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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.

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 %
KAS
26
Kestra Advisory Services
Texas
$32.4M +$5.61M +94,059 +21%
CAS
27
Coppell Advisory Solutions
Texas
$30.7M +$30.7M +514,715 New
GWM
28
GDS Wealth Management
Texas
$28.8M +$19.5M +327,579 +211%
HIS
29
Harvest Investment Services
Illinois
$28.5M +$2.69M +45,173 +10%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$25.5M +$2.56M +42,957 +11%
FEG
31
Financial Enhancement Group
Indiana
$25.5M +$18.8M +314,157 +280%
PAG
32
Private Advisor Group
New Jersey
$23.2M +$5.35M +89,839 +30%
AAS
33
Avantax Advisory Services
Texas
$22.8M +$1.24M +20,733 +6%
HI
34
Harbour Investments
Wisconsin
$22.2M -$3.01M -50,510 -12%
SPIA
35
Steward Partners Investment Advisory
New York
$20.9M +$642K +10,769 +3%
KWM
36
Kingsview Wealth Management
Oregon
$19.2M +$158K +2,644 +0.8%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$18.7M -$4.99M -83,695 -21%
Truist Financial
38
Truist Financial
North Carolina
$18.7M +$3.13M +52,501 +20%
NA
39
NewEdge Advisors
Louisiana
$18.5M +$807K +13,539 +5%
HSA
40
HBK Sorce Advisory
Pennsylvania
$17.4M -$184K -3,091 -1%
PVI
41
Pine Valley Investments
New Jersey
$17.3M +$2.38M +39,748 +16%
RA
42
RiverTree Advisors
Florida
$17.2M -$460K -7,718 -3%
PNC
43
Park National Corp
Ohio
$16.2M -$3.21M -53,890 -17%
IA
44
IFP Advisors
Florida
$16.2M -$8.01M -134,359 -33%
WWM
45
Western Wealth Management
Colorado
$15.5M +$4.11M +68,994 +36%
TCM
46
Triumph Capital Management
Colorado
$14.8M -$1.12M -18,640 -7%
JIP
47
Jaffetilchin Investment Partners
Florida
$14.6M +$4.34M +72,883 +42%
SW
48
Simplicity Wealth
New Jersey
$14.5M -$1.72M -28,907 -11%
AC
49
Avestar Capital
New York
$14.1M -$8.02M -134,601 -36%
CIAS
50
Capital Investment Advisory Services
North Carolina
$14M +$465K +7,803 +3%
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