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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

414 hedge funds and large institutions have $6.23B invested in First Trust Enhanced Short Maturity ETF in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 109 increasing their positions, 208 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+26
Holders Change %
+6.7%
% of All Funds
6.07%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
0.65%
New
61
Increased
109
Reduced
208
Closed
33
Calls
$28K
Puts
–
Net Calls
+$28K
Net Calls Change
+$28K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.67B
2
First Trust Advisors
2
First Trust Advisors
Illinois
$103M
3
CAS
3
Coppell Advisory Solutions
Texas
$53.5M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$77.5M
5
GWM
5
GDS Wealth Management
Texas
$23.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$516M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$162M
3
Bank of America
3
Bank of America
North Carolina
$203M
4
Stifel Financial
4
Stifel Financial
Missouri
$56.5M
5
SAM
5
Synergy Asset Management
Washington
$9.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
GDP
351
Great Diamond Partners
Maine
$249K – – –
CL
352
Choreo LLC
Illinois
$248K -$30.8K -517 -11%
AWA
353
Acorn Wealth Advisors
Michigan
$245K +$1.61K +27 +0.7%
USCWA
354
U.S. Capital Wealth Advisors
Texas
$245K -$370K -6,200 -60%
CFIM
355
Client First Investment Management
Wisconsin
$244K +$244K +4,089 New
PP
356
PFS Partners
New Jersey
$244K +$3.22K +54 +1%
MFG
357
Merit Financial Group
Georgia
$242K -$2.73M -45,798 -92%
TSW
358
Three Seasons Wealth
Utah
$238K – – –
OWM
359
OneAscent Wealth Management
Alabama
$238K +$238K +3,986 New
LCWP
360
Legacy Capital Wealth Partners
Arkansas
$238K -$590K -9,887 -71%
KF
361
KKM Financial
Illinois
$237K +$237K +3,965 New
PA
362
PFG Advisors
Arizona
$234K +$3.46K +58 +2%
PAS
363
Park Avenue Securities
New York
$231K -$79.6K -1,331 -26%
BFA
364
Benedict Financial Advisors
Georgia
$231K +$119 +2 +0.1%
AWM
365
Axxcess Wealth Management
California
$219K -$9.19K -154 -4%
TA
366
TFG Advisers
Michigan
$212K -$15.8K -264 -7%
AF
367
Allworth Financial
California
$211K – – –
CA
368
Calton & Associates
Florida
$209K +$209K +3,508 New
BEI
369
Benjamin Edwards Inc
Missouri
$208K +$477 +8 +0.2%
HCA
370
Heck Capital Advisors
Wisconsin
$206K +$85.4K +1,431 +71%
DFA
371
DHJJ Financial Advisors
Illinois
$190K – – –
LFG
372
Larson Financial Group
Missouri
$175K -$220K -3,680 -56%
CAL
373
Capital Analysts LLC
Pennsylvania
$152K -$5.07K -85 -3%
FRA
374
Front Row Advisors
California
$149K – – –
Bank of Montreal
375
Bank of Montreal
Ontario, Canada
$143K -$28.2K -472 -16%
13 14
15
16 17