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First Trust Enhanced Short Maturity ETF

417 hedge funds and large institutions have $4.8B invested in First Trust Enhanced Short Maturity ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 156 increasing their positions, 188 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $4.92B → $4.8B (-$116M)

1.49% less ownership

Funds ownership: 77.25%75.76% (-1.5%)

3% less funds holding

Funds holding: 428417 (-11)

13% less funds holding in top 10

Funds holding in top 10: 3833 (-5)

16% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 37

17% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 188

Holders
417
Holders Change
-11
Holders Change %
-2.57%
% of All Funds
5.49%
Holding in Top 10
33
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.16%
% of All Funds
0.43%
New
31
Increased
156
Reduced
188
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SH
226
SLT Holdings
Arizona
$1.23M -$354K -5,913 -22%
LMKC
227
L.M. Kohn & Company
Ohio
$1.22M -$170K -2,835 -12%
CA
228
Cambridge Advisors
Nebraska
$1.19M -$13.7K -228 -1%
KNW
229
Kesler Norman & Wride
Utah
$1.18M -$22.7K -379 -2%
NGA
230
Naples Global Advisors
Florida
$1.16M +$191K +3,190 +20%
KA
231
Kovack Advisors
Florida
$1.13M -$28.9K -482 -2%
PPWP
232
Premier Path Wealth Partners
New Jersey
$1.11M +$719 +12 +0.1%
PCG
233
Prosperity Consulting Group
Maryland
$1.08M -$61K -1,018 -5%
MIM
234
MTM Investment Management
South Carolina
$1.07M -$13.8K -230 -1%
PW
235
Paladin Wealth
Minnesota
$1.06M -$93.3K -1,558 -8%
SG
236
Strid Group
Pennsylvania
$1.05M -$51.6K -861 -5%
KF
237
KKM Financial
Illinois
$1.05M -$290K -4,838 -22%
SWM
238
SeaCrest Wealth Management
New York
$1.04M -$59.7K -997 -5%
WWA
239
Wealth Watch Advisors
Colorado
$1.03M -$78.7K -1,313 -7%
ACA
240
Aptus Capital Advisors
Alabama
$1.02M +$6.89K +115 +0.7%
FMTC
241
Farmers & Merchants Trust Company
California
$1.02M -$154K -2,577 -13%
CCG
242
Coastwise Capital Group
California
$1.01M -$98.5K -1,645 -9%
GCWM
243
Guided Capital Wealth Management
Texas
$1.01M -$313K -5,221 -24%
BFA
244
Brown Financial Advisors
Ohio
$932K -$14.6K -244 -2%
FFG
245
First Financial Group
North Carolina
$931K +$38.5K +643 +4%
MCM
246
MAI Capital Management
Ohio
$925K
BCI
247
Brinker Capital Investments
Pennsylvania
$919K +$30.8K +515 +3%
TSWM
248
Tyler-Stone Wealth Management
Ohio
$917K
CAPTRUST Financial Advisors
249
CAPTRUST Financial Advisors
North Carolina
$911K +$493K +8,223 +117%
DWM
250
Darwin Wealth Management
Florida
$905K -$45.1K -753 -5%

FTSM Hedge Fund Activity: Q2 2025 in Review

417 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q2 2025, worth a combined $4.8B — down 2.4% from $4.92B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of FTSM and 31 opened new positions — a net loss of 6 holders — while 188 trimmed existing stakes and 156 added.

The largest buyer was Paragon Advisors, opening a new position worth an estimated $63.8M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $90.9M sold.

  • 417 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q2 2025, down from 428 in Q1 2025.
  • Funds reported $4.8B of First Trust Enhanced Short Maturity ETF stock for Q2 2025, down 2.4% quarter-over-quarter.
  • 31 funds opened new First Trust Enhanced Short Maturity ETF positions in Q2 2025 and 37 closed out, a net change of -6 holders.
  • The largest First Trust Enhanced Short Maturity ETF buyer in Q2 2025 was Paragon Advisors, an estimated $63.8M added.
  • The largest First Trust Enhanced Short Maturity ETF seller in Q2 2025 was Renaissance Technologies, an estimated $90.9M sold.

Based on aggregated 13F filings for Q2 2025.