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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.

New
Increased
Maintained
Reduced
Closed
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 %
CWM
126
Cornerstone Wealth Management
Missouri
$3.75M +$911K +15,236 +32%
TW
127
Towerpoint Wealth
California
$3.72M -$792K -13,255 -18%
TNBTD
128
Trustmark National Bank Trust Department
Mississippi
$3.66M +$21.6K +361 +0.6%
CF
129
Claris Financial
Virginia
$3.64M +$3.64M +60,876 New
IWC
130
Integrated Wealth Concepts
Massachusetts
$3.58M +$301K +5,028 +9%
FAIM
131
Financial Advocates Investment Management
Washington
$3.54M +$496K +8,295 +16%
FIA
132
Foundations Investment Advisors
Arizona
$3.45M -$2.88M -48,121 -45%
PWS
133
Proactive Wealth Strategies
Georgia
$3.41M +$140K +2,344 +4%
TYCC
134
Texas Yale Capital Corp
Florida
$3.4M -$161K -2,700 -5%
CPP
135
Capasso Planning Partners
South Carolina
$3.36M +$1.63M +27,315 +95%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$3.36M -$110K -1,836 -3%
LIA
137
Luken Investment Analytics
Tennessee
$3.34M -$331K -5,546 -9%
GSWM
138
Golden State Wealth Management
California
$3.32M +$3.32M +55,618 New
SWP
139
Summit Wealth Partners
Florida
$3.25M +$824K +13,779 +34%
IAIM
140
International Assets Investment Management
Florida
$3.12M +$3.12M +52,109 New
IWM
141
IMG Wealth Management
Florida
$3.07M +$3.07M +51,430 New
GPW
142
Gentry Private Wealth
Kansas
$2.99M -$24.6K -411 -0.8%
BNP Paribas Financial Markets
143
BNP Paribas Financial Markets
France
$2.9M -$937K -15,677 -24%
TA
144
TKG Advisors
Indiana
$2.9M -$370K -6,169 -11%
CWP
145
Core Wealth Partners
California
$2.89M -$235K -3,930 -8%
P
146
&Partners
Tennessee
$2.86M +$1.06M +17,904 +59%
GWANC
147
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.79M +$136K +2,283 +5%
LSIA
148
LaSalle St. Investment Advisors
Illinois
$2.66M +$2.45M +41,037 +1,197%
GWSG
149
GPS Wealth Strategies Group
Colorado
$2.65M -$1.81M -30,364 -41%
RA
150
RFG Advisory
Alabama
$2.63M -$215K -3,596 -8%
4 5
6
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