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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 %
IWA
201
Inspirion Wealth Advisors
Illinois
$1.39M -$299K -5,013 -18%
LMKC
202
L.M. Kohn & Company
Ohio
$1.37M +$159K +2,660 +13%
UCI
203
Uncommon Cents Investing
Wisconsin
$1.36M +$1.79K +30 +0.1%
SOS
204
Silver Oak Securities
Tennessee
$1.28M -$85.8K -1,440 -6%
KA
205
Kovack Advisors
Florida
$1.27M +$1.27M +21,236 New
MW
206
Maia Wealth
Colorado
$1.26M +$1.26M +21,096 New
GWA
207
GGM Wealth Advisors
Maryland
$1.24M – – –
SG
208
Strid Group
Pennsylvania
$1.21M -$320K -5,376 -21%
FFA
209
Farther Finance Advisors
California
$1.21M +$559K +9,372 +86%
MIM
210
MTM Investment Management
South Carolina
$1.2M -$19.1K -320 -2%
HF
211
HRT Financial
New York
$1.2M +$296K +4,970 +33%
C
212
CEDRUS
Colorado
$1.2M +$349K +5,860 +41%
NS
213
NBC Securities
Alabama
$1.18M -$66.9K -1,123 -5%
Ameriprise
214
Ameriprise
Minnesota
$1.18M +$1.18M +19,763 New
AWM
215
AE Wealth Management
Kansas
$1.17M -$317K -5,319 -21%
SWM
216
SeaCrest Wealth Management
New York
$1.15M – – –
WAP
217
Wealthcare Advisory Partners
Pennsylvania
$1.14M +$159K +2,663 +16%
CCM
218
Chiron Capital Management
Florida
$1.14M -$94.2K -1,580 -8%
WH
219
Willner & Heller
California
$1.14M +$14.1K +237 +1%
CIA
220
Concurrent Investment Advisors
Florida
$1.09M +$372K +6,244 +52%
PPWM
221
Paragon Private Wealth Management
Kentucky
$1.08M -$289K -4,851 -21%
ACA
222
Aptus Capital Advisors
Alabama
$1.08M -$245K -4,108 -18%
LA
223
Latitude Advisors
Florida
$1.07M -$376K -6,313 -26%
PWA
224
PCG Wealth Advisors
Kansas
$1.04M -$610K -10,237 -37%
ZF
225
Zega Financial
Florida
$1.04M +$1.04M +17,505 New
7 8
9
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