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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

390 hedge funds and large institutions have $4.75B invested in First Trust Enhanced Short Maturity ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 135 increasing their positions, 180 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
-5
Holders Change %
-1.27%
% of All Funds
5.67%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.48%
New
40
Increased
135
Reduced
180
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$511M
2
GWM
2
GDS Wealth Management
Texas
$28.8M
3
FEG
3
Financial Enhancement Group
Indiana
$25.5M
4
RJA
4
Raymond James & Associates
Florida
$68.4M
5
RVPG
5
Relative Value Partners Group
$11M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$721M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$11.1M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$103M
4
PFS
4
Prospera Financial Services
Texas
$38M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$98.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
276
Aries Wealth Management
Maine
$536K – – –
DF
277
Dunhill Financial
United Kingdom
$535K -$81.6K -1,369 -13%
PAS
278
Park Avenue Securities
New York
$528K +$317K +5,313 +150%
LPAM
279
Lodestar Private Asset Management
California
$509K +$2.5K +42 +0.5%
LCM
280
Lunt Capital Management
Utah
$504K -$152K -2,552 -23%
OBWG
281
Onyx Bridge Wealth Group
New York
$502K – – –
CCM
282
Chilton Capital Management
Texas
$501K – – –
RG
283
Rathbones Group
United Kingdom
$488K +$2.38K +40 +0.5%
BPA
284
Beacon Pointe Advisors
California
$475K -$52.7K -885 -10%
AOG
285
Alpha Omega Group
Virginia
$475K +$1.07K +18 +0.2%
NB
286
NBT Bank
New York
$472K – – –
IA
287
Inspire Advisors
Idaho
$470K -$25.6K -429 -5%
UCMOK
288
United Capital Management of KS
Kansas
$465K +$23.1K +387 +5%
IGWM
289
ICA Group Wealth Management
Colorado
$461K -$1.08M -18,083 -70%
DC
290
Davenport & Co
Virginia
$457K -$69.6K -1,167 -13%
NFG
291
Nations Financial Group
Iowa
$455K -$894K -14,994 -66%
MC
292
Moors & Cabot
Massachusetts
$450K -$23.2K -390 -5%
IWM
293
Iams Wealth Management
Nebraska
$439K +$116K +1,953 +36%
TSWM
294
Tyler-Stone Wealth Management
Ohio
$435K -$101K -1,690 -19%
CPG
295
Cornerstone Planning Group
New Jersey
$432K +$432K +7,213 New
MPWT
296
MassMutual Private Wealth & Trust
Connecticut
$420K +$404K +6,784 +2,513%
CAC
297
Certified Advisory Corp
Florida
$420K +$1.49K +25 +0.4%
AFA
298
American Financial Advisors
Georgia
$419K -$8.7K -146 -2%
BCM
299
Brookstone Capital Management
Illinois
$416K +$26.6K +444 +7%
CAPTRUST Financial Advisors
300
CAPTRUST Financial Advisors
North Carolina
$390K +$3.99K +67 +1%
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12
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