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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.

New
Increased
Maintained
Reduced
Closed
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 %
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$8.82M +$1.07M +17,981 +14%
MML Investors Services
77
MML Investors Services
Massachusetts
$8.57M -$1.24M -20,753 -13%
SWA
78
Stratos Wealth Advisors
Ohio
$8.38M -$1.22M -20,435 -13%
SG
79
StoneX Group
New York
$8.28M +$8.28M +138,479 New
Comerica Bank
80
Comerica Bank
Texas
$8.27M +$1.05M +17,592 +15%
SWP
81
Stratos Wealth Partners
Ohio
$8.05M -$2.03M -33,945 -20%
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$7.69M -$5.42M -90,685 -41%
NP
83
Nilsine Partners
Colorado
$7.68M +$16.6K +277 +0.2%
First Trust Advisors
84
First Trust Advisors
Illinois
$7.65M +$3.17M +52,991 +71%
DADC
85
D.A. Davidson & Co
Montana
$7.55M +$1.5M +25,042 +25%
SWM
86
Schwallier Wealth Management
Michigan
$7.4M -$1.99M -33,241 -21%
IFS
87
Ifrah Financial Services
Arkansas
$7.32M +$192K +3,219 +3%
ATPW
88
Ashton Thomas Private Wealth
Arizona
$7.18M +$391K +6,546 +6%
PWA
89
PCG Wealth Advisors
Kansas
$6.99M +$6.29M +105,189 +891%
GCWM
90
Guided Capital Wealth Management
Texas
$6.92M +$6.92M +115,782 New
MA
91
Mutual Advisors
Nebraska
$6.76M +$3.02M +50,397 +81%
EH
92
Equitable Holdings
New York
$6.68M +$660K +11,042 +11%
KPWS
93
Kestra Private Wealth Services
Texas
$6.5M +$208K +3,488 +3%
SA
94
Shilanski & Associates
Alaska
$6.26M -$30.5K -511 -0.5%
NW
95
NewEdge Wealth
Pennsylvania
$6.19M -$77.6K -1,298 -1%
TPWA
96
Twin Peaks Wealth Advisors
California
$6.14M -$261K -4,370 -4%
PVI
97
Pine Valley Investments
New Jersey
$6.12M -$16.4K -274 -0.3%
SPC
98
Sigma Planning Corp
Michigan
$5.86M -$1.4M -23,452 -19%
FF
99
Fairway Financial
Florida
$5.77M +$5.77M +96,609 New
MIG
100
McGuire Investment Group
Rhode Island
$5.77M +$30.6K +512 +0.5%
2 3
4
5 6