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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

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
–

Top Buyers

1
LPL Financial
LPL Financial
California
$511M
2
GWM
GDS Wealth Management
Texas
$28.8M
3
FEG
Financial Enhancement Group
Indiana
$25.5M
4
RJA
Raymond James & Associates
Florida
$68.4M
5
RVPG
Relative Value Partners Group
$11M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$721M
2
First Trust Advisors
First Trust Advisors
Illinois
$11.1M
3
Osaic Holdings
Osaic Holdings
Arizona
$103M
4
PFS
Prospera Financial Services
Texas
$38M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$98.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
376
Realta Investment Advisors
Delaware
$3.81K -$268K -4,500 -99%
EWA
377
EverSource Wealth Advisors
Alabama
$2.75K -$1.31K -22 -32%
HNB
378
Huntington National Bank
Ohio
$2.56K -$2.56K – –
NA
379
Nordwand Advisors
Pennsylvania
$2.38K – – –
US Bancorp
380
US Bancorp
Minnesota
$2.27K – – –
FHC
381
First Heartland Consultants
Missouri
$2.13K -$386 -6,477 -15%
MSG
382
Main Street Group
Virginia
$2.09K – – –
MSWM
383
Mowery & Schoenfeld Wealth Management
Illinois
$1.88K +$1.88K +31 New
RFG
384
REAP Financial Group
Texas
$1.73K -$1.2K -20 -41%
NFSG
385
Newbridge Financial Services Group
Florida
$1.61K – – –
CJ
386
Caitlin John
Michigan
$1.49K – – –
CA
387
Clearstead Advisors
Ohio
$1.43K +$1.43K +24 New
HCP
388
Hexagon Capital Partners
Arkansas
$1.31K – – –
TWP
389
Triad Wealth Partners
Kansas
$1.31K +$1.31K +22 New
CA
390
Crewe Advisors
Utah
$537 +$537 +9 New
RS
391
Rakuten Securities
Japan
$60 – – –
GAA
392
Global Assets Advisory
Florida
– -$13.1M -783,406 Closed
Susquehanna International Group
393
Susquehanna International Group
Pennsylvania
– -$15.7M -264,106 Closed
Citadel Advisors
394
Citadel Advisors
Florida
– -$4.12M -69,062 Closed
FGA
395
Fortis Group Advisors
New Jersey
– -$2.27M -38,145 Closed
CCM
396
Crabel Capital Management
California
– -$1.18M -19,752 Closed
TSS
397
Two Sigma Securities
New York
– -$1.11M -18,567 Closed
FTUS
398
Flow Traders U.S.
New York
– -$1.07M -17,948 Closed
OMC
399
Old Mission Capital
Illinois
– -$1.04M -17,404 Closed
SAM
400
SignalPoint Asset Management
Missouri
– -$832K -13,962 Closed
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16
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