FTSM icon

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 %
NMG
401
New Millennium Group
Utah
$7.4K +$7.4K +124 New
AAP
402
Arax Advisory Partners
Colorado
$7.22K +$7.22K +121 New
PCM
403
Penserra Capital Management
California
$7K +$56 +1 +0.8%
HIA
404
Harbor Investment Advisory
Maryland
$5.97K – – –
HT
405
Headlands Technologies
Illinois
$5.49K -$880K -14,748 -99%
JFA
406
JNBA Financial Advisors
Minnesota
$5.45K +$60 +1 +1%
PA
407
PSI Advisors
Florida
$3.94K – – –
HNB
408
Huntington National Bank
Ohio
$3.88K – – –
RFG
409
REAP Financial Group
Texas
$3.21K +$3.21K +54 New
US Bancorp
410
US Bancorp
Minnesota
$3.1K -$25.7K -430 -89%
NA
411
Nordwand Advisors
Pennsylvania
$2.39K +$2.39K +40 New
MSG
412
Main Street Group
Virginia
$2.09K +$2.09K +35 New
CJ
413
Caitlin John
Michigan
$1.49K +$1.49K +25 New
HCP
414
Hexagon Capital Partners
Arkansas
$1.31K – – –
Fidelity Investments
415
Fidelity Investments
Massachusetts
$895 +$298 +5 +50%
AWA
416
Amplius Wealth Advisors
Pennsylvania
– -$13M -219,151 Closed
IPW
417
IronBridge Private Wealth
Texas
– -$7.78M -130,996 Closed
Goldman Sachs
418
Goldman Sachs
New York
– -$7.02M -118,073 Closed
PG
419
Prostatis Group
Maryland
– -$2.52M -41,844 Closed
TLFA
420
True Link Financial Advisors
California
– -$2.32M -39,078 Closed
ACM
421
AlphaStar Capital Management
North Carolina
– -$2.07M -34,789 Closed
KA
422
Kure Advisory
Minnesota
– -$1.7M -28,529 Closed
KFP
423
KMG Fiduciary Partners
Ohio
– -$1.62M -27,208 Closed
CA
424
CoreCap Advisors
Michigan
– -$1.55M -26,007 Closed
EIA
425
Eldridge Investment Advisors
New Hampshire
– -$654K -11,001 Closed
14 15 16
17
18