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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

397 hedge funds and large institutions have $4.63B invested in First Trust Enhanced Short Maturity ETF in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 118 increasing their positions, 198 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+7
Holders Change %
+1.79%
% of All Funds
5.74%
Holding in Top 10
28
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.15%
% of All Funds
0.41%
New
48
Increased
118
Reduced
198
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
GDS Wealth Management
Texas
$88.1M
2
Citadel Advisors
Citadel Advisors
Florida
$21.8M
3
Morgan Stanley
Morgan Stanley
New York
$737M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$13.1M
5
BI
Bramshill Investments
Florida
$88.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$457M
2
UBS Group
UBS Group
Switzerland
$205M
3
Bank of America
Bank of America
North Carolina
$158M
4
HIS
Harvest Investment Services
Illinois
$13M
5
Jane Street
Jane Street
New York
$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
401
WealthPLAN Partners
Nebraska
– -$4.58M -76,909 Closed
IAIM
402
International Assets Investment Management
Florida
– -$3.09M -51,921 Closed
PAG
403
Private Advisory Group
Washington
– -$2.75M -46,146 Closed
NW
404
Naviter Wealth
Arkansas
– -$2.62M -43,777 Closed
VCM
405
Virtue Capital Management
Tennessee
– -$2.22M -37,063 Closed
TI
406
Tidal Investments
Wisconsin
– -$1.67M -28,014 Closed
MWM
407
Modern Wealth Management
Kansas
– -$1.65M -27,690 Closed
BCP
408
Blackhawk Capital Partners
Wisconsin
– -$1.55M -25,986 Closed
RCAG
409
Rehmann Capital Advisory Group
Michigan
– -$1.49M -25,050 Closed
HF
410
HRT Financial
New York
– -$1.2M -20,178 Closed
FFG
411
Fortem Financial Group
California
– -$964K -16,179 Closed
CWM
412
Centric Wealth Management
Illinois
– -$815K -13,597 Closed
CAM
413
Concorde Asset Management
Michigan
– -$676K -11,335 Closed
BW
414
Bison Wealth
Georgia
– -$541K -9,077 Closed
CCM
415
Chilton Capital Management
Texas
– -$501K -8,413 Closed
SIM
416
Stratos Investment Management
Ohio
– -$322K -5,405 Closed
CCAL
417
City Center Advisors LLC
Michigan
– -$313K -5,247 Closed
MWM
418
Maripau Wealth Management
Indiana
– -$299K -4,999 Closed
Lido Advisors
419
Lido Advisors
California
– -$288K -4,815 Closed
TA
420
TFB Advisors
Kansas
– -$272K -4,557 Closed
CA
421
Calton & Associates
Florida
– -$230K -3,858 Closed
BFA
422
Benedict Financial Advisors
Georgia
– -$220K -3,692 Closed
FPWM
423
FSB Premier Wealth Management
Iowa
– -$209K -3,503 Closed
WB
424
Webster Bank
Connecticut
– -$98.3K -1,650 Closed
RFA
425
Register Financial Advisors
Georgia
– -$37.6K -631 Closed
14 15 16
17
18