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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.

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 %
IA
101
Insight Advisors
Pennsylvania
$5.65M -$158K -2,638 -3%
MSAM
102
Moloney Securities Asset Management
Missouri
$5.61M +$254K +4,252 +5%
WIM
103
WealthPlan Investment Management
Nebraska
$5.45M +$459K +7,687 +9%
SCM
104
Sebold Capital Management
Illinois
$5.42M -$156K -2,603 -3%
CAM
105
Concorde Asset Management
Michigan
$5.18M +$5.18M +86,737 New
AC
106
Avestar Capital
New York
$5.14M -$2.23M -37,337 -30%
SF
107
Synovus Financial
Georgia
$4.84M +$491K +8,210 +11%
KC
108
Kinloch Capital
Virginia
$4.83M +$366K +6,122 +8%
PSFG
109
Park Square Financial Group
Georgia
$4.75M +$4.75M +79,475 New
GVAG
110
Great Valley Advisor Group
Delaware
$4.67M +$86.6K +1,449 +2%
AFP
111
Ausdal Financial Partners
Iowa
$4.27M +$213K +3,565 +5%
BEI
112
Benjamin Edwards Inc
Missouri
$4.24M -$126K -2,101 -3%
CFG
113
Citizens Financial Group
Rhode Island
$4.23M +$66.5K +1,113 +2%
CW
114
CreativeOne Wealth
Kansas
$4.17M +$3.12M +52,248 +298%
MP
115
Moment Partners
California
$4.15M +$4.15M +69,438 New
EE
116
EWG Elevate
California
$4.14M +$175K +2,924 +4%
SAM
117
Secure Asset Management
Michigan
$4.11M +$192K +3,219 +5%
SCA
118
Snowden Capital Advisors
New York
$4.07M -$122K -2,033 -3%
MOS
119
MGO One Seven
Ohio
$3.99M +$786K +13,149 +25%
CRWM
120
Castle Rock Wealth Management
California
$3.98M +$326K +5,441 +9%
AWM
121
Aprio Wealth Management
Georgia
$3.96M +$178K +2,971 +5%
AAP
122
Arax Advisory Partners
Colorado
$3.87M +$3.87M +64,681 New
IAN
123
Integrated Advisors Network
Texas
$3.87M -$180K -3,011 -4%
AO
124
Advisor OS
Illinois
$3.84M -$617K -10,319 -14%
AAS
125
Ameritas Advisory Services
Nebraska
$3.77M +$1.3M +21,682 +52%
3 4
5
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