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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

397 hedge funds and large institutions have $4.63B invested in First Trust Enhanced Short Maturity ETF in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 118 increasing their positions, 198 reducing their positions, and 36 closing their positions.

Holders
397
Holders Change
+7
Holders Change %
+1.79%
% of All Funds
5.74%
Holding in Top 10
28
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.15%
% of All Funds
0.41%
New
48
Increased
118
Reduced
198
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
1
GDS Wealth Management
Texas
$88.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$21.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$737M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$13.1M
5
BI
5
Bramshill Investments
Florida
$88.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$457M
2
UBS Group
2
UBS Group
Switzerland
$205M
3
Bank of America
3
Bank of America
North Carolina
$158M
4
HIS
4
Harvest Investment Services
Illinois
$13M
5
Jane Street
5
Jane Street
New York
$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
51
Simplicity Wealth
New Jersey
$13.5M -$1.08M -18,122 -7%
1W
52
1776 Wealth
Georgia
$13.3M -$461K -7,707 -3%
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$13.1M +$12.4M +206,449 +1,602%
CFGS
54
Concourse Financial Group Securities
Alabama
$13M -$627K -10,424 -5%
HIS
55
Harvest Investment Services
Illinois
$13M -$15.6M -261,128 -55%
HighTower Advisors
56
HighTower Advisors
Illinois
$12.9M -$669K -11,172 -5%
FWA
57
FSC Wealth Advisors
New York
$12.4M -$168K -2,809 -1%
LSPW
58
Lake Street Private Wealth
Illinois
$12.4M +$1.36M +22,719 +12%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$12.4M +$260K +4,349 +2%
SWM
60
Shelton Wealth Management
Texas
$12.3M -$622K -10,391 -5%
Cerity Partners
61
Cerity Partners
New York
$11.7M -$9.04K -151 -0.1%
PBF
62
Petix & Botte Financial
California
$11.2M -$47.4K -792 -0.4%
SA
63
Sanctuary Advisors
Indiana
$10.3M -$3.04M -50,669 -23%
EA
64
Ellsworth Advisors
Ohio
$10.2M +$634K +10,593 +7%
SWP
65
Stratos Wealth Partners
Ohio
$10.1M +$4.5M +75,175 +80%
CAM
66
Creekmur Asset Management
Illinois
$9.99M +$276K +4,617 +3%
MML Investors Services
67
MML Investors Services
Massachusetts
$9.83M +$350K +5,850 +4%
OC
68
Oppenheimer & Co
New York
$9.74M +$7.07K +118 +0.1%
TCM
69
TD Capital Management
Tennessee
$9.68M -$985K -16,460 -9%
SWA
70
Stratos Wealth Advisors
Ohio
$9.62M -$3.1M -51,737 -24%
Citigroup
71
Citigroup
New York
$9.52M -$2.8M -46,700 -23%
GIA
72
Gladstone Institutional Advisory
Florida
$9.45M -$88.7K -1,481 -0.9%
SWM
73
Schwallier Wealth Management
Michigan
$9.4M +$481K +8,034 +5%
SMF
74
Sterling Manor Financial
New York
$9.37M +$178K +2,978 +2%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$9.06M -$435K -7,268 -5%
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