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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

388 hedge funds and large institutions have $5.47B invested in First Trust Enhanced Short Maturity ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 122 increasing their positions, 190 reducing their positions, and 36 closing their positions.

Holders
388
Holders Change
+2
Holders Change %
+0.52%
% of All Funds
6.19%
Holding in Top 10
40
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.98%
% of All Funds
0.64%
New
40
Increased
122
Reduced
190
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$209M
2
AC
2
Avestar Capital
New York
$30M
3
SAM
3
Synergy Asset Management
Washington
$26.4M
4
CCP
4
Cassia Capital Partners
North Carolina
$33M
5
Cerity Partners
5
Cerity Partners
New York
$15.9M

Top Sellers

1
PG
1
Prostatis Group
Maryland
$2.52M
2
Morgan Stanley
2
Morgan Stanley
New York
$862M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$11.2M
4
Jane Street
4
Jane Street
New York
$15.5M
5
JAWM
5
J. Arnold Wealth Management
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$862M 14,506,967 -1,820,761 -11%
Wells Fargo
2
Wells Fargo
California
$572M 9,621,819 -726,928 -7%
LPL Financial
3
LPL Financial
California
$518M 8,722,953 +195,687 +2%
UBS Group
4
UBS Group
Switzerland
$274M 4,610,994 -911,433 -17%
Bank of America
5
Bank of America
North Carolina
$223M 3,754,011 -671,851 -15%
Osaic Holdings
6
Osaic Holdings
Arizona
$209M 3,510,925 +442,560 +14%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$168M 2,831,448 -50,792 -2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$137M 2,306,727 -511,809 -18%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$94M 1,581,917 -214,329 -12%
TAM
10
Tucker Asset Management
Colorado
$81.3M 1,367,486 -20,067 -1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$77.8M 1,308,842 -139,764 -10%
Stifel Financial
12
Stifel Financial
Missouri
$74.3M 1,250,495 -197,944 -14%
CA
13
Cetera Advisors
Colorado
$73.6M 1,238,139 -23,584 -2%
RJA
14
Raymond James & Associates
Florida
$69.8M 1,174,390 -163,566 -12%
CAG
15
Csenge Advisory Group
Florida
$57.2M 962,980 +53,748 +6%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$56.7M 954,068 -233,825 -20%
IA
17
IFP Advisors
Florida
$52.6M 885,917 -41,852 -5%
Renaissance Technologies
18
Renaissance Technologies
New York
$50.2M 844,300 +256,700 +44%
Mariner
19
Mariner
Kansas
$47.9M 805,513 +12,143 +2%
PFS
20
Prospera Financial Services
Texas
$47M 791,305 +129,189 +20%
GI
21
Gradient Investments
Minnesota
$40.1M 674,587 +6,733 +1%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$38.1M 641,593 -31,383 -5%
MF
23
Manchester Financial
California
$33.7M 567,071 +25,641 +5%
AWS
24
Atria Wealth Solutions
New York
$33.5M 562,173 +36,802 +7%
AI
25
Atria Investments
North Carolina
$33.4M 561,413 +64,700 +13%
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