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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 %
SFS
126
Sowell Financial Services
Arkansas
$4.52M -$1.78M -29,887 -28%
WP
127
WealthPLAN Partners
Nebraska
$4.49M +$44.3K +742 +1%
SCM
128
Sebold Capital Management
Illinois
$4.48M +$127K +2,125 +3%
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$4.46M -$991K -16,609 -18%
WI
130
Wintrust Investments
Illinois
$4.35M -$674K -11,304 -13%
CFG
131
Citizens Financial Group
Rhode Island
$4.35M +$49.8K +834 +1%
UCFA
132
United Capital Financial Advisors
Texas
$4.3M -$8.69M -145,734 -67%
SP
133
Stablepoint Partners
Massachusetts
$4.19M +$4.19M +70,214 New
KC
134
Kinloch Capital
Virginia
$4.17M -$247K -4,138 -6%
TYCC
135
Texas Yale Capital Corp
Florida
$4M – – –
TFP
136
Traction Financial Partners
Wyoming
$3.88M +$3.88M +65,002 New
TI
137
tru Independence
Oregon
$3.87M +$2.11M +35,327 +120%
OMC
138
Old Mission Capital
Illinois
$3.85M +$2.8M +46,993 +267%
SWA
139
Stratos Wealth Advisors
Ohio
$3.85M +$348K +5,826 +10%
IWC
140
Integrated Wealth Concepts
Massachusetts
$3.82M -$14M -234,005 -79%
GSC
141
G&S Capital
Colorado
$3.79M +$660K +11,069 +21%
LCM
142
Lunt Capital Management
Utah
$3.76M -$2.45M -41,059 -39%
IAN
143
Integrated Advisors Network
Texas
$3.7M +$2.59M +43,445 +234%
FAIM
144
Financial Advocates Investment Management
Washington
$3.66M -$489K -8,255 -12%
EE
145
EWG Elevate
California
$3.57M +$318K +5,334 +10%
RA
146
RFG Advisory
Alabama
$3.49M -$19K -318 -0.5%
IWA
147
Inspirion Wealth Advisors
Illinois
$3.48M -$477K -7,994 -12%
FGA
148
Fortis Group Advisors
New Jersey
$3.44M – – –
IA
149
IFG Advisory
Georgia
$3.41M -$2.14M -35,829 -39%
CRWM
150
Castle Rock Wealth Management
California
$3.4M -$259K -4,338 -7%
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