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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 %
ZI
151
ZEGA Investments
Florida
$2.62M +$2.62M +43,627 New
AWA
152
Arete Wealth Advisors
Illinois
$2.57M -$195K -3,254 -7%
SH
153
SLT Holdings
Arizona
$2.51M +$2.51M +42,009 New
PS
154
Principal Securities
Iowa
$2.47M +$324K +5,424 +15%
GRP
155
Global Retirement Partners
California
$2.41M +$1.86M +31,131 +340%
GLR
156
Great Lakes Retirement
Ohio
$2.38M +$61K +1,020 +3%
IA
157
IFG Advisory
Georgia
$2.38M +$800K +13,391 +51%
IAS
158
Insigneo Advisory Services
Florida
$2.35M +$478K +8,000 +25%
WF
159
Welch & Forbes
Massachusetts
$2.25M -$137K -2,290 -6%
BRWA
160
B. Riley Wealth Advisors
Florida
$2.24M -$601K -10,057 -21%
CPA
161
Clear Point Advisors
New York
$2.2M +$3.23K +54 +0.1%
BFA
162
Beacon Financial Advisory
Ohio
$2.19M +$48.1K +805 +2%
FCM
163
Family Capital Management
Michigan
$2.18M -$81.6K -1,365 -4%
GM
164
GeoWealth Management
Illinois
$2.15M -$32.5K -543 -1%
GWMR
165
GC Wealth Management RIA
Massachusetts
$2.15M -$32.5K -543 -1%
BWA
166
BlueChip Wealth Advisors
Georgia
$2.15M +$277K +4,638 +15%
KCFA
167
Key Client Fiduciary Advisors
New Jersey
$2.14M +$54.1K +905 +3%
BPA
168
Beacon Pointe Advisors
California
$2.14M +$1.25M +20,897 +140%
FHC
169
First Heartland Consultants
Missouri
$2.14M – – –
PTC
170
Private Trust Company
Ohio
$2.03M +$51.9K +869 +3%
BAS
171
Brueske Advisory Services
Washington
$2M +$2M +33,414 New
SF
172
Summit Financial
New Jersey
$1.98M +$49.6K +830 +3%
PPWP
173
Premier Path Wealth Partners
New Jersey
$1.97M -$3.89K -65 -0.2%
LSA
174
Lion Street Advisors
Texas
$1.95M +$139K +2,333 +8%
WWA
175
WCG Wealth Advisors
Nevada
$1.94M +$32.6K +545 +2%
5 6
7
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