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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 %
MF
26
Manchester Financial
California
$33.9M +$42.9K +719 +0.1%
AC
27
Avestar Capital
New York
$30.7M +$424K +7,083 +1%
KAS
28
Kestra Advisory Services
Texas
$28.3M -$2.05M -34,350 -7%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$27.8M -$10.5M -175,210 -27%
HI
30
Harbour Investments
Wisconsin
$25.7M +$7.44M +124,661 +41%
HIS
31
Harvest Investment Services
Illinois
$25.5M +$6.42M +107,616 +34%
GWM
32
GDS Wealth Management
Texas
$23.5M +$23.5M +393,454 New
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$21.9M -$5.28M -88,552 -19%
SPIA
34
Steward Partners Investment Advisory
New York
$21.5M -$2.3M -38,522 -10%
Citadel Advisors
35
Citadel Advisors
Florida
$21.3M +$3.89M +65,238 +22%
PNC
36
Park National Corp
Ohio
$20.8M -$1.32M -22,121 -6%
SWM
37
Schwallier Wealth Management
Michigan
$20.6M +$20.6M +345,879 New
WP
38
WealthSource Partners
California
$20.5M +$5.8M +97,242 +39%
CAN
39
Cetera Advisor Networks
California
$20.1M -$819K -13,720 -4%
CCP
40
Cassia Capital Partners
North Carolina
$20M -$13.2M -220,643 -40%
PVI
41
Pine Valley Investments
New Jersey
$19.8M +$2.45M +41,001 +14%
NA
42
NewEdge Advisors
Louisiana
$19.6M -$1.79M -30,023 -8%
AAS
43
Avantax Advisory Services
Texas
$19.6M -$2.35M -39,447 -11%
FTUS
44
Flow Traders U.S.
New York
$19.5M +$10.4M +174,034 +114%
AWS
45
Atria Wealth Solutions
New York
$19.5M -$14.1M -236,232 -42%
KWM
46
Kingsview Wealth Management
Oregon
$18.8M +$2.96M +49,541 +19%
AWM
47
AE Wealth Management
Kansas
$17.8M +$2.87M +47,985 +19%
TCM
48
Triumph Capital Management
Colorado
$17.6M +$169K +2,831 +1%
PAG
49
Private Advisor Group
New Jersey
$17.6M -$1.24M -20,831 -7%
RA
50
RiverTree Advisors
Florida
$17.4M +$4.02M +67,426 +30%
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