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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 %
SS
326
Sunbelt Securities
Texas
$255K +$20.3K +339 +9%
SFPG
327
Stonebridge Financial Planning Group
Florida
$253K – – –
BWP
328
Balboa Wealth Partners
Arizona
$251K -$29.2K -487 -10%
CMS
329
Capital Market Strategies
Florida
$250K -$107K -1,791 -30%
BFW
330
Brady Family Wealth
Missouri
$249K – – –
RSWM
331
Robertson Stephens Wealth Management
California
$247K +$247K +4,111 New
TA
332
TFG Advisers
Michigan
$242K +$242K +4,044 New
CWM
333
Collaborative Wealth Management
Florida
$241K -$86.8K -1,449 -26%
SSWM
334
Sheets Smith Wealth Management
North Carolina
$241K +$60 +1 +0%
SW
335
SteelPeak Wealth
California
$237K +$301 +5 +0.1%
SB
336
Strategic Blueprint
Georgia
$236K -$92.1K -1,539 -28%
VFA
337
Valeo Financial Advisors
Indiana
$231K – – –
WI
338
Wintrust Investments
Illinois
$225K -$2.66M -44,541 -92%
MFG
339
Merit Financial Group
Georgia
$220K +$220K +3,669 New
CCG
340
Coastwise Capital Group
California
$215K +$215K +3,585 New
OBWG
341
Onyx Bridge Wealth Group
New York
$211K -$293K -4,900 -58%
LSIA
342
LaSalle St. Investment Advisors
Illinois
$205K -$21.8K -365 -10%
AWA
343
Acorn Wealth Advisors
Michigan
$205K -$6.83K -114 -3%
M1FG
344
Mach-1 Financial Group
Arkansas
$203K +$203K +3,397 New
LCWP
345
Legacy Capital Wealth Partners
Arkansas
$200K +$200K +3,344 New
CA
346
CoreCap Advisors
Michigan
$191K -$4.97K -83 -3%
HGERS
347
Householder Group Estate & Retirement Specialist
Arizona
$180K +$11.9K +200 +7%
FMII
348
Farmers & Merchants Investments Inc
Nebraska
$177K +$177K +2,956 New
Bank of Montreal
349
Bank of Montreal
Ontario, Canada
$167K +$9.62K +160 +6%
GJWM
350
Gilliland Jeter Wealth Management
Arkansas
$154K +$778 +13 +0.5%
12 13
14
15 16