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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 %
AWA
201
Arkadios Wealth Advisors
Georgia
$1.33M -$18.8K -315 -1%
ACA
202
Aptus Capital Advisors
Alabama
$1.33M -$94.4K -1,584 -7%
JWCA
203
J.W. Cole Advisors
Florida
$1.33M +$811K +13,607 +157%
CAM
204
Cresset Asset Management
Illinois
$1.29M +$234K +3,909 +22%
PTC
205
Private Trust Company
Ohio
$1.27M -$224K -3,754 -15%
CFD
206
Creative Financial Designs
Indiana
$1.26M +$349K +5,850 +38%
NS
207
NBC Securities
Alabama
$1.25M +$26K +436 +2%
GWA
208
GGM Wealth Advisors
Maryland
$1.24M -$312K -5,227 -20%
CCM
209
Chiron Capital Management
Florida
$1.23M -$73.9K -1,240 -6%
Envestnet Portfolio Solutions
210
Envestnet Portfolio Solutions
Illinois
$1.23M +$113K +1,893 +10%
MIM
211
MTM Investment Management
South Carolina
$1.22M -$5.96K -100 -0.5%
IWN
212
Independent Wealth Network
Iowa
$1.22M -$652K -10,936 -35%
KWS
213
Keystone Wealth Services
California
$1.22M -$82.8K -1,389 -6%
LMKC
214
L.M. Kohn & Company
Ohio
$1.21M +$1.21M +20,321 New
CCM
215
Crabel Capital Management
California
$1.18M +$413K +6,925 +54%
SWM
216
SeaCrest Wealth Management
New York
$1.15M – – –
PPP
217
Private Portfolio Partners
New Jersey
$1.14M -$226K -3,784 -17%
WH
218
Willner & Heller
California
$1.12M +$360K +6,033 +47%
Creative Planning
219
Creative Planning
Kansas
$1.11M +$228K +3,819 +26%
TSS
220
Two Sigma Securities
New York
$1.11M +$811K +13,609 +274%
EC
221
EdgeRock Capital
Colorado
$1.09M -$71.9K -1,201 -6%
FTUS
222
Flow Traders U.S.
New York
$1.07M -$18.4M -308,555 -95%
TFP
223
Traction Financial Partners
Wyoming
$1.06M -$2.82M -47,217 -73%
MSFS
224
Main Street Financial Solutions
Pennsylvania
$1.05M -$2.27K -38 -0.2%
OMC
225
Old Mission Capital
Illinois
$1.04M -$2.81M -47,205 -73%
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