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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 %
CT
426
Columbia Trust
Oregon
– -$165K -10,360 Closed
IP
427
Ignite Planners
California
– -$563K -9,456 Closed
WC
428
Waterloo Capital
Texas
– -$514K -8,657 Closed
AFAS
429
Acorn Financial Advisory Services
Virginia
– -$510K -8,586 Closed
HPM
430
Hudson Portfolio Management
New York
– -$401K -6,755 Closed
MAM
431
Milestone Asset Management
Pennsylvania
– -$342K -5,755 Closed
CAM
432
Clark Asset Management
New Hampshire
– -$293K -4,939 Closed
BCP
433
Blackhawk Capital Partners
Wisconsin
– -$265K -4,452 Closed
OPCM
434
Osborne Partners Capital Management
California
– -$251K -4,217 Closed
BTI
435
Blue Trust Inc
Georgia
– -$248K -4,174 Closed
Ameriprise
436
Ameriprise
Minnesota
– -$234K -3,935 Closed
FTDI
437
First Trust Direct Indexing
Massachusetts
– -$224K -3,775 Closed
WWM
438
WT Wealth Management
Arizona
– -$210K -3,524 Closed
Fisher Asset Management
439
Fisher Asset Management
Washington
– -$204K -3,437 Closed
WCFA
440
Walkner Condon Financial Advisors
Wisconsin
– -$204K -3,428 Closed
CGA
441
Crescent Grove Advisors
Illinois
– -$203K -3,399 Closed
KFI
442
Key Financial Inc
Pennsylvania
– -$43.4K -731 Closed
CIA
443
Cape Investment Advisory
Georgia
– -$31.7K -533 Closed
TWM
444
Tradition Wealth Management
Minnesota
– -$28K -466 Closed
AWM
445
Avior Wealth Management
Nebraska
– -$21.3K -358 Closed
LF
446
Lee Financial
Texas
– -$13.9K -233 Closed
HI
447
Hoey Investments
Pennsylvania
– -$12.7K -213 Closed
HFS
448
Hantz Financial Services
Michigan
– -$12K -209 Closed
ICM
449
Intrepid Capital Management
Florida
– -$22.6K – –
14 15 16 17
18