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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

395 hedge funds and large institutions have $5.03B invested in First Trust Enhanced Short Maturity ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 128 increasing their positions, 201 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-19
Holders Change %
-4.59%
% of All Funds
5.73%
Holding in Top 10
32
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-27.27%
% of All Funds
0.46%
New
30
Increased
128
Reduced
201
Closed
43
Calls
$28K
Puts
–
Net Calls
+$28K
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$96.2M
2
BI
Bramshill Investments
Florida
$67.1M
3
Jane Street
Jane Street
New York
$42.1M
4
GAA
Global Assets Advisory
Florida
$13.1M
5
HAFG
Hansen & Associates Financial Group
California
$47.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$792M
2
First Trust Advisors
First Trust Advisors
Illinois
$67.5M
3
Osaic Holdings
Osaic Holdings
Arizona
$132M
4
Wells Fargo
Wells Fargo
California
$487M
5
LPL Financial
LPL Financial
California
$479M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWA
401
Gratus Wealth Advisors
Virginia
– -$3.22M -53,971 Closed
MWM
402
Meridian Wealth Management
Kentucky
– -$2.34M -39,218 Closed
ARC
403
Advisor Resource Council
Texas
– -$2.28M -38,171 Closed
National Bank of Canada
404
National Bank of Canada
Quebec, Canada
– -$2.25M -37,700 Closed
PAG
405
Private Advisory Group
Washington
– -$1.92M -32,216 Closed
DFA
406
DHK Financial Advisors
New Hampshire
– -$1.21M -20,216 Closed
ODA
407
One Degree Advisors
California
– -$974K -16,310 Closed
DWM
408
Dakota Wealth Management
Florida
– -$867K -14,534 Closed
KA
409
Kovack Advisors
Florida
– -$669K -11,210 Closed
FFN
410
Focus Financial Network
Minnesota
– -$605K -10,121 Closed
SL
411
Salomon & Ludwin
Virginia
– -$544K -9,162 Closed
BWP
412
Balboa Wealth Partners
Arizona
– -$537K -8,998 Closed
Bank of New York Mellon
413
Bank of New York Mellon
New York
– -$533K -8,927 Closed
CF
414
Centaurus Financial
California
– -$426K -7,146 Closed
SEA
415
Stegent Equity Advisors
Texas
– -$421K -7,058 Closed
PA
416
Paragon Advisors
Texas
– -$370K -6,196 Closed
GSIAS
417
Garden State Investment Advisory Services
New Jersey
– -$322K -5,390 Closed
SFP
418
Strategic Financial Partners
Oregon
– -$319K -5,351 Closed
AWG
419
Altus Wealth Group
Colorado
– -$316K -5,294 Closed
M1FG
420
Mach-1 Financial Group
Arkansas
– -$265K -4,436 Closed
CW
421
Channel Wealth
California
– -$251K -4,200 Closed
GDP
422
Great Diamond Partners
Maine
– -$249K -4,166 Closed
USCWA
423
U.S. Capital Wealth Advisors
Texas
– -$245K -4,100 Closed
MFG
424
Merit Financial Group
Georgia
– -$242K -4,049 Closed
TSW
425
Three Seasons Wealth
Utah
– -$238K -3,996 Closed
14 15 16
17
18