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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 %
ISFAN
176
Investor's Fiduciary Advisor Network
Washington
$1.94M +$1.94M +32,519 New
BCP
177
Blackhawk Capital Partners
Wisconsin
$1.93M +$1.93M +32,224 New
GSC
178
G&S Capital
Colorado
$1.89M +$9.32K +156 +0.5%
WAP
179
Wealthcare Advisory Partners
Pennsylvania
$1.88M +$699K +11,703 +59%
SI
180
Stephens Inc
Arkansas
$1.86M -$335K -5,605 -15%
FFA
181
Farther Finance Advisors
California
$1.83M -$1.93M -32,279 -51%
JWCA
182
J.W. Cole Advisors
Florida
$1.82M +$239K +3,997 +15%
QCIG
183
Quad-Cities Investment Group
Iowa
$1.82M +$59.3K +992 +3%
AWA
184
Arkadios Wealth Advisors
Georgia
$1.78M -$276K -4,620 -13%
GLA
185
Good Life Advisors
Pennsylvania
$1.76M -$892K -14,928 -34%
BAM
186
Bellevue Asset Management
Washington
$1.75M -$1.03M -17,191 -37%
MW
187
Maia Wealth
Colorado
$1.74M +$518K +8,638 +42%
MWM
188
Maridea Wealth Management
New York
$1.74M +$1.74M +29,121 New
KWS
189
Keystone Wealth Services
California
$1.72M -$113K -1,890 -6%
AIM
190
Advyzon Investment Management
Illinois
$1.68M +$1.68M +28,177 New
ACA
191
Ascension Capital Advisors
Texas
$1.62M – – –
PWM
192
Purus Wealth Management
California
$1.62M -$54.9K -919 -3%
CCM
193
Condor Capital Management
New Jersey
$1.59M – – –
WS
194
Wedbush Securities
California
$1.58M +$145K +2,418 +10%
SA
195
Scarborough Advisors
Maryland
$1.57M -$883K -14,778 -36%
GWM
196
Gray Wealth Management
Maine
$1.57M -$65.6K -1,097 -4%
CCFM
197
Clear Creek Financial Management
Washington
$1.53M -$190K -3,181 -11%
CPIG
198
Chicago Partners Investment Group
Illinois
$1.51M +$131K +2,189 +9%
AssetMark Inc
199
AssetMark Inc
California
$1.51M +$628K +10,508 +71%
BFA
200
Brown Financial Advisors
Ohio
$1.5M -$300K -5,019 -17%
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