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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 %
NGA
251
Naples Global Advisors
Florida
$931K +$14.9K +250 +2%
WWP
252
WR Wealth Planners
Missouri
$929K -$9.13K -153 -1%
RWM
253
Refined Wealth Management
Utah
$919K -$172K -2,880 -16%
CFD
254
Creative Financial Designs
Indiana
$915K -$240K -4,025 -21%
AWA
255
Authentikos Wealth Advisory
California
$909K -$23.3K -391 -3%
SCA
256
Sage Capital Advisors
South Dakota
$894K +$6.62K +111 +0.7%
HH
257
Hilltop Holdings
Texas
$888K +$124K +2,085 +16%
LSA
258
Lion Street Advisors
Texas
$888K – – –
Creative Planning
259
Creative Planning
Kansas
$884K +$575K +9,608 +186%
DWM
260
Dakota Wealth Management
Florida
$867K +$867K +14,534 New
CSPIA
261
Cary Street Partners Investment Advisory
Virginia
$865K -$71.9K -1,205 -8%
MAS
262
Madden Advisory Services
Florida
$853K -$88.8K -1,488 -9%
C
263
CEDRUS
Colorado
$848K +$120K +2,010 +16%
TSWM
264
Tyler-Stone Wealth Management
Ohio
$845K +$737K +12,352 +685%
BAWM
265
Bennett Associates Wealth Management
Pennsylvania
$810K +$810K +13,569 New
GAA
266
Global Assets Advisory
Florida
$783K -$716 -12 -0.1%
HA
267
Herold Advisors
New York
$770K +$770K +12,909 New
Thrivent Financial for Lutherans
268
Thrivent Financial for Lutherans
Minnesota
$767K -$53.3K -893 -6%
CCM
269
Crabel Capital Management
California
$765K -$592K -9,919 -44%
WH
270
Willner & Heller
California
$765K +$765K +12,821 New
CWM
271
Centric Wealth Management
Illinois
$755K +$755K +12,647 New
WMA
272
Wealth Management Associates
New Jersey
$755K -$13.7K -230 -2%
PIA
273
Perennial Investment Advisors
California
$739K -$150K -2,521 -17%
DF
274
Dunhill Financial
United Kingdom
$737K -$2.98M -49,986 -80%
CCA
275
Cottonwood Capital Advisors
Utah
$694K -$124K -2,077 -15%
9 10
11
12 13