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First Trust Enhanced Short Maturity ETF

424 hedge funds and large institutions have $5.02B invested in First Trust Enhanced Short Maturity ETF in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 142 increasing their positions, 184 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 25

12% more funds holding in top 10

Funds holding in top 10: 3337 (+4)

6% more funds holding

Funds holding: 401424 (+23)

5% more capital invested

Capital invested by funds: $4.76B → $5.02B (+$262M)

1.65% more ownership

Funds ownership: 76.27%77.92% (+1.7%)

23% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 184

Holders
424
Holders Change
+23
Holders Change %
+5.74%
% of All Funds
5.22%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
0.46%
New
57
Increased
142
Reduced
184
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$849M +$91.1M +1,518,275 +12%
LPL Financial
2
LPL Financial
California
$532M -$308K -5,138 -0.1%
Wells Fargo
3
Wells Fargo
California
$474M -$43.6M -727,211 -8%
UBS Group
4
UBS Group
Switzerland
$184M +$13.3M +222,262 +8%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$175M -$3.14M -52,416 -2%
CIA
6
Concurrent Investment Advisors
Florida
$155M +$152M +2,534,342 +4,481%
Raymond James Financial
7
Raymond James Financial
Florida
$147M -$3.64M -60,688 -2%
Bank of America
8
Bank of America
North Carolina
$137M -$4.37M -72,925 -3%
CAG
9
Csenge Advisory Group
Florida
$113M +$1.4M +23,359 +1%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$94.3M -$12.7M -211,446 -12%
Stifel Financial
11
Stifel Financial
Missouri
$70.9M +$408K +6,799 +0.6%
Osaic Holdings
12
Osaic Holdings
Arizona
$68.7M +$4.06M +67,773 +6%
BC
13
BDFS Capital
Delaware
$66.8M +$3.49M +58,263 +6%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$60.7M +$2.58M +43,000 +4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$49.5M -$3.3M -54,952 -6%
HAFG
16
Hansen & Associates Financial Group
California
$47.5M +$47.6M +794,084 New
GWM
17
GDS Wealth Management
Texas
$42.4M -$8.95M -149,294 -17%
GI
18
Gradient Investments
Minnesota
$39.6M +$2.09M +34,786 +6%
P
19
&Partners
Tennessee
$39.6M +$4.51M +75,273 +13%
BI
20
Bramshill Investments
Florida
$39.2M +$39.3M +655,802 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$38.1M -$1.65M -27,470 -4%
TAM
22
TCP Asset Management
Ohio
$34.3M +$10.8M +180,318 +46%
Truist Financial
23
Truist Financial
North Carolina
$33.3M -$961K -16,032 -3%
GCWM
24
Guided Capital Wealth Management
Texas
$33M +$32.5M +541,300 +5,244%
SPIA
25
Steward Partners Investment Advisory
New York
$30.7M +$1.82M +30,314 +6%