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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

395 hedge funds and large institutions have $5.03B invested in First Trust Enhanced Short Maturity ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 128 increasing their positions, 201 reducing their positions, and 43 closing their positions.

Holders
395
Holders Change
-19
Holders Change %
-4.59%
% of All Funds
5.73%
Holding in Top 10
32
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-27.27%
% of All Funds
0.46%
New
30
Increased
128
Reduced
201
Closed
43
Calls
$28K
Puts
–
Net Calls
+$28K
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$96.2M
2
BI
2
Bramshill Investments
Florida
$67.1M
3
Jane Street
3
Jane Street
New York
$42.1M
4
GAA
4
Global Assets Advisory
Florida
$13.1M
5
HAFG
5
Hansen & Associates Financial Group
California
$47.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$792M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$67.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$132M
4
Wells Fargo
4
Wells Fargo
California
$487M
5
LPL Financial
5
LPL Financial
California
$479M
Name Market Value Shares Shares
Change 		Shares
Change %
PVI
51
Pine Valley Investments
New Jersey
$15M 250,057 -82,369 -25%
AWS
52
Atria Wealth Solutions
New York
$14.6M 244,723 -81,218 -25%
SWM
53
Shelton Wealth Management
Texas
$14.2M 237,851 -15,851 -6%
CFGS
54
Concourse Financial Group Securities
Alabama
$13.8M 231,063 +5,795 +3%
1W
55
1776 Wealth
Georgia
$13.8M 231,149 -12,918 -5%
CIAS
56
Capital Investment Advisory Services
North Carolina
$13.6M 227,576 -308 -0.1%
GAA
57
Global Assets Advisory
Florida
$13.1M 783,406 +770,283 +5,870%
TCM
58
TD Capital Management
Tennessee
$12.9M 217,045 -7,204 -3%
FWA
59
FSC Wealth Advisors
New York
$12.7M 213,278 -5,916 -3%
OWA
60
ORBA Wealth Advisors
Illinois
$12.6M 212,029 -416 -0.2%
Citigroup
61
Citigroup
New York
$12.4M 208,079 -14,572 -7%
LSPW
62
Lake Street Private Wealth
Illinois
$12.3M 206,259 -22,747 -10%
OC
63
Oppenheimer & Co
New York
$11.8M 198,440 -28,124 -12%
Cerity Partners
64
Cerity Partners
New York
$11.7M 196,597 +333 +0.2%
WWM
65
Western Wealth Management
Colorado
$11.4M 191,171 +30,134 +19%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$11.3M 188,752 +15,540 +9%
SWM
67
Schwallier Wealth Management
Michigan
$10.9M 183,383 -162,496 -47%
GIA
68
Gladstone Institutional Advisory
Florida
$10.7M 179,660 -14,866 -8%
SWA
69
Stratos Wealth Advisors
Ohio
$10.6M 178,582 +114,089 +177%
SPC
70
Sigma Planning Corp
Michigan
$10.6M 177,970 +83,994 +89%
JIP
71
Jaffetilchin Investment Partners
Florida
$10.3M 172,586 +3,616 +2%
MFG
72
Mainsail Financial Group
Washington
$10.2M 170,678 +1,943 +1%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$10.1M 169,356 -22,071 -12%
MML Investors Services
74
MML Investors Services
Massachusetts
$10M 168,117 +10,651 +7%
CCP
75
Cassia Capital Partners
North Carolina
$9.47M 158,856 -176,648 -53%
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