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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 %
WF
151
Welch & Forbes
Massachusetts
$2.45M -$283K -4,747 -10%
UCFA
152
United Capital Financial Advisors
Texas
$2.45M -$1.85M -30,961 -43%
OIA
153
OneDigital Investment Advisors
Kansas
$2.4M -$671K -11,259 -22%
AWA
154
Arete Wealth Advisors
Illinois
$2.35M +$478K +8,014 +26%
FGA
155
Fortis Group Advisors
New Jersey
$2.27M -$1.17M -19,666 -34%
RJT
156
Raymond James Trust
Florida
$2.23M +$36.8K +617 +2%
VCM
157
Virtue Capital Management
Tennessee
$2.22M -$612K -10,249 -22%
CICC
158
Capital Investment Counsel (Colorado)
Colorado
$2.17M +$1.06M +17,753 +95%
SLWA
159
San Luis Wealth Advisors
California
$2.15M -$7.33M -122,894 -77%
BWA
160
BlueChip Wealth Advisors
Georgia
$2.15M -$835 -14 -0%
CPA
161
Clear Point Advisors
New York
$2.14M +$968K +16,228 +82%
PS
162
Principal Securities
Iowa
$2.1M -$453K -7,604 -18%
QCIG
163
Quad-Cities Investment Group
Iowa
$2.02M -$34.6K -580 -2%
SF
164
Symphony Financial
Texas
$1.99M -$663K -11,127 -25%
HFP
165
Holistic Financial Partners
Indiana
$1.97M -$202K -3,383 -9%
CPP
166
Capasso Planning Partners
South Carolina
$1.89M +$1.89M +31,754 New
CCFM
167
Clear Creek Financial Management
Washington
$1.89M +$760K +12,739 +67%
IWM
168
IHT Wealth Management
Illinois
$1.84M -$151K -2,536 -8%
SWP
169
Summit Wealth Partners
Florida
$1.83M +$255K +4,273 +16%
CPIG
170
Chicago Partners Investment Group
Illinois
$1.81M +$132K +2,217 +8%
CAM
171
Concorde Asset Management
Michigan
$1.81M -$80.9K -1,357 -4%
GWMR
172
GC Wealth Management RIA
Massachusetts
$1.72M +$1.72M +28,794 New
1IA
173
1834 Investment Advisors
Wisconsin
$1.7M -$23.8K -400 -1%
GM
174
GeoWealth Management
Illinois
$1.69M +$1.69M +28,297 New
IWA
175
Inspirion Wealth Advisors
Illinois
$1.69M -$1.79M -30,070 -52%
5 6
7
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