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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

434 hedge funds and large institutions have $4.68B invested in First Trust Enhanced Short Maturity ETF in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 143 increasing their positions, 179 reducing their positions, and 31 closing their positions.

Holders
434
Holders Change
+37
Holders Change %
+9.32%
% of All Funds
5.78%
Holding in Top 10
36
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+28.57%
% of All Funds
0.48%
New
77
Increased
143
Reduced
179
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$155M
2
LPL Financial
2
LPL Financial
California
$530M
3
IAA
3
Independent Advisor Alliance
North Carolina
$27.8M
4
UBS Group
4
UBS Group
Switzerland
$231M
5
TAM
5
TCP Asset Management
Ohio
$18.8M

Top Sellers

1
GWM
1
GDS Wealth Management
Texas
$50M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Jane Street
3
Jane Street
New York
$0
4
SW
4
Simplicity Wealth
New Jersey
$412K
5
Mariner
5
Mariner
Kansas
$33.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$731M 12,224,745 -90,511 -0.7%
LPL Financial
2
LPL Financial
California
$530M 8,859,290 +490,772 +6%
Wells Fargo
3
Wells Fargo
California
$447M 7,483,225 -144,930 -2%
UBS Group
4
UBS Group
Switzerland
$231M 3,860,704 +433,093 +13%
Raymond James Financial
5
Raymond James Financial
Florida
$155M 2,592,129 +2,592,129 New
Bank of America
6
Bank of America
North Carolina
$147M 2,457,062 -181,003 -7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$140M 2,339,355 -95,495 -4%
BI
8
Bramshill Investments
Florida
$97.7M 1,634,231 +155,249 +10%
Osaic Holdings
9
Osaic Holdings
Arizona
$92.7M 1,550,113 -26,599 -2%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$91.6M 1,532,049 +151,617 +11%
Renaissance Technologies
11
Renaissance Technologies
New York
$83M 1,389,400 -1,300 -0.1%
CAG
12
Csenge Advisory Group
Florida
$67.4M 1,127,982 -2,788 -0.2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$62.1M 1,039,013 -134,333 -11%
TAM
14
Tucker Asset Management
Colorado
$60.7M 1,016,229 -183,892 -15%
Stifel Financial
15
Stifel Financial
Missouri
$56.3M 942,621 +104,810 +13%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$55.7M 931,860 +150,499 +19%
HAFG
17
Hansen & Associates Financial Group
California
$51M 853,416 -28,537 -3%
GWM
18
GDS Wealth Management
Texas
$50M 837,263 -634,783 -43%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$43.5M 727,414 +119,757 +20%
Mariner
20
Mariner
Kansas
$33.7M 563,941 -214,773 -28%
GI
21
Gradient Investments
Minnesota
$31.9M 534,545 -71,871 -12%
Truist Financial
22
Truist Financial
North Carolina
$30.9M 517,372 +209,257 +68%
CAS
23
Coppell Advisory Solutions
Texas
$30.3M 506,543 -6,666 -1%
IAA
24
Independent Advisor Alliance
North Carolina
$27.8M 464,730 +464,730 New
KWM
25
Kingsview Wealth Management
Oregon
$27.5M 459,743 -45,648 -9%
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