -604 -4%
NGA
235
Naples Global Advisors
Florida
$945K +$11.1K +185 +1%
RWM
236
Refined Wealth Management
Utah
$918K -$358 -6 -0%
BAWM
237
Bennett Associates Wealth Management
Pennsylvania
$917K +$108K +1,808 +13%
HF
238
HRT Financial
New York
$906K +$565K +9,481 +166%
WWP
239
WR Wealth Planners
Missouri
$900K -$27.8K -467 -3%
TA
240
TrueWealth Advisors
Alabama
$900K -$1.93M -32,396 -68%
SCA
241
Sage Capital Advisors
South Dakota
$900K +$6.8K +114 +0.8%
LSA
242
Lion Street Advisors
Texas
$888K – – –
HH
243
Hilltop Holdings
Texas
$877K -$10.9K -182 -1%
C
244
CEDRUS
Colorado
$851K +$3.16K +53 +0.4%
SAM
245
SignalPoint Asset Management
Missouri
$832K -$263K -4,409 -24%
MAS
246
Madden Advisory Services
Florida
$810K -$42.1K -706 -5%
GRP
247
Global Retirement Partners
California
$806K -$355K -5,961 -31%
VWA
248
Visionary Wealth Advisors
Illinois
$805K -$699K -11,729 -46%
WMA
249
Wealth Management Associates
New Jersey
$805K +$51.3K +860 +7%
AssetMark Inc
250
AssetMark Inc
California
$795K +$260K +4,362 +49%
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