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First Trust Enhanced Short Maturity ETF

399 hedge funds and large institutions have $4.64B invested in First Trust Enhanced Short Maturity ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 146 increasing their positions, 184 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.53% less ownership

Funds ownership: 75.76%75.22% (-0.53%)

3% less capital invested

Capital invested by funds: $4.8B → $4.64B (-$159M)

4% less funds holding

Funds holding: 417399 (-18)

21% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 184

23% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 43

24% less funds holding in top 10

Funds holding in top 10: 3325 (-8)

Holders
399
Holders Change
-18
Holders Change %
-4.32%
% of All Funds
5.24%
Holding in Top 10
25
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-24.24%
% of All Funds
0.33%
New
33
Increased
146
Reduced
184
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KF
226
KKM Financial
Illinois
$1.01M -$39.1K -652 -4%
WMA
227
Wealth Management Associates
New Jersey
$985K +$84.1K +1,402 +9%
GCWM
228
Guided Capital Wealth Management
Texas
$983K -$30.9K -515 -3%
WH
229
Willner & Heller
California
$977K -$431K -7,189 -31%
WWA
230
Wealth Watch Advisors
Colorado
$963K -$65.5K -1,092 -6%
SF
231
Symphony Financial
Texas
$960K +$76.7K +1,279 +9%
FFG
232
First Financial Group
North Carolina
$934K +$2.64K +44 +0.3%
CA
233
Continuum Advisory
Idaho
$925K +$38.2K +636 +4%
PAS
234
PKS Advisory Services
New York
$919K +$298K +4,967 +48%
BCI
235
Brinker Capital Investments
Pennsylvania
$908K -$11.8K -197 -1%
MCM
236
MAI Capital Management
Ohio
$905K -$19.8K -330 -2%
EWA
237
EverSource Wealth Advisors
Alabama
$900K +$723K +12,053 +406%
DWM
238
Darwin Wealth Management
Florida
$894K -$11.7K -195 -1%
RWM
239
Refined Wealth Management
Utah
$887K
Creative Planning
240
Creative Planning
Kansas
$860K -$8.22K -137 -0.9%
SH
241
SLT Holdings
Arizona
$855K -$380K -6,335 -31%
CCG
242
Coastwise Capital Group
California
$836K -$179K -2,983 -18%
VAS
243
Vestmark Advisory Solutions
Massachusetts
$825K -$2.22M -36,949 -73%
CAG
244
Centerpoint Advisory Group
Kansas
$810K +$31.5K +525 +4%
CCM
245
Chiron Capital Management
Florida
$798K -$70.7K -1,179 -8%
GAA
246
Global Assets Advisory
Florida
$793K -$12.9K -215 -2%
CA
247
CoreCap Advisors
Michigan
$781K +$197K +3,286 +34%
SCA
248
Sage Capital Advisors
South Dakota
$761K +$6.06K +101 +0.8%
SG
249
Strid Group
Pennsylvania
$755K -$300K -4,997 -28%
FMTC
250
Farmers & Merchants Trust Company
California
$739K -$278K -4,629 -27%

FTSM Hedge Fund Activity: Q3 2025 in Review

399 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q3 2025, worth a combined $4.64B — down 3.3% from $4.8B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of FTSM and 33 opened new positions — a net loss of 10 holders — while 184 trimmed existing stakes and 146 added.

The largest buyer was Wells Fargo, adding an estimated $30.5M. The largest seller was Bramshill Investments, exiting entirely with an estimated $82.6M sold.

  • 399 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q3 2025, down from 417 in Q2 2025.
  • Funds reported $4.64B of First Trust Enhanced Short Maturity ETF stock for Q3 2025, down 3.3% quarter-over-quarter.
  • 33 funds opened new First Trust Enhanced Short Maturity ETF positions in Q3 2025 and 43 closed out, a net change of -10 holders.
  • The largest First Trust Enhanced Short Maturity ETF buyer in Q3 2025 was Wells Fargo, an estimated $30.5M added.
  • The largest First Trust Enhanced Short Maturity ETF seller in Q3 2025 was Bramshill Investments, an estimated $82.6M sold.

Based on aggregated 13F filings for Q3 2025.