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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 %
MA
151
Mutual Advisors
Nebraska
$3.34M +$143K +2,403 +4%
SAM
152
Secure Asset Management
Michigan
$3.32M -$103K -1,734 -3%
GWA
153
Gratus Wealth Advisors
Virginia
$3.22M +$3.22M +53,971 New
AFP
154
Ausdal Financial Partners
Iowa
$3.18M +$1.68M +28,091 +112%
OIA
155
OneDigital Investment Advisors
Kansas
$3.07M -$382K -6,406 -11%
SF
156
Synovus Financial
Georgia
$3.05M -$4.18M -70,107 -58%
WFS
157
Weitzel Financial Services
Iowa
$3.03M -$325K -5,438 -10%
IAIM
158
International Assets Investment Management
Florida
$2.99M -$1.7M -28,525 -36%
KWM
159
Keebeck Wealth Management
Illinois
$2.96M -$423K -7,085 -12%
CWM
160
Cornerstone Wealth Management
Missouri
$2.93M -$17.5K -294 -0.6%
SI
161
Stephens Inc
Arkansas
$2.92M -$695K -11,643 -19%
DI
162
DFPG Investments
Utah
$2.86M +$50.1K +839 +2%
TA
163
TrueWealth Advisors
Alabama
$2.83M -$1.1M -18,357 -28%
GLA
164
Good Life Advisors
Pennsylvania
$2.83M +$258K +4,331 +10%
VCM
165
Virtue Capital Management
Tennessee
$2.83M +$140K +2,338 +5%
WF
166
Welch & Forbes
Massachusetts
$2.74M -$673K -11,286 -20%
SF
167
Symphony Financial
Texas
$2.66M -$1.35M -22,647 -34%
SA
168
Scarborough Advisors
Maryland
$2.57M -$430K -7,207 -14%
PS
169
Principal Securities
Iowa
$2.56M +$2.56M +42,891 New
GWANC
170
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.56M -$179K -2,999 -7%
KCFA
171
Key Client Fiduciary Advisors
New Jersey
$2.46M -$138K -2,309 -5%
MWM
172
Meridian Wealth Management
Kentucky
$2.34M +$1.97M +32,961 +527%
PWA
173
PCG Wealth Advisors
Kansas
$2.28M -$1.29M -21,593 -36%
ARC
174
Advisor Resource Council
Texas
$2.28M +$2.28M +38,171 New
National Bank of Canada
175
National Bank of Canada
Quebec, Canada
$2.25M -$5.93M -99,300 -72%
5 6
7
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