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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

434 hedge funds and large institutions have $4.68B invested in First Trust Enhanced Short Maturity ETF in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 143 increasing their positions, 179 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
434
Holders Change
+37
Holders Change %
+9.32%
% of All Funds
5.78%
Holding in Top 10
36
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+28.57%
% of All Funds
0.48%
New
77
Increased
143
Reduced
179
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$530M
2
IAA
2
Independent Advisor Alliance
North Carolina
$27.8M
3
UBS Group
3
UBS Group
Switzerland
$231M
4
TAM
4
TCP Asset Management
Ohio
$18.8M
5
HP
5
Holistic Planning
Texas
$15.6M

Top Sellers

1
GWM
1
GDS Wealth Management
Texas
$50M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Jane Street
3
Jane Street
New York
$0
4
SW
4
Simplicity Wealth
New Jersey
$412K
5
Mariner
5
Mariner
Kansas
$33.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMTC
226
Farmers & Merchants Trust Company
California
$1.17M +$211K +3,536 +22%
SG
227
Strid Group
Pennsylvania
$1.17M -$29.6K -496 -2%
CCM
228
Chiron Capital Management
Florida
$1.16M -$5.38K -90 -0.5%
SWM
229
SeaCrest Wealth Management
New York
$1.16M -$14K -235 -1%
GWM
230
Geneos Wealth Management
Colorado
$1.13M +$1.13M +18,847 New
Thrivent Financial for Lutherans
231
Thrivent Financial for Lutherans
Minnesota
$1.05M -$6.17K -103 -0.6%
WWA
232
Wisconsin Wealth Advisors
Wisconsin
$1.05M +$1.05M +17,565 New
IWN
233
Independent Wealth Network
Iowa
$1.02M -$75.4K -1,262 -7%
LA
234
Latitude Advisors
Florida
$1.02M -$32.9K -551 -3%
ACA
235
Aptus Capital Advisors
Alabama
$1.01M -$1.67K -28 -0.2%
OMC
236
Old Mission Capital
Illinois
$998K +$998K +16,701 New
MCM
237
MAI Capital Management
Ohio
$986K +$986K +16,502 New
CAM
238
Cresset Asset Management
Illinois
$986K -$655K -10,964 -40%
ASN
239
Advisory Services Network
Georgia
$970K -$1.69M -28,294 -64%
MWM
240
Meridian Wealth Management
Kentucky
$962K -$240K -4,015 -20%
DWM
241
Darwin Wealth Management
Florida
$949K -$238K -3,977 -20%
WWA
242
Wealth Watch Advisors
Colorado
$944K +$944K +15,792 New
MSFS
243
Main Street Financial Solutions
Pennsylvania
$928K -$55.9K -936 -6%
LFAS
244
Level Four Advisory Services
Texas
$924K +$924K +15,456 New
NP
245
NorthRock Partners
Minnesota
$921K -$659K -11,020 -42%
FFG
246
First Financial Group
North Carolina
$918K +$918K +15,358 New
NGA
247
Naples Global Advisors
Florida
$915K -$99.3K -1,661 -10%
CIA
248
Concurrent Investment Advisors
Florida
$913K +$46.3K +775 +5%
WH
249
Willner & Heller
California
$909K -$148K -2,476 -14%
SF
250
Symphony Financial
Texas
$904K +$32.3K +539 +4%
8 9
10
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