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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

397 hedge funds and large institutions have $4.63B invested in First Trust Enhanced Short Maturity ETF in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 118 increasing their positions, 198 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+7
Holders Change %
+1.79%
% of All Funds
5.74%
Holding in Top 10
28
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.15%
% of All Funds
0.41%
New
48
Increased
118
Reduced
198
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
1
GDS Wealth Management
Texas
$88.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$21.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$737M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$13.1M
5
BI
5
Bramshill Investments
Florida
$88.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$457M
2
UBS Group
2
UBS Group
Switzerland
$205M
3
Bank of America
3
Bank of America
North Carolina
$158M
4
HIS
4
Harvest Investment Services
Illinois
$13M
5
Jane Street
5
Jane Street
New York
$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSAM
101
Moloney Securities Asset Management
Missouri
$5.37M +$807K +13,477 +18%
WIM
102
WealthPlan Investment Management
Nebraska
$5M +$5M +83,455 New
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$4.93M – – –
GVAG
104
Great Valley Advisor Group
Delaware
$4.59M +$4.59M +76,711 New
TW
105
Towerpoint Wealth
California
$4.52M +$19.7K +329 +0.4%
First Trust Advisors
106
First Trust Advisors
Illinois
$4.49M -$6.7M -111,833 -60%
GWSG
107
GPS Wealth Strategies Group
Colorado
$4.47M -$608K -10,163 -12%
AO
108
Advisor OS
Illinois
$4.47M -$149K -2,492 -3%
KC
109
Kinloch Capital
Virginia
$4.47M -$768K -12,827 -15%
BEI
110
Benjamin Edwards Inc
Missouri
$4.37M +$4.28M +71,562 +5,001%
EFG
111
Elios Financial Group
Ohio
$4.37M +$4.37M +72,934 New
SF
112
Synovus Financial
Georgia
$4.36M +$690K +11,522 +19%
SCA
113
Snowden Capital Advisors
New York
$4.21M -$1.19M -19,866 -22%
CFG
114
Citizens Financial Group
Rhode Island
$4.18M -$24.2K -403 -0.6%
AFP
115
Ausdal Financial Partners
Iowa
$4.07M -$508K -8,489 -11%
IAN
116
Integrated Advisors Network
Texas
$4.05M -$1.41M -23,530 -26%
EE
117
EWG Elevate
California
$3.97M +$42.4K +709 +1%
SAM
118
Secure Asset Management
Michigan
$3.93M +$162K +2,700 +4%
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
$3.84M -$1.49M -24,865 -28%
AWM
120
Aprio Wealth Management
Georgia
$3.79M -$42.8K -715 -1%
FFA
121
Farther Finance Advisors
California
$3.77M +$2.55M +42,607 +210%
MA
122
Mutual Advisors
Nebraska
$3.75M +$1.59M +26,517 +74%
LIA
123
Luken Investment Analytics
Tennessee
$3.68M -$1.36M -22,785 -27%
CRWM
124
Castle Rock Wealth Management
California
$3.65M +$52.8K +881 +1%
TNBTD
125
Trustmark National Bank Trust Department
Mississippi
$3.64M -$3.11K -52 -0.1%
3 4
5
6 7