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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 %
FHC
201
First Heartland Consultants
Missouri
$1.62M -$201K -3,369 -11%
CCM
202
Condor Capital Management
New Jersey
$1.59M +$1.59M +26,670 New
SWP
203
Summit Wealth Partners
Florida
$1.58M +$726K +12,170 +85%
AO
204
Advisor OS
Illinois
$1.57M +$1.57M +26,292 New
LA
205
Latitude Advisors
Florida
$1.57M -$52.7K -884 -3%
GWA
206
GGM Wealth Advisors
Maryland
$1.56M -$235K -3,921 -13%
3F
207
360 Financial
Minnesota
$1.55M +$126K +2,109 +9%
WAP
208
Wealthcare Advisory Partners
Pennsylvania
$1.54M -$443K -7,433 -22%
VWA
209
Visionary Wealth Advisors
Illinois
$1.51M +$1.51M +25,239 New
PTC
210
Private Trust Company
Ohio
$1.49M -$215K -3,596 -13%
RCAG
211
Rehmann Capital Advisory Group
Michigan
$1.47M -$543K -9,099 -27%
SOS
212
Silver Oak Securities
Tennessee
$1.46M +$271K +4,535 +23%
NFG
213
Nations Financial Group
Iowa
$1.46M -$311K -5,217 -18%
MW
214
Maia Wealth
Colorado
$1.43M +$1.43M +24,025 New
ACA
215
Aptus Capital Advisors
Alabama
$1.42M -$534K -8,957 -27%
WEG
216
World Equity Group
Illinois
$1.39M -$373K -5,478 -21%
PPWM
217
Paragon Private Wealth Management
Kentucky
$1.39M -$178K -2,987 -11%
UCI
218
Uncommon Cents Investing
Wisconsin
$1.37M -$15.8K -265 -1%
PPP
219
Private Portfolio Partners
New Jersey
$1.37M +$71.6K +1,200 +6%
TC
220
TAP Consulting
Missouri
$1.36M +$1.36M +22,874 New
AWA
221
Arkadios Wealth Advisors
Georgia
$1.35M +$734K +12,302 +119%
CCM
222
Chiron Capital Management
Florida
$1.31M -$28K -470 -2%
KWS
223
Keystone Wealth Services
California
$1.3M +$285K +4,776 +28%
DAS
224
Dynamic Advisor Solutions
Arizona
$1.3M +$1.3M +21,790 New
T
225
Tidemark
California
$1.29M +$1.29M +21,657 New
7 8
9
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