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First Trust Enhanced Short Maturity ETF

428 hedge funds and large institutions have $4.92B invested in First Trust Enhanced Short Maturity ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 160 increasing their positions, 190 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 3638 (+2)

5% more capital invested

Capital invested by funds: $4.68B → $4.92B (+$235M)

10% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 31

0.21% less ownership

Funds ownership: 77.46%77.25% (-0.21%)

2% less funds holding

Funds holding: 436428 (-8)

16% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 190

Holders
428
Holders Change
-8
Holders Change %
-1.83%
% of All Funds
5.74%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
0.51%
New
34
Increased
160
Reduced
190
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KA
226
Kovack Advisors
Florida
$1.16M -$91.6K -1,529 -7%
UCFA
227
United Capital Financial Advisors
Texas
$1.15M -$347K -5,790 -23%
PW
228
Paladin Wealth
Minnesota
$1.15M -$282K -4,708 -20%
WH
229
Willner & Heller
California
$1.15M +$241K +4,021 +26%
PCG
230
Prosperity Consulting Group
Maryland
$1.14M -$51.2K -854 -4%
CIA
231
Concurrent Investment Advisors
Florida
$1.12M +$203K +3,384 +22%
CCG
232
Coastwise Capital Group
California
$1.11M -$367K -6,121 -25%
WWA
233
Wealth Watch Advisors
Colorado
$1.11M +$161K +2,687 +17%
SG
234
Strid Group
Pennsylvania
$1.11M -$62K -1,035 -5%
PPWP
235
Premier Path Wealth Partners
New Jersey
$1.1M -$871K -14,549 -44%
CCM
236
Chiron Capital Management
Florida
$1.1M -$59.9K -1,000 -5%
SWM
237
SeaCrest Wealth Management
New York
$1.1M -$60.1K -1,003 -5%
MIM
238
MTM Investment Management
South Carolina
$1.09M -$95.8K -1,600 -8%
Thrivent Financial for Lutherans
239
Thrivent Financial for Lutherans
Minnesota
$1.05M
ACA
240
Aptus Capital Advisors
Alabama
$1.02M +$7.79K +130 +0.8%
AWA
241
Authentikos Wealth Advisory
California
$971K +$690K +11,528 +245%
NGA
242
Naples Global Advisors
Florida
$964K +$45.5K +760 +5%
CAM
243
Cresset Asset Management
Illinois
$963K -$27.7K -463 -3%
VA
244
Valmark Advisers
Ohio
$951K -$259K -4,329 -21%
DWM
245
Darwin Wealth Management
Florida
$949K
BFA
246
Brown Financial Advisors
Ohio
$946K -$557K -9,294 -37%
MCM
247
MAI Capital Management
Ohio
$924K -$63.5K -1,060 -6%
ASN
248
Advisory Services Network
Georgia
$921K -$50.3K -840 -5%
TSWM
249
Tyler-Stone Wealth Management
Ohio
$916K +$282K +4,700 +44%
WMA
250
Wealth Management Associates
New Jersey
$911K +$31.2K +521 +4%

FTSM Hedge Fund Activity: Q1 2025 in Review

428 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q1 2025, worth a combined $4.92B — up 5% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FTSM positions and 31 closed out — a net gain of 3 holders — while 160 added to existing stakes and 190 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $70M. The largest seller was UBS Group, cutting an estimated $30.2M.

  • 428 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q1 2025, down from 436 in Q4 2024.
  • Funds reported $4.92B of First Trust Enhanced Short Maturity ETF stock for Q1 2025, up 5% quarter-over-quarter.
  • 34 funds opened new First Trust Enhanced Short Maturity ETF positions in Q1 2025 and 31 closed out, a net change of +3 holders.
  • The largest First Trust Enhanced Short Maturity ETF buyer in Q1 2025 was Morgan Stanley, an estimated $70M added.
  • The largest First Trust Enhanced Short Maturity ETF seller in Q1 2025 was UBS Group, an estimated $30.2M sold.

Based on aggregated 13F filings for Q1 2025.