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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 %
TYCC
126
Texas Yale Capital Corp
Florida
$3.56M -$295K -4,925 -8%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$3.47M -$187K -3,130 -5%
Ameriprise
128
Ameriprise
Minnesota
$3.3M +$2.11M +35,302 +179%
IWC
129
Integrated Wealth Concepts
Massachusetts
$3.29M -$1.82M -30,422 -36%
PWS
130
Proactive Wealth Strategies
Georgia
$3.28M +$3.28M +54,758 New
TA
131
TKG Advisors
Indiana
$3.26M +$2.49M +41,507 +320%
MOS
132
MGO One Seven
Ohio
$3.21M -$3.18M -53,109 -50%
FCA
133
FinTrust Capital Advisors
South Carolina
$3.17M +$2.26M +37,759 +248%
CWP
134
Core Wealth Partners
California
$3.13M -$2.53M -42,311 -45%
FAIM
135
Financial Advocates Investment Management
Washington
$3.05M +$1.1M +18,444 +57%
GPW
136
Gentry Private Wealth
Kansas
$3.02M -$28.4K -475 -0.9%
KWM
137
Keebeck Wealth Management
Illinois
$2.9M -$67.8K -1,127 -2%
BRWA
138
B. Riley Wealth Advisors
Florida
$2.85M -$644K -10,721 -18%
RA
139
RFG Advisory
Alabama
$2.85M -$345K -5,765 -11%
CWM
140
Cornerstone Wealth Management
Missouri
$2.85M -$23.4K -391 -0.8%
BAM
141
Bellevue Asset Management
Washington
$2.78M -$99.4K -1,660 -3%
AWA
142
Arete Wealth Advisors
Illinois
$2.77M -$121K -2,019 -4%
GLA
143
Good Life Advisors
Pennsylvania
$2.66M +$38.5K +643 +1%
GWANC
144
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.65M -$53.3K -891 -2%
ASN
145
Advisory Services Network
Georgia
$2.65M – – –
AAS
146
Ameritas Advisory Services
Nebraska
$2.48M -$1.9M -31,818 -43%
SA
147
Scarborough Advisors
Maryland
$2.46M +$1.62K +27 +0.1%
SWP
148
Summit Wealth Partners
Florida
$2.43M +$795K +13,274 +49%
WF
149
Welch & Forbes
Massachusetts
$2.39M -$42.7K -714 -2%
GLR
150
Great Lakes Retirement
Ohio
$2.33M +$1.38M +23,039 +146%
4 5
6
7 8