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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.67B 27,918,532 +13,411,565 +92%
Wells Fargo
2
Wells Fargo
California
$516M 8,651,639 -970,180 -10%
LPL Financial
3
LPL Financial
California
$507M 8,500,352 -222,601 -3%
UBS Group
4
UBS Group
Switzerland
$263M 4,404,465 -206,529 -4%
Bank of America
5
Bank of America
North Carolina
$203M 3,396,308 -357,703 -10%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$184M 3,081,982 +250,534 +9%
Osaic Holdings
7
Osaic Holdings
Arizona
$162M 2,715,329 -795,596 -23%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$134M 2,240,360 -66,367 -3%
First Trust Advisors
9
First Trust Advisors
Illinois
$103M 1,731,013 +1,543,108 +821%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$89.4M 1,499,035 -82,882 -5%
TAM
11
Tucker Asset Management
Colorado
$79.6M 1,334,127 -33,359 -2%
Renaissance Technologies
12
Renaissance Technologies
New York
$77.5M 1,299,100 +454,800 +54%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$70.7M 1,184,310 -124,532 -10%
CA
14
Cetera Advisors
Colorado
$70M 1,173,790 -64,349 -5%
RJA
15
Raymond James & Associates
Florida
$69.1M 1,157,933 -16,457 -1%
CAG
16
Csenge Advisory Group
Florida
$59.4M 996,039 +33,059 +3%
PFS
17
Prospera Financial Services
Texas
$59M 988,294 +196,989 +25%
Stifel Financial
18
Stifel Financial
Missouri
$56.5M 947,178 -303,317 -24%
CAS
19
Coppell Advisory Solutions
Texas
$53.5M 896,817 +546,978 +156%
IA
20
IFP Advisors
Florida
$43.7M 732,844 -153,073 -17%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$41.1M 689,497 -264,571 -28%
Mariner
22
Mariner
Kansas
$40.8M 683,790 -121,723 -15%
HAFG
23
Hansen & Associates Financial Group
California
$36.6M 612,040 +612,040 New
GI
24
Gradient Investments
Minnesota
$36.3M 608,688 -65,899 -10%
AI
25
Atria Investments
North Carolina
$34.2M 574,059 +12,646 +2%
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