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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

434 hedge funds and large institutions have $4.68B invested in First Trust Enhanced Short Maturity ETF in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 143 increasing their positions, 179 reducing their positions, and 31 closing their positions.

Holders
434
Holders Change
+37
Holders Change %
+9.32%
% of All Funds
5.78%
Holding in Top 10
36
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+28.57%
% of All Funds
0.48%
New
77
Increased
143
Reduced
179
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$530M
2
IAA
2
Independent Advisor Alliance
North Carolina
$27.8M
3
UBS Group
3
UBS Group
Switzerland
$231M
4
TAM
4
TCP Asset Management
Ohio
$18.8M
5
HP
5
Holistic Planning
Texas
$15.6M

Top Sellers

1
GWM
1
GDS Wealth Management
Texas
$50M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Jane Street
3
Jane Street
New York
$0
4
SW
4
Simplicity Wealth
New Jersey
$412K
5
Mariner
5
Mariner
Kansas
$33.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIS
51
Harvest Investment Services
Illinois
$13.4M +$453K +7,579 +3%
FEG
52
Financial Enhancement Group
Indiana
$13.2M -$3.07M -51,367 -19%
RA
53
RiverTree Advisors
Florida
$13.1M -$4.07M -68,070 -24%
LSPW
54
Lake Street Private Wealth
Illinois
$12.9M +$557K +9,321 +4%
1W
55
1776 Wealth
Georgia
$12.6M -$651K -10,885 -5%
PBF
56
Petix & Botte Financial
California
$12.6M +$1.44M +24,071 +13%
SPIA
57
Steward Partners Investment Advisory
New York
$12.2M -$1.87M -31,335 -13%
FWA
58
FSC Wealth Advisors
New York
$12.1M -$332K -5,562 -3%
AWS
59
Atria Wealth Solutions
New York
$11.7M -$5.11M -85,575 -30%
GIA
60
Gladstone Institutional Advisory
Florida
$11.7M +$2.22M +37,161 +24%
CFGS
61
Concourse Financial Group Securities
Alabama
$11M -$1.99M -33,249 -15%
EA
62
Ellsworth Advisors
Ohio
$10.8M +$634K +10,602 +6%
Cerity Partners
63
Cerity Partners
New York
$10.5M -$1.27M -21,269 -11%
CAM
64
Creekmur Asset Management
Illinois
$10.2M +$262K +4,377 +3%
TCG
65
Transcendent Capital Group
Oklahoma
$10.1M +$4.58M +76,708 +83%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$9.94M +$893K +14,947 +10%
SA
67
Sanctuary Advisors
Indiana
$9.66M -$608K -10,132 -6%
SMF
68
Sterling Manor Financial
New York
$9.6M +$245K +4,103 +3%
OC
69
Oppenheimer & Co
New York
$9.41M -$314K -5,250 -3%
TCM
70
TD Capital Management
Tennessee
$9.39M -$282K -4,719 -3%
SWM
71
Spire Wealth Management
Virginia
$9.37M +$9.37M +156,848 New
SP
72
Stablepoint Partners
Massachusetts
$9.29M +$1.64M +27,363 +21%
Citigroup
73
Citigroup
New York
$9.09M -$409K -6,844 -4%
CCP
74
Cassia Capital Partners
North Carolina
$8.99M -$42.5K -711 -0.5%
VWS
75
Virtus Wealth Solutions
New Jersey
$8.83M +$8.83M +147,767 New
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3
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