FTSM icon

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 %
MOS
101
MGO One Seven
Ohio
$6.68M -$4.77M -80,021 -42%
CCIA
102
Cherry Creek Investment Advisors
Colorado
$6.65M -$332K -5,559 -5%
IFS
103
Ifrah Financial Services
Arkansas
$6.33M +$8.53K +143 +0.1%
WWA
104
WCG Wealth Advisors
Nevada
$6.28M -$5.14M -86,155 -45%
SA
105
Shilanski & Associates
Alaska
$6.17M -$1.02M -17,050 -14%
NW
106
NewEdge Wealth
Pennsylvania
$6.11M -$924K -15,487 -13%
TC
107
TownSquare Capital
Utah
$6.01M -$3.19M -53,421 -35%
GWSG
108
GPS Wealth Strategies Group
Colorado
$5.96M +$643K +10,782 +12%
IA
109
Insight Advisors
Pennsylvania
$5.78M +$30.1K +505 +0.5%
SWP
110
Stratos Wealth Partners
Ohio
$5.77M -$250K -4,196 -4%
SPC
111
Sigma Planning Corp
Michigan
$5.61M -$6.95M -116,510 -55%
TW
112
Towerpoint Wealth
California
$5.46M +$37K +620 +0.7%
CWP
113
Core Wealth Partners
California
$5.36M +$427K +7,163 +9%
MSAM
114
Moloney Securities Asset Management
Missouri
$5.31M +$768K +12,869 +17%
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$5.29M +$5.29M +88,713 New
DADC
116
D.A. Davidson & Co
Montana
$5.28M -$111K -1,867 -2%
SCA
117
Snowden Capital Advisors
New York
$5.01M -$634K -10,633 -11%
IWM
118
Iams Wealth Management
Nebraska
$5.01M +$2.84M +47,542 +130%
MI
119
Motiv8 Investments
Florida
$4.89M +$4.89M +81,943 New
FCM
120
Family Capital Management
Michigan
$4.74M -$2.64M -44,227 -36%
TCG
121
Transcendent Capital Group
Oklahoma
$4.67M +$4.67M +78,202 New
AAS
122
Ameritas Advisory Services
Nebraska
$4.65M -$5.49M -92,048 -54%
TA
123
TKG Advisors
Indiana
$4.64M +$2.9M +48,590 +166%
ASN
124
Advisory Services Network
Georgia
$4.63M -$119K -1,998 -3%
FHA
125
Flagship Harbor Advisors
Massachusetts
$4.54M +$624K +10,456 +16%
3 4
5
6 7