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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 %
GIA
76
Gladstone Institutional Advisory
Florida
$9.5M -$1.21M -20,311 -11%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$9.45M +$409K +6,864 +5%
CCP
78
Cassia Capital Partners
North Carolina
$9.44M -$23.1K -388 -0.2%
MML Investors Services
79
MML Investors Services
Massachusetts
$9.43M -$587K -9,845 -6%
SMF
80
Sterling Manor Financial
New York
$9.15M +$116K +1,946 +1%
Corient Private Wealth
81
Corient Private Wealth
Florida
$9.02M -$230K -3,854 -2%
SAM
82
Synergy Asset Management
Washington
$9.02M +$607K +10,186 +7%
ATPW
83
Ashton Thomas Private Wealth
Arizona
$8.95M +$512K +8,593 +6%
SWM
84
Schwallier Wealth Management
Michigan
$8.88M -$2.05M -34,363 -19%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$8.21M -$1.89M -31,656 -19%
NP
86
Nilsine Partners
Colorado
$7.72M -$57.6K -967 -0.7%
FIA
87
Foundations Investment Advisors
Arizona
$7.17M -$1.23M -20,720 -15%
IFS
88
Ifrah Financial Services
Arkansas
$6.86M +$174K +2,916 +3%
TPWA
89
Twin Peaks Wealth Advisors
California
$6.85M -$1.13M -19,003 -14%
SP
90
Stablepoint Partners
Massachusetts
$6.47M +$1.61M +26,910 +33%
SA
91
Shilanski & Associates
Alaska
$6.37M +$96.1K +1,613 +2%
MOS
92
MGO One Seven
Ohio
$6.36M +$51.9K +870 +0.8%
Comerica Bank
93
Comerica Bank
Texas
$6.08M -$1.31M -22,045 -18%
DADC
94
D.A. Davidson & Co
Montana
$5.91M -$72.5K -1,217 -1%
EH
95
Equitable Holdings
New York
$5.88M -$394K -6,603 -6%
IA
96
Insight Advisors
Pennsylvania
$5.68M +$9.6K +161 +0.2%
CWP
97
Core Wealth Partners
California
$5.64M -$414K -6,951 -7%
SCM
98
Sebold Capital Management
Illinois
$5.63M +$661K +11,096 +13%
SWP
99
Stratos Wealth Partners
Ohio
$5.57M +$173K +2,910 +3%
SFS
100
Sowell Financial Services
Arkansas
$5.45M -$365K -6,101 -6%
2 3
4
5 6