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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 %
BFA
176
Beacon Financial Advisory
Ohio
$2.21M +$933K +15,645 +73%
AWM
177
Aprio Wealth Management
Georgia
$2.2M +$918K +15,391 +72%
RJT
178
Raymond James Trust
Florida
$2.2M -$23.4K -393 -1%
HFP
179
Holistic Financial Partners
Indiana
$2.17M +$1.32M +22,193 +156%
BWA
180
BlueChip Wealth Advisors
Georgia
$2.15M +$2.15M +36,022 New
CA
181
Continuum Advisory
Idaho
$2.13M -$398K -6,669 -16%
QCIG
182
Quad-Cities Investment Group
Iowa
$2.05M -$34K -570 -2%
SG
183
Strid Group
Pennsylvania
$2.02M -$137K -2,294 -6%
IWM
184
IHT Wealth Management
Illinois
$2M -$956K -16,024 -32%
IGWM
185
ICA Group Wealth Management
Colorado
$1.94M -$343K -5,751 -15%
PAG
186
Private Advisory Group
Washington
$1.92M -$1.32M -22,183 -41%
AWM
187
Apollon Wealth Management
South Carolina
$1.89M -$217K -3,644 -10%
CAM
188
Concorde Asset Management
Michigan
$1.89M +$1.89M +31,656 New
AWA
189
Arete Wealth Advisors
Illinois
$1.87M +$1.87M +31,406 New
IWN
190
Independent Wealth Network
Iowa
$1.87M +$724K +12,128 +63%
GWM
191
Gray Wealth Management
Maine
$1.84M -$248K -4,152 -12%
MCM
192
Monument Capital Management
Virginia
$1.83M -$470K -7,878 -20%
GWP
193
Gateway Wealth Partners
Wisconsin
$1.8M -$295K -4,951 -14%
Betterment LLC
194
Betterment LLC
New York
$1.75M +$163K +2,740 +10%
1IA
195
1834 Investment Advisors
Wisconsin
$1.72M -$212K -3,550 -11%
CPIG
196
Chicago Partners Investment Group
Illinois
$1.68M -$126K -2,102 -7%
BFEC
197
Benjamin F. Edwards & Company
Missouri
$1.65M +$326K +5,463 +25%
TI
198
Tidal Investments
Wisconsin
$1.65M -$818K -13,707 -33%
BAM
199
Bellevue Asset Management
Washington
$1.65M +$335K +12,433 +26%
ACA
200
Ascension Capital Advisors
Texas
$1.63M – – –
6 7
8
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