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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 %
OIA
176
OneDigital Investment Advisors
Kansas
$1.68M -$716K -12,010 -30%
GWM
177
Gray Wealth Management
Maine
$1.67M -$5.66K -95 -0.3%
TI
178
Tidal Investments
Wisconsin
$1.67M +$32.1K +538 +2%
WFS
179
Weitzel Financial Services
Iowa
$1.66M -$12.1K -203 -0.7%
MWM
180
Modern Wealth Management
Kansas
$1.65M +$1.65M +27,690 New
SWP
181
Summit Wealth Partners
Florida
$1.62M -$204K -3,423 -11%
ACA
182
Ascension Capital Advisors
Texas
$1.62M – – –
CAM
183
Cresset Asset Management
Illinois
$1.62M +$334K +5,580 +26%
KWS
184
Keystone Wealth Services
California
$1.62M +$404K +6,772 +33%
HFP
185
Holistic Financial Partners
Indiana
$1.61M -$357K -5,984 -18%
GWP
186
Gateway Wealth Partners
Wisconsin
$1.59M -$65.3K -1,095 -4%
CCM
187
Condor Capital Management
New Jersey
$1.59M – – –
AssetMark Inc
188
AssetMark Inc
California
$1.55M +$757K +12,701 +95%
BCP
189
Blackhawk Capital Partners
Wisconsin
$1.55M +$72.2K +1,211 +5%
GSEP
190
Golden State Equity Partners
California
$1.55M +$1.55M +25,950 New
JWCA
191
J.W. Cole Advisors
Florida
$1.54M +$210K +3,523 +16%
WS
192
Wedbush Securities
California
$1.52M -$179 -3 -0%
1IA
193
1834 Investment Advisors
Wisconsin
$1.5M -$197K -3,300 -12%
RCAG
194
Rehmann Capital Advisory Group
Michigan
$1.49M +$38.8K +651 +3%
MCM
195
Monument Capital Management
Virginia
$1.47M -$29.1K -488 -2%
3F
196
360 Financial
Minnesota
$1.44M +$9.24K +155 +0.6%
CA
197
Continuum Advisory
Idaho
$1.44M -$27.7K -464 -2%
MWM
198
Meridian Wealth Management
Kentucky
$1.43M +$1.43M +23,943 New
IWN
199
Independent Wealth Network
Iowa
$1.42M +$197K +3,313 +16%
LSA
200
Lion Street Advisors
Texas
$1.4M +$512K +8,597 +58%
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