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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 %
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$3.64M -$6.97K -117 -0.2%
TNBTD
127
Trustmark National Bank Trust Department
Mississippi
$3.63M -$182K -3,046 -5%
CRWM
128
Castle Rock Wealth Management
California
$3.58M +$302K +5,070 +9%
BRWA
129
B. Riley Wealth Advisors
Florida
$3.48M -$5M -83,560 -59%
RA
130
RFG Advisory
Alabama
$3.18M -$172K -2,880 -5%
IAIM
131
International Assets Investment Management
Florida
$3.09M -$183K -3,068 -6%
GPW
132
Gentry Private Wealth
Kansas
$3.03M +$3.03M +50,914 New
KWM
133
Keebeck Wealth Management
Illinois
$2.96M -$10.2K -170 -0.3%
WI
134
Wintrust Investments
Illinois
$2.88M -$506K -8,493 -15%
AWA
135
Arete Wealth Advisors
Illinois
$2.88M +$528K +8,861 +22%
BAM
136
Bellevue Asset Management
Washington
$2.87M +$69.6K +1,167 +2%
CWM
137
Cornerstone Wealth Management
Missouri
$2.86M +$97.4K +1,635 +4%
PAG
138
Private Advisory Group
Washington
$2.75M +$2.75M +46,146 New
GWANC
139
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.7M +$236K +3,961 +10%
ASN
140
Advisory Services Network
Georgia
$2.65M -$1.56M -26,162 -37%
NW
141
Naviter Wealth
Arkansas
$2.62M -$153K -2,555 -6%
GLA
142
Good Life Advisors
Pennsylvania
$2.61M -$1.67K -28 -0.1%
IA
143
IFG Advisory
Georgia
$2.48M -$1.15M -19,288 -32%
SA
144
Scarborough Advisors
Maryland
$2.45M -$58.2K -977 -2%
WF
145
Welch & Forbes
Massachusetts
$2.42M -$29.1K -489 -1%
SI
146
Stephens Inc
Arkansas
$2.39M -$522K -8,757 -18%
FCM
147
Family Capital Management
Michigan
$2.3M -$248K -4,156 -10%
PTC
148
Private Trust Company
Ohio
$2.27M +$1M +16,782 +79%
CICC
149
Capital Investment Counsel (Colorado)
Colorado
$2.26M +$89.5K +1,501 +4%
CPA
150
Clear Point Advisors
New York
$2.25M +$110K +1,854 +5%
4 5
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