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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.

New
Increased
Maintained
Reduced
Closed
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 %
IAN
101
Integrated Advisors Network
Texas
$5.44M +$739K +12,391 +16%
SCA
102
Snowden Capital Advisors
New York
$5.38M +$182K +3,043 +4%
MIG
103
McGuire Investment Group
Rhode Island
$5.34M +$396K +6,641 +8%
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$5.3M -$1.92M -32,170 -27%
KC
105
Kinloch Capital
Virginia
$5.21M -$1.14M -19,146 -18%
NW
106
NewEdge Wealth
Pennsylvania
$5.17M -$200K -3,360 -4%
IWC
107
Integrated Wealth Concepts
Massachusetts
$5.09M -$700K -11,746 -12%
GWSG
108
GPS Wealth Strategies Group
Colorado
$5.05M -$505K -8,470 -9%
LIA
109
Luken Investment Analytics
Tennessee
$5.02M -$1.33M -22,313 -21%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$4.9M -$176K -2,951 -3%
TCG
111
Transcendent Capital Group
Oklahoma
$4.79M +$331K +5,548 +7%
AO
112
Advisor OS
Illinois
$4.6M +$775K +13,001 +20%
WP
113
WealthPLAN Partners
Nebraska
$4.58M +$136K +2,289 +3%
AFP
114
Ausdal Financial Partners
Iowa
$4.55M -$131K -2,191 -3%
MSAM
115
Moloney Securities Asset Management
Missouri
$4.54M -$477K -8,006 -10%
TW
116
Towerpoint Wealth
California
$4.48M -$1.1M -18,380 -20%
AAS
117
Ameritas Advisory Services
Nebraska
$4.36M +$292K +4,892 +7%
CFG
118
Citizens Financial Group
Rhode Island
$4.19M -$225K -3,766 -5%
AWA
119
Authentikos Wealth Advisory
California
$4.07M +$3.53M +108,172 +652%
GSC
120
G&S Capital
Colorado
$4.05M +$3.4M +56,885 +525%
EE
121
EWG Elevate
California
$3.91M +$154K +2,590 +4%
TYCC
122
Texas Yale Capital Corp
Florida
$3.84M – – –
AWM
123
Aprio Wealth Management
Georgia
$3.82M -$511K -8,570 -12%
SAM
124
Secure Asset Management
Michigan
$3.75M -$65.3K -1,095 -2%
SF
125
Synovus Financial
Georgia
$3.65M +$130K +2,188 +4%
3 4
5
6 7