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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

397 hedge funds and large institutions have $4.63B invested in First Trust Enhanced Short Maturity ETF in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 118 increasing their positions, 198 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+7
Holders Change %
+1.79%
% of All Funds
5.74%
Holding in Top 10
28
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.15%
% of All Funds
0.41%
New
48
Increased
118
Reduced
198
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
GDS Wealth Management
Texas
$88.1M
2
Citadel Advisors
Citadel Advisors
Florida
$21.8M
3
Morgan Stanley
Morgan Stanley
New York
$737M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$13.1M
5
BI
Bramshill Investments
Florida
$88.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$457M
2
UBS Group
UBS Group
Switzerland
$205M
3
Bank of America
Bank of America
North Carolina
$158M
4
HIS
Harvest Investment Services
Illinois
$13M
5
Jane Street
Jane Street
New York
$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
276
Flagship Harbor Advisors
Massachusetts
$551K +$551K +9,206 New
SSWM
277
Strait & Sound Wealth Management
California
$549K -$269K -4,485 -33%
GRP
278
Global Retirement Partners
California
$548K -$78.7K -1,315 -13%
LWMI
279
Legacy Wealth Management (Idaho)
Idaho
$540K +$540K +9,016 New
LIS
280
Legacy Investment Solutions
Idaho
$540K +$540K +9,016 New
CFD
281
Creative Financial Designs
Indiana
$532K -$34.5K -577 -6%
HA
282
Herold Advisors
New York
$515K -$222K -3,711 -30%
AWM
283
Aries Wealth Management
Maine
$509K -$29.9K -500 -6%
LPAM
284
Lodestar Private Asset Management
California
$488K -$23.4K -391 -5%
WCG
285
Weaver Consulting Group
California
$481K +$481K +8,032 New
AOG
286
Alpha Omega Group
Virginia
$480K +$2.4K +40 +0.5%
NFG
287
Nations Financial Group
Iowa
$475K +$17.5K +293 +4%
SAW
288
Signal Advisors Wealth
Michigan
$474K +$474K +7,919 New
IA
289
Inspire Advisors
Idaho
$471K -$1.44K -24 -0.3%
UCMOK
290
United Capital Management of KS
Kansas
$471K +$3.65K +61 +0.8%
RG
291
Rathbones Group
United Kingdom
$461K -$29.6K -495 -6%
PCIA
292
Prime Capital Investment Advisors
Kansas
$450K -$110K -1,831 -20%
Neuberger Berman Group
293
Neuberger Berman Group
New York
$447K +$447K +7,462 New
LCM
294
Lunt Capital Management
Utah
$446K -$60.1K -1,003 -12%
OPS
295
Orion Portfolio Solutions
Nebraska
$442K +$169K +2,821 +62%
BCI
296
Brinker Capital Investments
Pennsylvania
$442K +$169K +2,821 +62%
TA
297
TrueWealth Advisors
Alabama
$441K -$155K -2,593 -26%
AFA
298
American Financial Advisors
Georgia
$426K +$4.31K +72 +1%
CAC
299
Certified Advisory Corp
Florida
$423K +$1.5K +25 +0.4%
GS
300
GTS Securities
New York
$402K +$402K +6,715 New
10 11
12
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