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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 %
QC
151
Quadrature Capital
United Kingdom
$2.32M +$2.32M +38,728 New
FCM
152
Family Capital Management
Michigan
$2.26M -$50K -835 -2%
RJT
153
Raymond James Trust
Florida
$2.2M -$30.8K -514 -1%
CPA
154
Clear Point Advisors
New York
$2.2M -$61.5K -1,028 -3%
SI
155
Stephens Inc
Arkansas
$2.19M -$209K -3,489 -9%
GM
156
GeoWealth Management
Illinois
$2.19M +$291K +4,865 +15%
GWMR
157
GC Wealth Management RIA
Massachusetts
$2.19M +$291K +4,865 +15%
PS
158
Principal Securities
Iowa
$2.15M +$77.4K +1,293 +4%
BFA
159
Beacon Financial Advisory
Ohio
$2.14M +$25.9K +433 +1%
FHC
160
First Heartland Consultants
Missouri
$2.14M – – –
KCFA
161
Key Client Fiduciary Advisors
New Jersey
$2.09M +$55.7K +930 +3%
AWA
162
Arkadios Wealth Advisors
Georgia
$2.06M -$152K -2,531 -7%
AWM
163
AE Wealth Management
Kansas
$2.02M +$851K +14,211 +73%
PTC
164
Private Trust Company
Ohio
$1.98M -$297K -4,964 -13%
PPWP
165
Premier Path Wealth Partners
New Jersey
$1.98M +$50.3K +840 +3%
SF
166
Summit Financial
New Jersey
$1.94M -$22.8K -379 -1%
WWA
167
WCG Wealth Advisors
Nevada
$1.91M -$17.4K -290 -0.9%
GSC
168
G&S Capital
Colorado
$1.89M -$2.17M -36,187 -53%
VF
169
VitalStone Financial
Texas
$1.88M +$1.73M +28,928 +1,167%
BWA
170
BlueChip Wealth Advisors
Georgia
$1.88M -$75.9K -1,268 -4%
IAS
171
Insigneo Advisory Services
Florida
$1.88M – – –
KWS
172
Keystone Wealth Services
California
$1.84M +$209K +3,496 +13%
LSA
173
Lion Street Advisors
Texas
$1.81M +$406K +6,787 +29%
BFA
174
Brown Financial Advisors
Ohio
$1.8M +$80.7K +1,348 +5%
P
175
&Partners
Tennessee
$1.79M +$1.79M +30,324 New
5 6
7
8 9