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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 %
RJT
151
Raymond James Trust
Florida
$2.22M -$8.34K -140 -0.4%
VCM
152
Virtue Capital Management
Tennessee
$2.22M -$6.34K -106 -0.3%
AWA
153
Arkadios Wealth Advisors
Georgia
$2.2M +$868K +14,562 +65%
MA
154
Mutual Advisors
Nebraska
$2.16M -$854K -14,251 -28%
BFA
155
Beacon Financial Advisory
Ohio
$2.11M +$751K +12,600 +55%
PS
156
Principal Securities
Iowa
$2.06M -$42.1K -707 -2%
KCFA
157
Key Client Fiduciary Advisors
New Jersey
$2.03M -$582K -9,760 -22%
UCFA
158
United Capital Financial Advisors
Texas
$2.01M -$435K -7,307 -18%
SF
159
Summit Financial
New Jersey
$1.96M +$328K +5,488 +20%
BWA
160
BlueChip Wealth Advisors
Georgia
$1.95M -$199K -3,345 -9%
FAIM
161
Financial Advocates Investment Management
Washington
$1.94M -$2.22M -37,233 -53%
WWA
162
WCG Wealth Advisors
Nevada
$1.92M +$1.92M +32,251 New
PPWP
163
Premier Path Wealth Partners
New Jersey
$1.92M +$1.92M +32,239 New
GWMR
164
GC Wealth Management RIA
Massachusetts
$1.89M +$175K +2,929 +10%
GM
165
GeoWealth Management
Illinois
$1.89M +$204K +3,426 +12%
IAS
166
Insigneo Advisory Services
Florida
$1.88M +$1.88M +31,376 New
CCFM
167
Clear Creek Financial Management
Washington
$1.87M -$15.7K -263 -0.8%
BFEC
168
Benjamin F. Edwards & Company
Missouri
$1.81M -$1.65M -27,714 -48%
CPIG
169
Chicago Partners Investment Group
Illinois
$1.8M -$16.7K -279 -0.9%
QCIG
170
Quad-Cities Investment Group
Iowa
$1.77M -$246K -4,126 -12%
Envestnet Portfolio Solutions
171
Envestnet Portfolio Solutions
Illinois
$1.76M +$525K +8,805 +43%
CPP
172
Capasso Planning Partners
South Carolina
$1.72M -$173K -2,910 -9%
BFA
173
Brown Financial Advisors
Ohio
$1.71M +$1.71M +28,770 New
IWM
174
IHT Wealth Management
Illinois
$1.71M -$135K -2,266 -7%
DWP
175
Daymark Wealth Partners
Ohio
$1.71M +$1.71M +28,650 New
5 6
7
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