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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 %
CWM
376
Cranbrook Wealth Management
Michigan
$121K -$119K -2,002 -50%
MRCM
377
M&R Capital Management
New Jersey
$118K – – –
SIS
378
Sound Income Strategies
Florida
$117K -$2.98K -50 -2%
IIL
379
Insight Inv LLC
California
$103K – – –
PNC Financial Services Group
380
PNC Financial Services Group
Pennsylvania
$101K -$42.4K -710 -29%
GEA
381
Glen Eagle Advisors
New Jersey
$73.1K – – –
DWA
382
Delos Wealth Advisors
Texas
$56.7K – – –
PB
383
Pinnacle Bancorp
Nebraska
$54.6K -$22.1K -370 -29%
PFBT
384
Parkside Financial Bank & Trust
Missouri
$47.7K – – –
S
385
SignatureFD
Georgia
$47.1K – – –
FGAM
386
Financial Gravity Asset Management
Texas
$32.2K +$32K +537 +13,425%
DSC
387
Duncker Streett & Co
Missouri
$29.8K – – –
S
388
Sachetta
Massachusetts
$29.8K +$29.8K +500 New
TRCT
389
Tower Research Capital (TRC)
New York
$24.6K -$4.18K -70 -14%
RCM
390
Raleigh Capital Management
North Carolina
$24.2K -$22.1K -371 -48%
MFT
391
Moisand Fitzgerald Tamayo
Florida
$18.1K +$18.1K +303 New
PA
392
Parallel Advisors
California
$17.8K +$955 +16 +6%
FF
393
Friedenthal Financial
New Jersey
$16.8K +$16.8K +281 New
MPWT
394
MassMutual Private Wealth & Trust
Connecticut
$16.1K – – –
William Blair & Company
395
William Blair & Company
Illinois
$15.3K +$15.3K +256 New
BWM
396
BKM Wealth Management
Wisconsin
$14.3K +$14.3K +240 New
LFA
397
Legend Financial Advisors
Pennsylvania
$13.5K – – –
IPW
398
Impact Partnership Wealth
Georgia
$11.6K – – –
AA
399
Ancora Advisors
Ohio
$8.95K -$345K -5,784 -97%
FHA
400
First Horizon Advisors
Tennessee
$8.59K -$7.72M -129,403 -100%
14 15
16
17 18