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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$792M
2
First Trust Advisors
First Trust Advisors
Illinois
$67.5M
3
Osaic Holdings
Osaic Holdings
Arizona
$132M
4
Wells Fargo
Wells Fargo
California
$487M
5
LPL Financial
LPL Financial
California
$479M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
276
Thrivent Financial for Lutherans
Minnesota
$564K -$202K -3,390 -26%
PCIA
277
Prime Capital Investment Advisors
Kansas
$554K -$16.8K -282 -3%
BW
278
Bison Wealth
Georgia
$541K -$13.9K -233 -3%
AWM
279
Aries Wealth Management
Maine
$537K – – –
TSWM
280
Tyler-Stone Wealth Management
Ohio
$536K -$308K -5,160 -36%
BPA
281
Beacon Pointe Advisors
California
$528K -$1.73K -29 -0.3%
DC
282
Davenport & Co
Virginia
$526K +$133K +2,238 +34%
FHA
283
Flagship Harbor Advisors
Massachusetts
$518K -$4.01M -67,342 -89%
LPAM
284
Lodestar Private Asset Management
California
$506K -$22.7K -380 -4%
OBWG
285
Onyx Bridge Wealth Group
New York
$503K – – –
CCM
286
Chilton Capital Management
Texas
$502K – – –
IA
287
Inspire Advisors
Idaho
$496K +$21.9K +367 +5%
RG
288
Rathbones Group
United Kingdom
$486K +$7.93K +133 +2%
AOG
289
Alpha Omega Group
Virginia
$474K -$26.5K -445 -5%
MC
290
Moors & Cabot
Massachusetts
$474K +$5.19K +87 +1%
NB
291
NBT Bank
New York
$472K -$76.7K -1,287 -14%
NFA
292
Northwest Financial Advisors
Virginia
$448K +$448K +7,518 New
IW
293
Imprint Wealth
South Carolina
$445K +$18.7K +313 +4%
UCMOK
294
United Capital Management of KS
Kansas
$442K +$54.1K +908 +14%
AFA
295
American Financial Advisors
Georgia
$428K +$4.29K +72 +1%
CAC
296
Certified Advisory Corp
Florida
$418K +$1.01K +17 +0.2%
CFS
297
Commonwealth Financial Services
West Virginia
$409K – – –
PMG
298
ProVise Management Group
Florida
$406K -$6.92K -116 -2%
RWMG
299
Redwood Wealth Management Group
New Jersey
$400K -$37.4K -627 -9%
ETIA
300
Epic Trust Investment Advisors
Washington
$399K -$63.5K -1,065 -14%
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