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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.

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
CAS
2
Coppell Advisory Solutions
Texas
$30.7M
3
GWM
3
GDS Wealth Management
Texas
$28.8M
4
FEG
4
Financial Enhancement Group
Indiana
$25.5M
5
SA
5
Sanctuary Advisors
Indiana
$13.3M

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$721M 12,096,858 -1,179,229 -9%
LPL Financial
2
LPL Financial
California
$511M 8,568,887 +530,475 +7%
Wells Fargo
3
Wells Fargo
California
$477M 8,010,186 -164,850 -2%
UBS Group
4
UBS Group
Switzerland
$223M 3,738,742 -308,235 -8%
Bank of America
5
Bank of America
North Carolina
$174M 2,923,148 -183,386 -6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$157M 2,637,830 -91,462 -3%
Osaic Holdings
7
Osaic Holdings
Arizona
$103M 1,725,893 -491,258 -22%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$98.7M 1,655,572 -314,870 -16%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$85.8M 1,439,277 -173,585 -11%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$82.7M 1,388,183 +56,415 +4%
BI
11
Bramshill Investments
Florida
$76.9M 1,289,714 +163,941 +15%
Renaissance Technologies
12
Renaissance Technologies
New York
$75.5M 1,266,500 -1,200 -0.1%
TAM
13
Tucker Asset Management
Colorado
$72M 1,208,815 -9,419 -0.8%
RJA
14
Raymond James & Associates
Florida
$68.4M 1,147,010 +192,229 +20%
CAG
15
Csenge Advisory Group
Florida
$66M 1,107,874 +54,665 +5%
HAFG
16
Hansen & Associates Financial Group
California
$49.8M 834,770 +32,220 +4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$47.7M 800,798 +74,877 +10%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$47M 788,828 -42,911 -5%
Stifel Financial
19
Stifel Financial
Missouri
$44.9M 752,893 +32,163 +4%
Mariner
20
Mariner
Kansas
$41.8M 701,387 -36,470 -5%
PFS
21
Prospera Financial Services
Texas
$38M 637,222 -392,651 -38%
Jane Street
22
Jane Street
New York
$36.2M 607,829 -98,211 -14%
GI
23
Gradient Investments
Minnesota
$35.7M 599,058 +7,081 +1%
AI
24
Atria Investments
North Carolina
$34.6M 581,155 -30,431 -5%
MF
25
Manchester Financial
California
$33.2M 556,409 +9,334 +2%
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