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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$721M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$11.1M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$103M
4
PFS
4
Prospera Financial Services
Texas
$38M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$98.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
401
Visionary Wealth Advisors
Illinois
– -$805K -13,510 Closed
CW
402
CreativeOne Wealth
Kansas
– -$749K -12,567 Closed
JWM
403
JPL Wealth Management
Colorado
– -$672K -11,265 Closed
AWM
404
Apollon Wealth Management
South Carolina
– -$571K -9,579 Closed
NFA
405
Northwest Financial Advisors
Virginia
– -$448K -7,518 Closed
CFS
406
Commonwealth Financial Services
West Virginia
– -$409K -6,863 Closed
SWP
407
Significant Wealth Partners
Illinois
– -$397K -6,657 Closed
TI
408
tru Independence
Oregon
– -$362K -6,069 Closed
Betterment LLC
409
Betterment LLC
New York
– -$319K -5,353 Closed
PWM
410
Prosperity Wealth Management
California
– -$275K -4,611 Closed
RWA
411
Redhawk Wealth Advisors
Minnesota
– -$270K -4,531 Closed
FAM
412
Flaharty Asset Management
Florida
– -$267K -4,475 Closed
LI
413
LVZ Inc
Michigan
– -$261K -4,374 Closed
MPCA
414
Madison Park Capital Advisors
Washington
– -$251K -4,205 Closed
CAP
415
Columbia Advisory Partners
Washington
– -$249K -4,177 Closed
CL
416
Choreo LLC
Illinois
– -$248K -4,160 Closed
AF
417
Allworth Financial
California
– -$241K -4,036 Closed
CA
418
Claro Advisors
Massachusetts
– -$232K -3,883 Closed
SAW
419
Signal Advisors Wealth
Michigan
– -$205K -3,440 Closed
SWC
420
Spectrum Wealth Counsel
Indiana
– -$57K -956 Closed
S
421
SignatureFD
Georgia
– -$47.1K -790 Closed
IPW
422
Impact Partnership Wealth
Georgia
– -$20.2K -339 Closed
MG
423
Mather Group
Illinois
– -$14K -235 Closed
PO
424
Private Ocean
California
– -$12.8K -214 Closed
AA
425
Ancora Advisors
Ohio
– -$8.94K -150 Closed
14 15 16
17
18