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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

414 hedge funds and large institutions have $6.23B invested in First Trust Enhanced Short Maturity ETF in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 109 increasing their positions, 208 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+26
Holders Change %
+6.7%
% of All Funds
6.07%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
0.65%
New
61
Increased
109
Reduced
208
Closed
33
Calls
$28K
Puts
–
Net Calls
+$28K
Net Calls Change
+$28K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.67B
2
First Trust Advisors
2
First Trust Advisors
Illinois
$103M
3
CAS
3
Coppell Advisory Solutions
Texas
$53.5M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$77.5M
5
GWM
5
GDS Wealth Management
Texas
$23.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$516M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$162M
3
Bank of America
3
Bank of America
North Carolina
$203M
4
Stifel Financial
4
Stifel Financial
Missouri
$56.5M
5
SAM
5
Synergy Asset Management
Washington
$9.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
76
Mainsail Financial Group
Washington
$10.1M +$117K +1,959 +1%
JIP
77
Jaffetilchin Investment Partners
Florida
$10.1M +$2M +33,604 +25%
FIA
78
Foundations Investment Advisors
Arizona
$9.95M -$1.3M -21,816 -12%
SAM
79
Synergy Asset Management
Washington
$9.95M -$16.5M -276,721 -62%
LIA
80
Luken Investment Analytics
Tennessee
$9.66M +$3.58M +60,000 +59%
WWM
81
Western Wealth Management
Colorado
$9.61M +$2.23M +37,449 +30%
SLWA
82
San Luis Wealth Advisors
California
$9.48M -$4.73M -79,326 -33%
EA
83
Ellsworth Advisors
Ohio
$9.47M +$278K +4,658 +3%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$9.43M +$3.59M +60,137 +61%
MML Investors Services
85
MML Investors Services
Massachusetts
$9.39M -$10M -168,142 -52%
TNBTD
86
Trustmark National Bank Trust Department
Mississippi
$9.3M -$299K -5,010 -3%
Jane Street
87
Jane Street
New York
$9.2M -$6.34M -106,245 -41%
JPMorgan Chase & Co
88
JPMorgan Chase & Co
New York
$9.19M +$8.98M +150,462 +4,156%
CAM
89
Creekmur Asset Management
Illinois
$8.94M +$8.94M +149,806 New
BI
90
Bramshill Investments
Florida
$8.66M +$8.66M +145,124 New
LRWA
91
Long Run Wealth Advisors
New York
$8.27M -$186K -3,124 -2%
ATPW
92
Ashton Thomas Private Wealth
Arizona
$8.25M +$710K +11,893 +9%
NP
93
Nilsine Partners
Colorado
$8.15M -$398K -6,678 -5%
PFG
94
Prosperity Financial Group
California
$7.59M +$17.1K +287 +0.2%
SMF
95
Sterling Manor Financial
New York
$7.55M +$3.68M +61,692 +95%
Comerica Bank
96
Comerica Bank
Texas
$7.52M -$121K -2,027 -2%
BRWA
97
B. Riley Wealth Advisors
Florida
$7.28M -$1.18M -19,779 -14%
TPWA
98
Twin Peaks Wealth Advisors
California
$7.22M +$7.22M +121,040 New
EH
99
Equitable Holdings
New York
$6.81M +$77K +1,290 +1%
Millennium Management
100
Millennium Management
New York
$6.78M -$820K -13,751 -11%
2 3
4
5 6