FTSM icon

First Trust Enhanced Short Maturity ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
WWWM
326
White Wing Wealth Management
Texas
$251K -$28.6K -480 -10%
BFW
327
Brady Family Wealth
Missouri
$248K +$4.95K +83 +2%
SSWM
328
Sheets Smith Wealth Management
North Carolina
$240K -$59.6K -1,000 -20%
PP
329
PFS Partners
New Jersey
$237K -$8.17K -137 -3%
SW
330
SteelPeak Wealth
California
$236K +$236K +3,936 New
SS
331
Sunbelt Securities
Texas
$234K -$59.6K -1,000 -20%
CA
332
Calton & Associates
Florida
$230K
VFA
333
Valeo Financial Advisors
Indiana
$229K
LSIA
334
LaSalle St. Investment Advisors
Illinois
$226K +$226K +3,794 New
BFA
335
Benedict Financial Advisors
Georgia
$220K -$10.4K -175 -5%
AWA
336
Acorn Wealth Advisors
Michigan
$211K -$34.6K -580 -14%
FPWM
337
FSB Premier Wealth Management
Iowa
$209K -$24K -402 -10%
CA
338
CoreCap Advisors
Michigan
$195K +$25.3K +425 +15%
DFA
339
DHJJ Financial Advisors
Illinois
$189K -$954 -16 -0.5%
HGERS
340
Householder Group Estate & Retirement Specialist
Arizona
$167K +$2.37K +40 +1%
Bank of Montreal
341
Bank of Montreal
Ontario, Canada
$157K +$9.03K +151 +6%
GJWM
342
Gilliland Jeter Wealth Management
Arkansas
$152K +$775 +13 +0.5%
CAL
343
Capital Analysts LLC
Pennsylvania
$152K
VF
344
VitalStone Financial
Texas
$148K -$148K -2,483 -50%
SIS
345
Sound Income Strategies
Florida
$119K +$1.43K +24 +1%
CF
346
Centaurus Financial
California
$119K +$119K +1,994 New
MRCM
347
M&R Capital Management
New Jersey
$118K
LFG
348
Larson Financial Group
Missouri
$100K -$21.8K -365 -18%
WB
349
Webster Bank
Connecticut
$98.3K +$98.3K +1,650 New
IRC
350
Investors Research Corp
Georgia
$93.7K +$5.19K +87 +6%