FTSM icon

First Trust Enhanced Short Maturity ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
251
Mattern Wealth Management
Kansas
$897K -$12K -200 -1%
IWA
252
Inspirion Wealth Advisors
Illinois
$893K -$199K -3,329 -18%
RWM
253
Refined Wealth Management
Utah
$885K -$9.92K -166 -1%
WMA
254
Wealth Management Associates
New Jersey
$879K +$70.9K +1,186 +9%
HFP
255
Holistic Financial Partners
Indiana
$870K -$491K -8,207 -36%
SF
256
SageOak Financial
Oklahoma
$868K +$868K +14,517 New
AWM
257
AE Wealth Management
Kansas
$863K -$1.16M -19,358 -57%
FTUS
258
Flow Traders U.S.
New York
$840K -$618K -10,344 -42%
SCA
259
Sage Capital Advisors
South Dakota
$821K -$44.8K -749 -5%
Ameriprise
260
Ameriprise
Minnesota
$815K -$2.48M -41,432 -75%
WEG
261
World Equity Group
Illinois
$813K +$16.2K +271 +2%
TA
262
TrueWealth Advisors
Alabama
$785K +$346K +5,782 +79%
GAA
263
Global Assets Advisory
Florida
$784K
CAG
264
Centerpoint Advisory Group
Kansas
$779K +$779K +13,039 New
DWP
265
Daymark Wealth Partners
Ohio
$773K -$230K -3,855 -23%
CICC
266
Capital Investment Counsel (Colorado)
Colorado
$763K -$477K -7,984 -38%
SIM
267
Stratos Investment Management
Ohio
$762K +$762K +12,742 New
BCI
268
Brinker Capital Investments
Pennsylvania
$756K +$314K +5,261 +71%
OPS
269
Orion Portfolio Solutions
Nebraska
$756K +$314K +5,261 +71%
WWP
270
WR Wealth Planners
Missouri
$756K +$12.4K +207 +2%
AP
271
Atwood & Palmer
Missouri
$744K -$25.4K -425 -3%
CA
272
Crumly & Associates
Illinois
$744K +$744K +12,446 New
TC
273
TAP Consulting
Missouri
$737K -$803K -13,429 -52%
SFS
274
Sowell Financial Services
Arkansas
$735K -$55.9K -935 -7%
MAS
275
Madden Advisory Services
Florida
$734K +$1.67K +28 +0.2%