FTSM icon

First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

388 hedge funds and large institutions have $5.47B invested in First Trust Enhanced Short Maturity ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 122 increasing their positions, 190 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+2
Holders Change %
+0.52%
% of All Funds
6.19%
Holding in Top 10
40
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.98%
% of All Funds
0.64%
New
40
Increased
122
Reduced
190
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$209M
2
AC
Avestar Capital
New York
$30M
3
SAM
Synergy Asset Management
Washington
$26.4M
4
CCP
Cassia Capital Partners
North Carolina
$33M
5
Cerity Partners
Cerity Partners
New York
$15.9M

Top Sellers

1
PG
Prostatis Group
Maryland
$2.52M
2
Morgan Stanley
Morgan Stanley
New York
$862M
3
First Trust Advisors
First Trust Advisors
Illinois
$11.2M
4
Jane Street
Jane Street
New York
$15.5M
5
JAWM
J. Arnold Wealth Management
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
376
Parallel Advisors
California
$16.8K +$16.8K +282 New
MPWT
377
MassMutual Private Wealth & Trust
Connecticut
$16K – – –
LF
378
Lee Financial
Texas
$13.9K +$13.9K +233 New
LFA
379
Legend Financial Advisors
Pennsylvania
$13.5K – – –
HI
380
Hoey Investments
Pennsylvania
$12.7K – – –
HFS
381
Hantz Financial Services
Michigan
$12K +$12K +209 New
IPW
382
Impact Partnership Wealth
Georgia
$11.5K -$18.4K -310 -62%
PCM
383
Penserra Capital Management
California
$7K -$12K -210 -63%
HIA
384
Harbor Investment Advisory
Maryland
$5.94K – – –
JFA
385
JNBA Financial Advisors
Minnesota
$5.36K +$60 +1 +1%
PA
386
PSI Advisors
Florida
$3.92K – – –
HCP
387
Hexagon Capital Partners
Arkansas
$1.31K – – –
Fidelity Investments
388
Fidelity Investments
Massachusetts
$594 -$2.32K -39 -80%
FGAM
389
Financial Gravity Asset Management
Texas
$219 -$3.01K -55 -93%
JAWM
390
J. Arnold Wealth Management
Ohio
– -$78.7M -1,325,375 Closed
SS
391
Simplicity Solutions
Minnesota
– -$15.3M -257,954 Closed
EC
392
EdgeRock Capital
Colorado
– -$15.3M -257,184 Closed
TWM
393
Tanager Wealth Management
United Kingdom
– -$4.2M -70,334 Closed
PWM
394
Peterson Wealth Management
Nevada
– -$3.88M -65,305 Closed
M1FG
395
Mach-1 Financial Group
Arkansas
– -$3.64M -61,289 Closed
SHFP
396
Second Half Financial Partners
Florida
– -$3.17M -53,375 Closed
Mercer Global Advisors
397
Mercer Global Advisors
Colorado
– -$3.15M -52,972 Closed
BCA
398
Bay Colony Advisors
Massachusetts
– -$3.13M -52,635 Closed
VAS
399
Vestmark Advisory Solutions
Massachusetts
– -$2.96M -49,841 Closed
BNP Paribas Financial Markets
400
BNP Paribas Financial Markets
France
– -$2.54M -42,755 Closed
13 14 15
16
17