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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 %
1W
51
1776 Wealth
Georgia
$13.7M -$110K -1,845 -0.8%
AWS
52
Atria Wealth Solutions
New York
$13.7M -$956K -16,018 -7%
CFGS
53
Concourse Financial Group Securities
Alabama
$13.6M -$247K -4,124 -2%
HighTower Advisors
54
HighTower Advisors
Illinois
$13.5M -$2.1M -35,143 -13%
SA
55
Sanctuary Advisors
Indiana
$13.3M +$13.3M +221,796 New
MFG
56
Mainsail Financial Group
Washington
$13M +$2.8M +46,982 +28%
SWM
57
Shelton Wealth Management
Texas
$12.8M -$1.35M -22,699 -10%
SWA
58
Stratos Wealth Advisors
Ohio
$12.7M +$2.02M +33,857 +19%
FWA
59
FSC Wealth Advisors
New York
$12.5M -$176K -2,948 -1%
OWA
60
ORBA Wealth Advisors
Illinois
$12.4M -$208K -3,488 -2%
Citigroup
61
Citigroup
New York
$12.3M -$143K -2,394 -1%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$12.1M +$832K +13,955 +7%
KPWS
63
Kestra Private Wealth Services
Texas
$11.9M -$4.14M -69,401 -26%
Cerity Partners
64
Cerity Partners
New York
$11.7M -$19.8K -333 -0.2%
PBF
65
Petix & Botte Financial
California
$11.2M +$5.47M +91,696 +96%
First Trust Advisors
66
First Trust Advisors
Illinois
$11.1M -$56.3M -944,786 -83%
LSPW
67
Lake Street Private Wealth
Illinois
$11M -$1.29M -21,725 -11%
RVPG
68
Relative Value Partners Group
$11M +$11M +184,534 New
TC
69
TownSquare Capital
Utah
$10.6M +$1.68M +28,213 +19%
TCM
70
TD Capital Management
Tennessee
$10.6M -$2.31M -38,840 -18%
LRWA
71
Long Run Wealth Advisors
New York
$10M +$1.66M +27,858 +20%
OC
72
Oppenheimer & Co
New York
$9.69M -$2.14M -35,927 -18%
CAM
73
Creekmur Asset Management
Illinois
$9.67M +$2.6M +43,561 +37%
SPC
74
Sigma Planning Corp
Michigan
$9.65M -$960K -16,108 -9%
EA
75
Ellsworth Advisors
Ohio
$9.53M +$239K +4,004 +3%
1 2
3
4 5