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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

395 hedge funds and large institutions have $5.03B invested in First Trust Enhanced Short Maturity ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 128 increasing their positions, 201 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-19
Holders Change %
-4.59%
% of All Funds
5.73%
Holding in Top 10
32
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-27.27%
% of All Funds
0.46%
New
30
Increased
128
Reduced
201
Closed
43
Calls
$28K
Puts
–
Net Calls
+$28K
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$96.2M
2
BI
2
Bramshill Investments
Florida
$67.1M
3
Jane Street
3
Jane Street
New York
$42.1M
4
GAA
4
Global Assets Advisory
Florida
$13.1M
5
HAFG
5
Hansen & Associates Financial Group
California
$47.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$792M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$67.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$132M
4
Wells Fargo
4
Wells Fargo
California
$487M
5
LPL Financial
5
LPL Financial
California
$479M
Name Holding Trade Value Shares
Change 		Shares
Change %
AO
126
Advisor OS
Illinois
$3.82M +$2.26M +37,834 +144%
SAM
127
Secure Asset Management
Michigan
$3.82M +$497K +8,336 +15%
TNBTD
128
Trustmark National Bank Trust Department
Mississippi
$3.81M -$5.48M -91,939 -59%
EE
129
EWG Elevate
California
$3.76M +$195K +3,265 +5%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$3.65M -$808K -13,549 -18%
IA
131
IFG Advisory
Georgia
$3.63M +$220K +3,694 +6%
SF
132
Synovus Financial
Georgia
$3.52M +$475K +7,961 +16%
BFEC
133
Benjamin F. Edwards & Company
Missouri
$3.46M +$1.81M +30,319 +109%
WI
134
Wintrust Investments
Illinois
$3.39M -$960K -16,110 -22%
RA
135
RFG Advisory
Alabama
$3.35M -$135K -2,271 -4%
CRWM
136
Castle Rock Wealth Management
California
$3.28M -$112K -1,876 -3%
IAIM
137
International Assets Investment Management
Florida
$3.28M +$290K +4,866 +10%
MA
138
Mutual Advisors
Nebraska
$3M -$345K -5,787 -10%
KWM
139
Keebeck Wealth Management
Illinois
$2.97M – – –
SI
140
Stephens Inc
Arkansas
$2.92M – – –
BAM
141
Bellevue Asset Management
Washington
$2.8M -$843K -14,137 -23%
NW
142
Naviter Wealth
Arkansas
$2.77M -$8.56M -143,005 -76%
CWM
143
Cornerstone Wealth Management
Missouri
$2.76M -$166K -2,786 -6%
KCFA
144
Key Client Fiduciary Advisors
New Jersey
$2.61M +$149K +2,491 +6%
GLA
145
Good Life Advisors
Pennsylvania
$2.61M -$219K -3,666 -8%
AA
146
Advisory Alpha
Michigan
$2.59M +$2.59M +43,475 New
FCM
147
Family Capital Management
Michigan
$2.55M -$2.18M -36,638 -46%
FHC
148
First Heartland Consultants
Missouri
$2.52M +$896K +15,033 +55%
SA
149
Scarborough Advisors
Maryland
$2.51M -$63.9K -1,072 -2%
GWANC
150
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.46M -$95.2K -1,597 -4%
4 5
6
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