FTSM icon

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 %
GWM
176
Gray Wealth Management
Maine
$1.68M -$162K -2,721 -9%
WFS
177
Weitzel Financial Services
Iowa
$1.67M -$1.36M -22,804 -45%
GWP
178
Gateway Wealth Partners
Wisconsin
$1.66M -$142K -2,376 -8%
PWA
179
PCG Wealth Advisors
Kansas
$1.65M -$626K -10,502 -27%
TI
180
Tidal Investments
Wisconsin
$1.64M -$11.7K -197 -0.7%
SF
181
Summit Financial
New Jersey
$1.63M +$1.16M +19,448 +251%
ACA
182
Ascension Capital Advisors
Texas
$1.62M – – –
CCM
183
Condor Capital Management
New Jersey
$1.59M – – –
IGWM
184
ICA Group Wealth Management
Colorado
$1.54M -$395K -6,626 -20%
SG
185
Strid Group
Pennsylvania
$1.54M -$483K -8,099 -24%
WS
186
Wedbush Securities
California
$1.52M +$264K +4,437 +21%
MCM
187
Monument Capital Management
Virginia
$1.5M -$334K -5,604 -18%
AWM
188
AE Wealth Management
Kansas
$1.48M -$16.2M -272,206 -92%
BCP
189
Blackhawk Capital Partners
Wisconsin
$1.48M +$1.48M +24,775 New
CA
190
Continuum Advisory
Idaho
$1.47M -$668K -11,188 -31%
RCAG
191
Rehmann Capital Advisory Group
Michigan
$1.45M -$12.8K -215 -0.9%
LA
192
Latitude Advisors
Florida
$1.45M -$119K -1,990 -8%
WEG
193
World Equity Group
Illinois
$1.44M +$228K +3,827 +19%
3F
194
360 Financial
Minnesota
$1.43M -$115K -1,927 -7%
T
195
Tidemark
California
$1.38M +$89.6K +1,503 +7%
PPWM
196
Paragon Private Wealth Management
Kentucky
$1.37M -$12.2K -204 -0.9%
SOS
197
Silver Oak Securities
Tennessee
$1.37M -$92.1K -1,544 -6%
BFA
198
Beacon Financial Advisory
Ohio
$1.36M -$851K -14,269 -39%
UCI
199
Uncommon Cents Investing
Wisconsin
$1.35M -$10.4K -175 -0.8%
NFG
200
Nations Financial Group
Iowa
$1.35M -$113K -1,888 -8%
6 7
8
9 10